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Tax Manager
<p><span data-contrast="none">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?</span> <br><span data-contrast="none"> At PP&Co, we’re not just looking for a tax expert—we’re looking for a trusted advisor, a leader, and a collaborator.</span><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <p><strong><span data-contrast="none">Who We Are: </span></strong><span data-contrast="auto">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. </span><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <p><strong><span data-contrast="none">Why Join Us: </span></strong><span data-contrast="none">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.</span><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <p><strong><span data-contrast="none">Position: </span></strong><span data-contrast="none">Tax Manager</span> - Real Estate focused<br> <br><span data-contrast="none">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?</span><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <p><span data-contrast="none">At PP&Co, we’re looking for an experienced 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</span><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <p><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"="">Pacific or Central Time candidates are preferred for remote candidates. </span></p> <p><strong><span data-contrast="none">Responsibilities:</span></strong></p> <ul> <li><span data-contrast="none">Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs.</span><span data-ccp-props="{" 201341983":0,"335559685":1440,"335559739":0,"335559740":256}"=""> </span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Build and maintain strong client relationships through effective communication, timely service delivery, and project management.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Ensure timely and accurate preparation, review, and filing of all required tax forms.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Contribute to business development initiatives and departmental process improvements.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Collaborate with cross-functional teams on complex tax provisions and related accounting issues.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Assist with engagement management, including budgeting, billing, scheduling, and identifying opportunities for expanded client services.</li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{" 335552541":1,"335559685":720,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="2" data-aria-level="1">Perform additional duties and special projects as needed.<span data-ccp-props="{" 201341983":0,"335559685":1440,"335559739":0,"335559740":256}"=""> </span></li> </ul> <p><strong><span data-contrast="none">Qualifications:</span></strong><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none">Bachelor's degree in Accounting or related field</span></li> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">CPA License Preferred <span data-ccp-props="{" 201341983":0,"335559739":0,"335559740":256}"=""> </span></li> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Minimum of 5 years of experience in tax accounting</li> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Advance knowledge of partnership tax, real estate taxation, and relevant tax compliance issues.</li> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Excellent communication, leadership and organizational skills</li> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Experience managing tax engagement and supervising staff</li> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Ability to work effectively in a team environment<span data-ccp-props="{" 201341983":0,"335559739":0,"335559740":256}"=""> </span></li> </ul> <p><strong><span data-contrast="none">What We Offer:</span></strong><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none">Competitive salary and benefits package</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Comprehensive health, dental, and vision insurance</li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">401(k) with firm matching</li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Opportunities for professional development and career growth</li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">A collaborative and supportive work culture</li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Meaningful work that makes a difference in our clients' lives</li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{" 335552541":1,"335559685":1440,"335559991":360,"469769226":"symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridmultilevel"}"="" data-aria-posinset="1" data-aria-level="1">Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred<span data-ccp-props="{" 201341983":0,"335559739":0,"335559740":256}"=""> </span></li> </ul> <p><span data-contrast="none">The annual base salary range for this role is $130,000-$160,000. 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.</span><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p> <p><span data-contrast="none">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!</span><span data-ccp-props="{" 335559685":720,"335559737":720,"335559738":240,"335559739":240}"=""> </span></p>
