Manager, Middle Market Tax

KBF ADVISORY LLC; Oregon; Hybride; USD 140 000 - 163 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

401(k) plan

Pension

Equity programs

Résumé du poste

KBF Advisory LLC in the United States is seeking a Manager to join the Middle Market Tax team. You will advise clients on tax planning, compliance, and allocations, and supervise engagements for privately owned middle-market companies and high-net-worth individuals.

The role offers a remote (US) or hybrid arrangement from our Irvine or San Diego offices, with a collaborative, high-caliber team and opportunities for professional growth through training and leadership development.

Qualifications

• Must have a bachelor's degree in accounting or a related field; Master of Accounting is a plus.
• CPA license required.
• Experience with GoSystem tax software.
• Deep knowledge of California state income tax and apportionment rules.
• 5-7 years of recent MM tax experience with the title of Manager or similar designation.
• Proven success supervising engagements and handling multi-state middle-market clients.
• Eligible to work in the U.S.

Responsabilités

• 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 federal and state tax returns.
• Review tax return output before submission for completeness and accuracy.
• Resolve and document notices from IRS and State authorities.
• Proactively monitor quarterly and year-end deadlines.
• Supervise, train, mentor, and evaluate teams of tax professionals.
• Participate in team development and training activities.
• Participate as an instructor in firm training and virtual office hours.
• Review workpapers and provide feedback to staff.

Connaissances

Team leadership

Mentoring

Staff training

Client advisory

Formation

Bachelor's degree in accounting

Master of Accounting

Outils

GoSystem tax software

Description du poste

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.