Senior Associate, Advisory Services

KBF Advisory; Lake Oswego (OR); Hybrid; USD 105,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

401(k) and pension

Equity programs

Job summary

KBF Advisory in Lake Oswego, OR is seeking a Senior Associate to join our Advisory Services team. You will research GAAP issues, draft technical memos, and support SEC reporting and IPO readiness for clients.

You will mentor Associates/Interns, manage deadlines, and collaborate with Partners to deliver high-quality work while staying current on accounting principles.

Qualifications

• Must have bachelor’s degree from an accredited college/university
• Must have completed the necessary academic credit hours to sit for the CPA exam
• Minimum of 2 years (preferably 3+) in public accounting advisory work and have reached the title of Senior Associate (or equivalent experience)
• Strong technical knowledge of U.S. GAAP with experience researching and documenting complex accounting issues
• Strong financial reporting and SEC reporting skills
• Demonstrated supervisory experience and proven ability to oversee engagements to meet client deadlines
• Individuals must be eligible to work in the U.S.

Responsibilities

• Research and analyze complex GAAP technical issues (e.g., revenue recognition, business combinations, lease accounting, debt/equity classification, stock-based compensation) and draft position papers/technical memos
• Assist clients with SEC reporting requirements, including 10-K/10-Q preparation, and S-1/registration statement support
• Support clients through IPO readiness, technical accounting due diligence, and purchase accounting for M&A transactions
• Communicate with clients to develop and maintain strong client relationships and ensure the efficient information flow from the client to the advisory team
• Proactively manage project deadlines to ensure delivery of work products based on client expectations and deadlines while ensuring overall quality standards
• Coach and review the work of Associates/Interns, providing technical feedback on research and memo drafting
• Collaborate with Partners and Managers on engagement status, technical conclusions, and client communications
• Stay up to date with current accounting principles and industry-specific knowledge

Skills

Supervisory experience

CPA exam eligibility

U.S. GAAP knowledge

Financial reporting

SEC reporting

Education

Bachelor’s degree

CPA exam credits

Job description

KBF is built differently. 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 Senior Associate to join our Advisory Services team.

The KBF Advisory 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 professionals the opportunity to work with both high-caliber team members and top-tier clients while maintaining a small-firm atmosphere.

Responsibilities

• Research and analyze complex GAAP technical issues (e.g., revenue recognition, business combinations, lease accounting, debt/equity classification, stock-based compensation) and draft position papers/technical memos
• Assist clients with SEC reporting requirements, including 10-K/10-Q preparation, and S-1/registration statement support
• Support clients through IPO readiness, technical accounting due diligence, and purchase accounting for M&A transactions
• Communicate with clients to develop and maintain strong client relationships and ensure the efficient information flow from the client to the advisory team
• Proactively manage project deadlines to ensure delivery of work products based on client expectations and deadlines while ensuring overall quality standards
• Coach and review the work of Associates/Interns, providing technical feedback on research and memo drafting
• Collaborate with Partners and Managers on engagement status, technical conclusions, and client communications
• Stay up to date with current accounting principles and industry-specific knowledge

Qualifications & Requirements

• Must have bachelor’s degree from an accredited college/university
• Must have completed the necessary academic credit hours to sit for the CPA exam
• Minimum of 2 years (preferably 3+) in public accounting advisory work and have reached the title of Senior Associate (or equivalent experience)
• Strong technical knowledge of U.S. GAAP with experience researching and documenting complex accounting issues
• Strong financial reporting and SEC reporting skills
• Demonstrated supervisory experience and proven ability to oversee engagements to meet client deadlines
• Individuals must be eligible to work in the U.S.

Lake Oswego, OR | Remote, USA 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 $105,000 to $125,000.

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.