Manager, Audit & Advisory

KBF Advisory; Irvine (CA); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Pension plan

Equity programs

Job summary

KBF Advisory is seeking a Manager for our Audit & Advisory Services team in a hybrid role across Lake Oswego, OR; San Diego, CA; or Irvine, CA. The position emphasizes high-quality audits, client relationships, and team leadership.

The role requires a CPA or EA, 5+ years in public accounting, GAAP expertise, and strong communication. We offer a path for growth within a small-firm culture backed by founders and leadership.

Qualifications

• Bachelor's degree and CPA or Enrolled Agent (EA) licensure in home state.
• Minimum of 5 years of public accounting or equivalent experience with a Manager title or equivalent designation.
• Demonstrated proficiency in U.S. GAAP and financial reporting.
• Strong communication, professionalism, and ability to work independently and in a team.
• Proficient with Microsoft Office products.
• Eligible to work in the US.
• Based near Portland, OR; San Diego, CA; or Irvine, CA.

Responsibilities

• Execute the day-to-day activities of audit engagements and support high-quality audits.
• Develop and maintain strong client relationships and ensure efficient information flow from client to audit team.
• Proactively manage project deadlines to meet client expectations and deadlines.
• Help develop and supervise audit teams by providing coaching and reviewing documentation.
• Communicate status, timeline, issues, and progress with partners and teams, including budgets.
• Stay current on changes within the profession and business environment.
• Build client relationships and understand clients' business and processes.
• Contribute to recruiting, development, training, and retention of team members.
• Develop thorough understanding of KBF methodologies and tools to enhance service delivery.

Skills

GAAP proficiency

Client relationship skills

Team coaching

Independent with teamwork

Education

Bachelor's degree + CPA or Enrolled Agent

Tools

Microsoft Office

Job description

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients' growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.

KBF is currently seeking a Manager to join our Audit & Advisory Services team.

The KBF Audit & Advisory Services team provides professionals with the opportunity to work on a variety of projects throughout the year to help build invaluable skills and experience. The group's collaborative, fast-paced, and dynamic environment offers employees the opportunity to work with both high-caliber team members and top-tier clients while maintaining a small-firm atmosphere.

Responsibilities

• Execute the day-to-day activities of audit engagements and support the execution of a high-quality audit


• Develop and maintain strong client relationships and ensure efficient information flow from the client to the audit team


• Proactively manage project deadlines to ensure delivery of work product based on client expectations and deadlines


• Help develop and supervise Audit teams on engagements by providing coaching, timely feedback, and reviewing their audit documentation


• Openly communicate with partners, and teams about the status, timeline, issues, and progress of projects, tasks, and associated budgets


• Stay current on changes within the profession and business environment


• Build client relationships and demonstrate understanding of client's business and processes


• Be actively involved in and a positive influence on team recruiting, development, training, and retention


• Contribute to the overall success of the team by developing a thorough understanding of KBF methodologies and tools to enhance service delivery

Qualifications & Requirements

• Bachelor's degree from an accredited college/university & licensed CPA or Enrolled Agent in their home office state


• Minimum of 5 years of public accounting or equivalent experience and have obtained the title \"Manager\" or equivalent designation


• Exhibited technical proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting


• Motivated and quick learner, with strong communications skills and demonstrated professionalism


• Ability to work both independently and as a part of a team


• Proficiency with Microsoft Office products


• Eligible to work in the US


• Based near Portland, OR; San Diego, CA; or Irvine, CA

This candidate must be able to work a hybrid schedule in one of the following office locations: Lake Oswego, OR | San Diego or Irvine, CA

The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $120,000 - $140,000.

Why KBF?

Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle-from formation through exit-within a highly entrepreneurial and collaborative culture. We are proud to provide a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement. Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.