Manager, Audit & Advisory

KBF ADVISORY LLC•Irvine, CA
•$120,000 - $140,000•Hybrid

About The Position

KBF is seeking a Manager to join its Audit & Advisory Services team. The team works on a variety of projects throughout the year in a collaborative, fast-paced environment, serving top-tier clients while maintaining a small-firm atmosphere. The role involves managing audit engagements, including employee benefit plan audits, supporting high-quality audit delivery, developing client relationships, and coaching and supervising audit teams. The position is hybrid in Lake Oswego, Oregon, or San Diego or Irvine, California. The estimated salary range is $120,000–$140,000.

Requirements

  • Bachelor’s degree from an accredited college or university.
  • Licensed CPA or Enrolled Agent in the state of the candidate’s home office.
  • At least 5 years of public accounting or equivalent experience.
  • Must have obtained the title of Manager or an equivalent designation.
  • Technical proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting.
  • Demonstrated experience managing employee benefit plan (EBP) audits.
  • Strong communication skills and demonstrated professionalism.
  • Motivation and ability to learn quickly.
  • Ability to work independently and as part of a team.
  • Proficiency with Microsoft Office products.
  • Eligibility to work in the United States.

Nice To Haves

  • Candidates based near Portland, Oregon; San Diego, California; or Irvine, California are preferred.

Responsibilities

  • Execute day-to-day audit engagement activities and support the delivery of high-quality audits.
  • Develop and maintain strong client relationships and facilitate efficient information flow between clients and the audit team.
  • Proactively manage project deadlines and deliver work according to client expectations and deadlines.
  • Manage employee benefit plan (EBP) audit engagements, including 401(k) plan audits, and ensure compliance with applicable auditing standards and regulatory requirements.
  • Develop and supervise audit teams by coaching team members, providing timely feedback, and reviewing audit documentation.
  • Communicate project status, timelines, issues, progress, and associated budgets to partners and teams.
  • Stay current on changes in the accounting profession and business environment.
  • Develop an understanding of clients’ businesses and processes and build client relationships.
  • Contribute positively to recruiting, team development, training, and retention.
  • Learn KBF methodologies and tools and use them to enhance service delivery.

Benefits

  • Medical insurance
  • Dental insurance
  • 401(k)
  • Pension
  • Equity programs
  • Professional growth and advancement opportunities
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