KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax leader, providing a comprehensive range of services designed to support our clients' growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical knowledge 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 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

Review workpapers and provide feedback to staff

Supervise, train, mentor, and evaluate teams of tax professionals:

Participate in the development of team members; Be actively involved in team recruiting, training, and retention

Participate as an instructor in firm training (especially new hire training) and virtual office hours

Qualifications & Requirements:

Bachelor's degree in accounting or a related field is required, Master of Accounting a plus

CPA license or Enrolled Agent certification required

Proven success supervising complete engagements, and demonstrated technical proficiency in dealing with large, multi-state middle-market clients preferred

Must have an in-depth understanding of various state income tax returns and apportionment rules

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

Managers: Minimum of 5 years of recent MM tax experience and have obtained the title of "Manager" or similar designation

Individuals must be eligible to work in the U.S.

Please visit the following link for information related to pay transparency for employees who will work and reside in the United States: https://kbfcpa.com/about/careers/us-salary-statement/

KBF

Latest Jobs

Manager, Middle Market

Manager, Middle Market