Manager, Middle Market Tax

KBF Advisory; Irvine (CA); Hybrid; USD 140,000 - 163,000; Full time

Benefits offered by this job

Medical

Dental

401(k)

Pension

Equity programs

Job summary

KBF Advisory is seeking a manager for its Middle Market Tax team. The role focuses on advising private middle-market clients and high‑net‑worth individuals, with leadership responsibilities and a dynamic, collaborative culture.

The position is remote (U.S.) or hybrid from Irvine or San Diego, CA, with a salary range of $140,000–$163,000 and benefits including medical, dental, 401(k), pension, and equity programs.

Qualifications

• Bachelor's degree in accounting (Master's a plus).
• CPA license required.
• Experience with GoSystem tax software.
• Strong knowledge of California state income tax and apportionment rules.
• 5–7 years of recent Middle Market tax experience at Manager level or similar.
• Experience supervising engagements and mentoring staff.
• Experience with individual, trust, and flow-through taxation; high-net-worth individuals a plus.
• Eligible to work in the U.S.

Responsibilities

• Advise clients on a full spectrum of tax services including planning, research, and compliance.
• Conduct reviews of complex federal and state tax returns.
• Review tax return output for completeness and accuracy.
• Resolve notices from IRS and state authorities.
• Monitor quarterly and year-end deadlines.
• Supervise and mentor tax professionals; lead training and staff development.

Skills

Client advisory

Team supervision

Mentoring staff

Tax planning

Education

Bachelor's degree in accounting

Master of Accounting

Tools

GoSystem tax software

Job description

KBF is built differently. We’re one of the few regional firms built from the ground up to serve founders and venture-backed companies. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solutions 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 Middle Market Tax team.

The KBF Middle Market group delivers quality tax solutions to KBF clients specifically privately owned middle-market companies and high net worth individuals. As a leader in this space, 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:

• Serve as primary contact to advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
• Conduct primary and secondary review of complex tax returns - including federal and state filings
• Review tax return output before submitting return for review for completeness and accuracy
• Resolve and document notices received from IRS and State authorities
• Proactively monitor quarterly and year end deadlines
• Supervise, train, mentor, and evaluate teams of tax professionals:
  • Participate in the development of team; Be actively involved in team training and retention
  • Participate as an instructor in firm training (especially new hire training) and virtual office hours
  • Review workpapers and provide feedback to staff

Qualifications & Requirements:

• Must have a bachelor's degree in accounting or a related field; Master of Accounting is a plus
• Must have CPA license
• Must have experience with GoSystem tax software
• Must have an in-depth understanding of California state income tax returns and apportionment rules
• Must have 5-7 years of recent MM tax experience and have obtained the title of "Manager" or similar designation
• Proven success supervising complete engagements, and demonstrated technical proficiency in dealing with large, multi-state middle-market clients preferred
• Experience in individual, trust, and business flow through entity taxation, as well as experience working with high-net worth individuals and/or Family Office, corporate executives, and/or owners of organizations
• Individuals must be eligible to work in the U.S.

Remote (U.S.) or hybrid from our Irvine or San Diego, CA office

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 $140,000 to $163,000.

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, equity programs, and more, 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.