[Hiring] Manager, Middle Market Tax @KBF ADVISORY LLC

Role Description

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.

• 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

• 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

Requirements

• 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.

Benefits

• Comprehensive range of quality benefits, including medical, dental, 401(k), pension, equity programs, and more
• Unique opportunity to work directly with founders and leadership teams
• Gaining exposure across the full startup lifecycle—from formation through exit
• Clear path for professional growth and advancement
• Benefits designed to support your health, protect your family, and enhance your overall quality of life