# Senior Tax Associate at PP&Co

Senior Tax Associate at PP&Co in San Jose, CA; Santa Cruz, CA. Full-time, paying $105k–$120k. Posted July 29, 2026.

- Company: PP&Co
- Location: San Jose, CA; Santa Cruz, CA
- Job type: Full-time
- Pay: $105k–$120k
- Experience: 3+ years
- Posted: 2026-07-29
- Apply: https://job-boards.greenhouse.io/ppco/jobs/5198756007
- Source: https://jobmagic.ai/jobs/senior-tax-associate-ppco-z86774

## Requirements

- Bachelor's degree in accounting or related field required; master's in taxation preferred.

## Description

**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: **We are seeking a talented and driven Tax Senior to join our team on a full-time basis. In this role, you will build and nurture lasting client relationships while managing tax engagements for a diverse portfolio of clients, including privately held businesses, business owners, families, and high-net-worth individuals. 

**Tax Preparation ** 

- Prepare and review federal and state business tax returns for clients, including LLCs, partnerships, C corporations, and gift and estate tax filings, ensuring compliance with applicable tax laws and filing requirements. 

- Review financial statements and support tax accounting schedules for clients, and reconciling book to tax differences. 

- Conduct comprehensive research on tax issues, tax planning strategies, and effective tax rate optimization. 

- Assist in researching client issues and representing clients in IRS audits, ensuring compliance with domestic and international tax laws. 

- Maintain accurate and complete client documentation, working papers, and supporting schedules in compliance with firm and regulatory standards. 

 

**Consulting Services ** 

- Support clients by writing proposals, engagement letters, and overseeing budgeting, staffing, and billing; foster strong client relationships and deliver exceptional service. 

- Perform tax research and collaborate with managers and partners to develop tax planning strategies for business transactions and restructurings, explaining complex tax matters to clients and internal stakeholders. 

- Participate in in-house CPE classes and specialized tax training provided by the firm to stay current on the latest developments in tax regulations. 

 

**Administrative & Leadership Duties ** 

- Supervise and review the work of junior tax staff and interns, providing coaching, technical guidance, and ongoing professional development.  

- Participate in firm-sponsored CPE and specialized tax training (e.g., international tax) to maintain and expand technical expertise and stay current with evolving tax laws and regulations.  

- Share technical knowledge with team members, assist in resolving complex tax issues, and promote consistent application of tax guidance across client engagements. 

 

**Qualifications** 

- Bachelor's degree in accounting or related field required; master's in taxation preferred. 

- CPA license or active CPA candidacy preferred. 

- Minimum 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. 

- High-level proficiency with Microsoft Office (Excel, Word, Outlook), CCH, and QuickBooks Online. 

 

The annual base salary range for this role is $105,000-$120,000. 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.!