Note: The job is a remote job and is open to candidates in USA. KBF Advisory is a trusted provider of tax, audit, and advisory services that supports the growth and expansion of entrepreneurial and high-growth companies. The Manager will advise venture-backed and emerging growth companies on tax planning, compliance, and complex transactions while overseeing engagements, developing client relationships, and mentoring team members.
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
Skills
- Bachelor's degree in Accounting or related field
- 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 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 managemultiple engagements (and deadlines both independently and as a team)
- Eligibility to work in the U.S
- Remote (U.S.) or hybrid from one of our office locations: Irvine or San Diego, CA; Lake Oswego, OR; Las Vegas, NV; or Seattle, WA
- Master's
Benefits
- Remote (U.S.) or hybrid from one of our office locations: Irvine or San Diego, CA; Lake Oswego, OR; Las Vegas, NV; or Seattle, WA
- Medical benefits
- Dental benefits
- 401(k)
- Pension
- Equity programs
- A clear path for professional growth and advancement
- Opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit
- A highly entrepreneurial and collaborative culture
Company Overview