PP&Co ยท 1 day ago
Senior Tax Manager - Real Estate
San Jose, CA
Full-time
Onsite
Senior Level
$160K/yr - $180K/yr
7+ years expPP&Co is dedicated to empowering individuals and businesses to achieve their financial goals. They are seeking an experienced Senior Tax Manager to manage complex tax returns, lead client engagements, and provide strategic tax planning for real estate transactions.
BankingConsultingFinancial ServicesInsuranceVenture Capital
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
Qualification
Required
Bachelor's degree in Accounting or related field
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 engagement and supervising staff
Ability to work effectively in a team environment
Proficient in accounting and tax software
Preferred
CPA License Preferred
Experience with QuickBooks, CCH Axcess & Engagement preferred
Preferred candidates to be in Pacific or Central Time Zone
Benefits
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
Company
PP&Co
Our focus on your finances gives you the freedom to achieve your personal and professional goals.
51-200 employees
H1B Sponsorship
PP&Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (4)
2022 (4)
2021 (4)
2020 (3)
Funding
Current Stage
Growth StageLeadership Team
Chris Young
Partner
Kevin Kaefer
Partner
Company data provided by crunchbase