Manager, Emerging Growth

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 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

Qualifications & Requirements

• Bachelor’s degree in Accounting or related field (Master’s preferred)
• CPA license
• Minimum 5-7 years of public accounting experience in tax
• Strong experience with corporate and/or partnership taxation
• 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 OITF
• 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 manage multiple engagements (and deadlines both independently and as a team)
• Eligibility to work in the U.S.

Pay

The estimated current salary range for this role is $125,000 to $165,000.

Benefits

At KBF Advisory, we offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement.