Senior Manager, Emerging Growth
KBF Advisory · Irvine, CA · 5 days ago
Marketing$165k–$215k/yrFull-time
About the role
KBF is built differently. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solutions designed to support our clients’ growth and expansion.
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
Qualifications & 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 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 lead multiple engagements (and oversee teams, ensuring quality, efficiency, and deadlines are met)
- Eligibility to work in the U.S.
Pay
The estimated current salary range for this role is $165,000 to $215,000.