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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 joined 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 positioned for strong innovation and growth.
Why Join Us: As a member of our award-winning firm, you\'ll have the opportunity to grow both personally and professionally in a friendly, high-integrity environment that supports career advancement. We foster a collaborative culture where every voice is heard and valued, and you will work closely with colleagues on meaningful projects and initiatives.
Position: Senior 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 Senior Tax Manager who combines technical excellence with a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters and your work makes a difference.
Preferred candidates to be in Pacific or Central Time Zone.
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 7 years of experience in tax accounting
Advanced technical skills in tax compliance and planning
Excellent communication, leadership and organizational skills
Experience managing tax engagements and supervising staff
Ability to work effectively in a team environment
Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred
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
The annual base salary range for this role is $160,000-$180,000. Actual compensation may vary based on factors such as 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!
Equal Employment Opportunity: PP&Co is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. We welcome candidates from all backgrounds.
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Worksite address
santa cruz, CA, 95061, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.