Senior Associate, Advisory Services

KBF ADVISORY LLC•Lake Oswego, OR
•$105,000 - $125,000•Remote

About The Position

KBF is seeking a Senior Associate to join its Advisory Services team. The team works on a variety of projects throughout the year in a collaborative, fast-paced, and dynamic environment, serving top-tier clients alongside experienced colleagues while maintaining a small-firm atmosphere. The role involves technical accounting research and documentation, SEC reporting support, IPO readiness, accounting due diligence, purchase accounting for M&A transactions, client relationship management, project oversight, and coaching junior team members. The position is based in Lake Oswego, Oregon, or may be performed remotely within the United States. The estimated salary range is $105,000 to $125,000. KBF offers exposure to founders and leadership teams across the startup lifecycle, from formation through exit, and describes its culture as entrepreneurial and collaborative, with opportunities for professional growth and advancement.

Requirements

  • Bachelor’s degree from an accredited college or university.
  • Completion of the academic credit hours necessary to sit for the CPA exam.
  • At least 2 years of public accounting advisory experience, preferably 3 or more years, and having attained the title of Senior Associate or equivalent experience.
  • Strong technical knowledge of U.S. GAAP, including experience researching and documenting complex accounting issues.
  • Strong financial reporting and SEC reporting skills.
  • Demonstrated supervisory experience and the ability to oversee engagements to meet client deadlines.
  • Must be eligible to work in the United States.

Nice To Haves

  • Three or more years of public accounting advisory experience.

Responsibilities

  • Research and analyze complex GAAP technical issues, including revenue recognition, business combinations, lease accounting, debt/equity classification, and stock-based compensation, and draft position papers or technical memoranda.
  • Assist clients with SEC reporting requirements, including preparation of 10-K and 10-Q filings and support for S-1 filings and registration statements.
  • Support clients with IPO readiness, technical accounting due diligence, and purchase accounting for M&A transactions.
  • Communicate with clients to develop and maintain strong relationships and ensure efficient information flow to the advisory team.
  • Proactively manage project deadlines and deliver work products according to client expectations and deadlines while maintaining quality standards.
  • Coach and review Associates and 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.

Benefits

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