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 level. In 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 Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.  

Why Join Us: As a member of our award-winning firm, you'll 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 team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives. 

Position Overview 

The Accounting Manager is a core delivery role within PP&Co's Client Accounting Services practice. This individual is responsible for managing the day-to-day accounting operations for an assigned portfolio of clients across a range of industries. The Accounting Manager ensures accurate and timely financial reporting, maintains strong client relationships, and collaborates closely with the Team Lead and Accounting Advisors to deliver consistent, high-quality service. 

Responsibilities:

Client Accounting & Reporting

• Serve as the primary accounting contact for an assigned client portfolio, managing all aspects of bookkeeping and financial reporting. 
• Oversee and perform month-end close procedures, including journal entries, account reconciliations, and variance analysis.
• Prepare and deliver accurate financial statements (income statement, balance sheet, cash flow) on a monthly, quarterly, and/or annual basis per client engagement terms.
• Maintain and reconcile the general ledger, ensuring accuracy and completeness of all transactions in QuickBooks Online.
• Coordinate with offshore bookkeeping, AR, AP, and payroll teams to ensure timely processing and accuracy of transactional data. 

Client Relationship Management 

• Develop and maintain strong working relationships with assigned clients, acting as a reliable and knowledgeable point of contact.
• Communicate proactively with clients regarding financial results, open items, and deadlines.
• Identify and escalate complex client issues or advisory opportunities to the Team Lead or Accounting Advisor as appropriate. 

Internal Collaboration 

• Work closely with the Team Lead to ensure client deliverables meet firm quality standards and are completed on schedule.
• Assist in training and mentoring junior staff and offshore team members as needed.
• Contribute to the continuous improvement of internal processes, workflows, and documentation standards. 

Qualifications 

• Bachelor's degree in Accounting, Finance, or a related field required.
• Minimum 3–5 years of accounting experience, preferably in a public accounting or outsourced accounting services environment.
• Proficiency in QuickBooks Online (QBO) required; experience with QBO Advanced or multiple QBO entities is a plus.
• Strong understanding of GAAP and general accounting principles.
• Excellent organizational skills and attention to detail, with the ability to manage multiple client deadlines simultaneously.
• Professional communication skills, both written and verbal. 

The annual base salary range for this role is $105,000–$125,000, based on market data for the San Jose, CA area. This range reflects the anticipated low and high end of the salary band for this position. Actual compensation may vary depending on factors such as location, 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! 

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. And now, we are taking our commitment to excellence to a new level. In 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 Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.  

Why Join Us: As a member of our award-winning firm, you'll 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 team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives. 

Position: 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 Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters, your career can grow, and your work makes a difference 

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 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 $130,000-$160,000. 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! 

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. And now, we are taking our commitment to excellence to a new level. In 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 Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com. 

Why Join Us: As a member of our award-winning firm, you'll 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 team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to 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 brings both technical excellence and a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters, your career can grow, 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 engagement 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. 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! 

Unleash Your Potential: Senior Tax Associate at PP&Co Awaits

Are you passionate about helping individuals and businesses achieve financial success? Do you thrive in a collaborative environment where integrity and excellence are paramount? If so, PP&Co. is looking for you!

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 level. In 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 Ascend’s 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, you'll 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 team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives.

Position: Tax Senior Are you ready to take your career to the next level? We are seeking a talented and driven Senior Tax Asscoiate to join our team on a full-time basis. In this role, you'll have the exciting opportunity to build and nurture client relationships while managing tax engagements for a diverse range of clients, including privately held businesses, business owners, families, and high-net-worth individuals.

Responsibilities:

• Prepare business tax returns and financial statements for multinational clients, including LLCs, partnerships, C-corps, and gift and estate tax filings.
• Conduct comprehensive research on tax issues related to multinational business decisions, tax planning strategies, and effective tax rate optimization.
• Participate in in-house CPE classes and specialized international tax training provided by the firm to stay updated on the latest developments in tax regulations.
• Assist in researching client issues and representing clients in IRS audits if necessary, ensuring compliance with domestic and international tax laws.
• Support clients by writing proposals, engagement letters, budgeting, staffing, and billing, fostering strong client relationships and delivering exceptional service.

Qualifications:

• Bachelor’s degree or related field; Master’s in Taxation preferred (CPA or CPA candidate preferred)
• Minimum of 3 years of experience in tax accounting
• Strong technical skills in tax compliance and planning
• Excellent communication and interpersonal skills
• 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 

The annual base salary range for this role is $80,000-$100,000. 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.!