Tax Manager

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. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit [](http://www.ascendtogether.com/). **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:** 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 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 **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 5 years of experience in tax accounting - Advance knowledge of partnership tax, real estate taxation, and relevant tax compliance issues. - Excellent communication, leadership and organizational skills - Experience managing tax engagement 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 - Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred The annual base salary range for this role is $150,000-$185,000. 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!