Minimum of 5 years of experience in tax accounting
Advanced knowledge of partnership tax and real estate taxation
Excellent communication, leadership, and organizational skills
Experience managing tax engagements and supervising staff
Ability to work effectively in a team environment
Responsibilities
Manage and review complex income tax returns for various entities
Lead client engagements in tax planning and compliance
Prepare and review federal, state, and local tax filings
Assist with tax structuring for real estate transactions
Support high-net-worth individuals with tax optimization and estate planning
Conduct tax research and assist with audit responses
Build and maintain strong client relationships
Supervise and mentor junior staff to foster team collaboration
Contribute to business development and process improvements
Benefits
Competitive salary and benefits package
Comprehensive health, dental, and vision insurance
401(k) with firm matching
Opportunities for professional development and career growth
Collaborative and supportive work culture
Meaningful work that impacts clients' lives
Full Job Description
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!
