Senior Manager, Emerging Growth Tax

KBF ADVISORY LLC•Irvine, CA

29d•$125,000 - $215,000•Hybrid

About The Position

KBF is seeking a Senior Manager (or Manager) to join their Emerging Growth tax team. The KBF Emerging Growth Tax group focuses on delivering strategic tax advisory and planning services to high-growth, venture-backed, and entrepreneurial companies. They assist founders in navigating complex and evolving business needs and also provide tax compliance support. The ideal candidate will possess strong technical expertise, a client-focused approach, and experience working with dynamic businesses in a fast-paced environment.

Requirements

Bachelor’s degree in Accounting or related field (Master’s preferred)
CPA license
Minimum 8-12+ years of public accounting experience in tax
Strong experience with corporate and/or partnership taxation, with the ability to advise clients on complex tax matters
Demonstrated motivation, adaptability, and strong communication skills with a high level of professionalism
Experience working with startups, SaaS companies, or venture-backed businesses
Experience/willingness to leverage AI tools and LLMs (e.g., Claude, ChatGPT, Copilot, Bloomberg AI) for tax research, memo drafting, and data analysis.
Proficiency in tax software including GoSystem and OIT
Familiarity with Equity compensation (ISOs, NSOs), Section 1202 (Qualified Small Business Stock), R&D tax credits, Multi-state tax considerations, ASC 740, Section 174 capitalization, sales tax/indirect tax, and buy-side/sell-side M&A due diligence
Proven ability to lead multiple engagements (and oversee teams, ensuring quality, efficiency, and deadlines are met)
Eligibility to work in the U.S.

Nice To Haves

Master’s degree

Responsibilities

Serve as a trusted tax advisor to emerging growth companies across the full startup lifecycle—from formation and equity compensation through fundraising, R&D credits, scaling, and exit—while overseeing and reviewing related tax engagements for corporations and partnerships
Identify and develop cross-selling opportunities across the firm, including R&D credits, QSBS (Section 1202), and entity structuring, while collaborating with sales tax compliance and consulting teams and supporting buy-side and sell-side tax due diligence and broader M&A transaction advisory services
Provide proactive tax planning and advisory services to venture-backed and high-growth companies
Review federal and multi-state tax returns for accuracy and completeness
Research complex tax issues and prepare clear, concise technical memoranda
Serve as a primary point of contact for clients and build strong, trusted relationships
Collaborate with internal teams across federal, state, and international tax matters
Mentor and develop associates and senior staff, supporting team growth and engagement
Assist with tax controversy matters, including responding to notices and supporting audits