Manager, Middle Market Tax

KBF ADVISORY LLC•Irvine, CA

9d•$140,000 - $163,000

About The Position

KBF is seeking a Manager to join its Middle Market Tax team, which provides tax solutions to privately owned middle-market companies and high-net-worth individuals. The role serves clients across tax planning, research, compliance, allocations, and general transactional activities, while supporting complex federal and state tax filings. The manager also leads and develops tax professionals through supervision, training, mentoring, and workpaper review. The position may be performed remotely within the U.S. or in a hybrid arrangement from KBF’s Irvine or San Diego, California office.

Requirements

Bachelor’s degree in accounting or a related field.
CPA license.
Experience with GoSystem tax software.
In-depth understanding of California state income tax returns and apportionment rules.
5–7 years of recent middle-market tax experience and prior attainment of the title of Manager or a similar designation.
Experience in individual, trust, and business flow-through entity taxation.
Individuals must be eligible to work in the U.S.

Nice To Haves

Master of Accounting degree.
Proven success supervising complete engagements.
Demonstrated technical proficiency working with large, multi-state middle-market clients.
Experience working with high-net-worth individuals and/or family offices, corporate executives, and/or owners of organizations.

Responsibilities

Serve as the primary contact advising clients on tax planning, research, compliance, allocations, and general transactional activities.
Conduct primary and secondary reviews of complex tax returns, including federal and state filings.
Review tax return output for completeness and accuracy before submitting it for review.
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 team development and 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.