Manager, Middle Market

KBF ADVISORY LLC•Irvine, CA

3h•$130,000 - $169,000•Hybrid

About The Position

KBF is a regional firm built to serve founders and venture-backed companies, offering tax, audit, and advisory services. The firm combines an entrepreneurial mindset with technical expertise to support client growth. KBF is seeking a manager for its Middle Market Tax team, which focuses on privately owned middle-market companies and high-net worth individuals. The group operates in a collaborative, fast-paced, and dynamic environment, providing opportunities to work with high-caliber team members and top-tier clients.

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 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
Eligible to work in the U.S.

Nice To Haves

Master of Accounting is a plus

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