PP&Co
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Tax Manager - Real Estate
role at
PP&Co .
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?
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. In February 2024 we joined Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth.
Why Join Us As a member of our award‑winning firm, you’ll have the opportunity to grow personally and professionally. Our friendly and high‑integrity team creates a supportive environment where you can thrive and make a real impact. We invest in your development, provide ample career‑advancement opportunities, and foster a collaborative culture where every voice is heard.
Position Tax Manager - Real Estate focused, full‑time, remote candidate preferred (Pacific or Central Time).
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 a related field.
CPA license preferred.
Minimum of 5 years of experience in tax accounting.
Advanced knowledge of partnership tax, real estate taxation, and relevant tax compliance issues.
Excellent communication, leadership, and organizational skills.
Experience managing tax engagements and supervising staff.
Ability to work effectively in a team environment.
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.
Proficiency in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred.
The annual base salary range for this role is $130,000–$160,000. Actual compensation may vary based on experience, education, and 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!
Seniority level: Mid‑Senior level.
#J-18808-Ljbffr
Tax Manager - Real Estate
role at
PP&Co .
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?
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. In February 2024 we joined Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth.
Why Join Us As a member of our award‑winning firm, you’ll have the opportunity to grow personally and professionally. Our friendly and high‑integrity team creates a supportive environment where you can thrive and make a real impact. We invest in your development, provide ample career‑advancement opportunities, and foster a collaborative culture where every voice is heard.
Position Tax Manager - Real Estate focused, full‑time, remote candidate preferred (Pacific or Central Time).
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 a related field.
CPA license preferred.
Minimum of 5 years of experience in tax accounting.
Advanced knowledge of partnership tax, real estate taxation, and relevant tax compliance issues.
Excellent communication, leadership, and organizational skills.
Experience managing tax engagements and supervising staff.
Ability to work effectively in a team environment.
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.
Proficiency in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred.
The annual base salary range for this role is $130,000–$160,000. Actual compensation may vary based on experience, education, and 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!
Seniority level: Mid‑Senior level.
#J-18808-Ljbffr