Senior Tax Manager, Real Estate

Job overview

The Senior Tax Manager, Real Estate role is onsite in Santa Clara, CA, with an annual salary range of $130,000–$160,000. Compensation may vary based on experience, education, and skill level. The role supports PP&Co, which serves individuals, closely held businesses, and high-net-worth clients.

What you'll do

• Manage and review complex income tax returns and workpapers
• lead client engagements for tax planning, compliance, and provision services
• prepare and review federal, state, and local filings
• assist with real estate transaction structuring and planning, including 1031 exchanges, joint ventures, capital events, and exit strategies
• support high-net-worth clients with tax optimization, charitable giving, estate planning, and wealth transfer
• conduct tax research and prepare technical memoranda
• assist with audit responses
• manage K-1 reporting, partner capital accounts, and basis tracking
• maintain client relationships
• supervise and mentor junior staff
• contribute to business development and process improvements
• collaborate on tax provisions and accounting issues
• assist with engagement budgets, billing, and scheduling.

What we're looking for

Skills & competencies

senior tax manager

real estate tax

tax accounting

partnership tax

tax planning

tax compliance

1031 exchanges

high-net-worth clients

santa clara ca

ascend partner firms

$130k–$160k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• 401(k) with firm matching
• professional development and career growth.

Why this role

Real estate tax planning and complex partnership tax work; CPA license preferred; QuickBooks and CCH Axcess & Engagement experience preferred.

About the employer

Ascend Partner Firms is hiring for this role. Industry: Tax Preparation Services. Sector: 54.