CAAS Director

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 :

What We Offer :

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 :

Director

Key Skills

Fundraising,Management Experience,Coaching,Analysis Skills,Strategic Planning,Team Management,Budgeting,Leadership Experience,Mentoring,Public Speaking,negotiation,Supervising Experience

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 130000 - 160000