Tax Manager Real Estate
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Job Location:
San Jose, CA - USA
Monthly Salary:
$ 130000 - 160000
Posted on:
23 days ago
Vacancies:
1 Vacancy
Job Summary
Are you driven by making a real impacthelping individuals and businesses thrive financially Do you excel in a people-first culture where integrity innovation and excellence arent just valuestheyre how we work every day
At PP&Co were not just looking for a tax expertwere 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 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 Ascends 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 youll 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 teams development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. Youll 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 were looking for an experienced Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. If youre 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 Formsand 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:
- Bachelors 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 $130000-$160000. 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!
Required Experience:
Manager
Key Skills
- Microsoft Office
- Portfolio Management
- Microsoft Word
- Asset Management
- Yardi
- Microsoft Excel
- Administrative Experience
- DocuSign
- Property Management
- negotiation
- Contracts
- Google Suite
About Company
Ascend is a modern growth platform for entrepreneurial CPA firms, offering capital, technology, and talent support to help firms stay independent while growing stronger together.
