Ppandco
Senior Tax Manager - Real Estate San Jose, CA; Santa Cruz, CA
Ppandco, Los Angeles, California, United States, 90079
Overview
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Are you driven by making a real impact— helping individuals and businesses thrive financially? Do you excel in a people-first culture where integrity, innovation, and excellence aren’t just values—they’re how we work every day? At PP&Co, we’re not just looking for a tax expert—we’re looking for a trusted advisor, a leader, and a collaborator.
Who We Are:
At PP&Co, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. And now, we are taking our commitment to excellence to a new level. In February 2024, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future.
Why Join Us:
As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. Our friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact. We believe in investing in our team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives.
Position:
Senior Tax Manager
Are you a seasoned tax professional ready to take your career to the next level? Do you thrive in a collaborative, client-focused environment where your expertise is valued, and your leadership drives results?
At PP&Co, we’re looking for an experienced Senior Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters, your career can grow, and your work makes a difference
Preferred candidates to be in Pacific or Central Time Zone.
Responsibilities
Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs.
Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.
Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041.
Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies.
Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.
Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses.
Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures.
Build and maintain strong client relationships through effective communication, timely service delivery, and project management.
Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions.
Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.
Ensure timely and accurate preparation, review, and filing of all required tax forms.
Contribute to business development initiatives and departmental process improvements.
Collaborate with cross-functional teams on complex tax provisions and related accounting issues.
Assist with engagement management, including budgeting, billing, scheduling, and identifying opportunities for expanded client services.
Perform additional duties and special projects as needed.
Qualifications
Bachelor's degree in Accounting or related field
CPA License Preferred
Minimum of 7 years of experience in tax accounting
Advanced technical skills in tax compliance and planning
Excellent communication, leadership and organizational skills
Experience managing tax engagement and supervising staff
Ability to work effectively in a team environment
Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred
What We Offer
Competitive salary and benefits package
Comprehensive health, dental, and vision insurance
401(k) with firm matching
Opportunities for professional development and career growth
A collaborative and supportive work culture
Meaningful work that makes a difference in our clients' lives
The annual base salary range for this role is $160,000-$180,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part of our dynamic team at PP&Co!
Apply for this job *
First Name *
Last Name *
Preferred First Name
Email *
Phone *
Resume/CV *
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
LinkedIn Profile
Are you comfortable with a hybrid work environment? * Select...
What is your target salary? *
If you are not local to the Silicon Valley, what city/state do you reside in? This helps us understand time zone alignment and any location-based requirements.
U.S. Standard Demographic Questions At Ascend, we believe that having a diverse organization that reflects the communities that we serve is critical in everything we do. In order to increase representation across identity groups and ensure equitable experiences throughout the hiring process, we collect information regarding race/ethnicity, gender, and sexual orientation. For each question, please select all that apply or choose "I prefer not to answer" if you do not wish to provide a response.
Responses to this survey will have no influence on your application, interview process, or ultimate hiring decision. All questions are aimed towards ensuring our recruiting and hiring practices are inclusive to all persons, and all responses will be kept anonymous.
How would you describe your gender identity? (mark all that apply) Select...
How would you describe your racial/ethnic background? (mark all that apply) Select...
How would you describe your sexual orientation? (mark all that apply) Select...
Do you identify as transgender? (select one) Select...
Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional, or other) that substantially limits one or more of your major life activities, including mobility, communication (seeing, hearing, speaking), and learning? (select one) Select...
Are you a veteran or active member of the United States Armed Forces? (select one) Select...
Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in PP&Co’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A disabled veteran is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A recently separated veteran means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An active duty wartime or campaign badge veteran means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An Armed forces service medal veteran means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Select...
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Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.
Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .
How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
Disability Status Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Are you driven by making a real impact— helping individuals and businesses thrive financially? Do you excel in a people-first culture where integrity, innovation, and excellence aren’t just values—they’re how we work every day? At PP&Co, we’re not just looking for a tax expert—we’re looking for a trusted advisor, a leader, and a collaborator.
Who We Are:
At PP&Co, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. And now, we are taking our commitment to excellence to a new level. In February 2024, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future.
Why Join Us:
As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. Our friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact. We believe in investing in our team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives.
Position:
Senior Tax Manager
Are you a seasoned tax professional ready to take your career to the next level? Do you thrive in a collaborative, client-focused environment where your expertise is valued, and your leadership drives results?
At PP&Co, we’re looking for an experienced Senior Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters, your career can grow, and your work makes a difference
Preferred candidates to be in Pacific or Central Time Zone.
Responsibilities
Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs.
Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.
Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041.
Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies.
Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.
Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses.
Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures.
Build and maintain strong client relationships through effective communication, timely service delivery, and project management.
Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions.
Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.
Ensure timely and accurate preparation, review, and filing of all required tax forms.
Contribute to business development initiatives and departmental process improvements.
Collaborate with cross-functional teams on complex tax provisions and related accounting issues.
Assist with engagement management, including budgeting, billing, scheduling, and identifying opportunities for expanded client services.
Perform additional duties and special projects as needed.
Qualifications
Bachelor's degree in Accounting or related field
CPA License Preferred
Minimum of 7 years of experience in tax accounting
Advanced technical skills in tax compliance and planning
Excellent communication, leadership and organizational skills
Experience managing tax engagement and supervising staff
Ability to work effectively in a team environment
Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred
What We Offer
Competitive salary and benefits package
Comprehensive health, dental, and vision insurance
401(k) with firm matching
Opportunities for professional development and career growth
A collaborative and supportive work culture
Meaningful work that makes a difference in our clients' lives
The annual base salary range for this role is $160,000-$180,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part of our dynamic team at PP&Co!
Apply for this job *
First Name *
Last Name *
Preferred First Name
Email *
Phone *
Resume/CV *
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
LinkedIn Profile
Are you comfortable with a hybrid work environment? * Select...
What is your target salary? *
If you are not local to the Silicon Valley, what city/state do you reside in? This helps us understand time zone alignment and any location-based requirements.
U.S. Standard Demographic Questions At Ascend, we believe that having a diverse organization that reflects the communities that we serve is critical in everything we do. In order to increase representation across identity groups and ensure equitable experiences throughout the hiring process, we collect information regarding race/ethnicity, gender, and sexual orientation. For each question, please select all that apply or choose "I prefer not to answer" if you do not wish to provide a response.
Responses to this survey will have no influence on your application, interview process, or ultimate hiring decision. All questions are aimed towards ensuring our recruiting and hiring practices are inclusive to all persons, and all responses will be kept anonymous.
How would you describe your gender identity? (mark all that apply) Select...
How would you describe your racial/ethnic background? (mark all that apply) Select...
How would you describe your sexual orientation? (mark all that apply) Select...
Do you identify as transgender? (select one) Select...
Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional, or other) that substantially limits one or more of your major life activities, including mobility, communication (seeing, hearing, speaking), and learning? (select one) Select...
Are you a veteran or active member of the United States Armed Forces? (select one) Select...
Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in PP&Co’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A disabled veteran is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A recently separated veteran means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An active duty wartime or campaign badge veteran means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An Armed forces service medal veteran means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Select...
Voluntary Self-Identification of Disability Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026
Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026
Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.
Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .
How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
Disability Status Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
#J-18808-Ljbffr