Back to Jobs
Ascend Partner Firms

Tax Manager Real Estate at Ascend Partner Firms

Ascend Partner Firms Remote - San Jose, CA

Job Description

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 focusedAre 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 resultsAt 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 differencePacific 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 fieldCPA License Preferred Minimum of 5 years of experience in tax accountingAdvance knowledge of partnership tax real estate taxation and relevant tax compliance issues.Excellent communication leadership and organizational skillsExperience managing tax engagement and supervising staffAbility to work effectively in a team environmentWhat We Offer:Competitive salary and benefits packageComprehensive health dental and vision insurance401(k) with firm matchingOpportunities for professional development and career growthA collaborative and supportive work cultureMeaningful work that makes a difference in our clients livesProficient in accounting and tax software; experience with QuickBooks CCH Axcess & Engagement preferredThe 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 Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 130000 - 160000

Resume Suggestions

Highlight relevant experience and skills that match the job requirements to demonstrate your qualifications.

Quantify your achievements with specific metrics and results whenever possible to show impact.

Emphasize your proficiency in relevant technologies and tools mentioned in the job description.

Showcase your communication and collaboration skills through examples of successful projects and teamwork.

Explore More Opportunities