Jobs · Marketing · California

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.

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