Manager, Middle Market

Middle Market Tax Manager

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. Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests. KBF is currently seeking a manager to join our Middle Market Tax team. The KBF Middle Market group delivers quality tax solutions to KBF clients specifically privately owned middle-market companies and high net worth individuals. As a leader in this space, the group's collaborative, fast-paced, and dynamic environment offers employees the opportunity to work with both high-caliber team members and top-tier clients while maintaining a small-firm atmosphere.

Responsibilities:

• Serve as primary contact to advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
• Conduct primary and secondary review of complex tax returns – including federal and state filings
• Review tax return output before submitting return for review for completeness and accuracy
• Resolve and document notices received from IRS and State authorities
• Proactively monitor quarterly and year end deadlines
• Supervise, train, mentor, and evaluate teams of tax professionals:
• Participate in the development of team; Be actively involved in team training and retention
• Participate as an instructor in firm training (especially new hire training) and virtual office hours
• Review workpapers and provide feedback to staff

Qualifications & Requirements:

• Must have a bachelor's degree in accounting or a related field; Master of Accounting is a plus
• Must have CPA license
• Must have experience with GoSystem tax software
• Must have an in-depth understanding of California state income tax returns and apportionment rules
• Must have 5-7 years of recent MM tax experience and have obtained the title of "Manager" or similar designation
• Proven success supervising complete engagements, and demonstrated technical proficiency in dealing with large, multi-state middle-market clients preferred
• Experience in individual, trust, and business flow through entity taxation, as well as experience working with high-net worth individuals and/or Family Office, corporate executives, and/or owners of organizations
• Individuals must be eligible to work in the U.S. Remote (U.S.) or hybrid from our Irvine or San Diego, CA office

The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $130,000 - $169,000.

Why KBF? Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit—within a highly entrepreneurial and collaborative culture. We are proud to provide 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. Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.