Tax Manager

Ascend; San Jose (CA); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Competitive salary and benefits

Comprehensive health, dental, and vision insurance

401(k) with firm matching

Opportunities for professional development

Collaborative and supportive work culture

Job summary

Ascend is seeking a Tax Manager focused on real estate to join our team in San Jose, California. This role demands a seasoned tax professional who excels in a collaborative, client-oriented environment where expertise is valued. You'll manage complex tax returns, lead client engagement, and supervise junior staff.

Ideal candidates will hold a Bachelor's degree in Accounting and ideally a CPA License. We offer competitive salaries, comprehensive benefits, and a supportive culture promoting personal and professional growth.

Qualifications

• Minimum of 5 years of experience in tax accounting.
• Experience managing tax engagement and supervising staff.
• Ability to work effectively in a team environment.

Responsibilities

• Manage and review complex income tax returns and workpapers.
• Lead client engagements, overseeing tax planning and compliance.
• Prepare and review federal, state, and local tax filings.
• Assist with tax structuring and planning for real estate transactions.
• Support high-net-worth individuals with income tax optimization.
• Build and maintain strong client relationships through effective communication.
• Supervise, mentor, and develop junior staff.

Skills

Advanced knowledge of partnership tax

Real estate taxation

Excellent communication

Leadership

Organizational skills

Education

Bachelor's degree in Accounting or related field

CPA License Preferred

Tools

QuickBooks

CCH Axcess & Engagement

Job description

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. 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

Tax Manager – Real Estate focused

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.

Pacific or Central Time candidates are preferred for remote candidates.

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


• Advanced 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 $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.

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!