Role Description KBF is currently seeking a Senior Manager to join our Emerging Growth team. The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning services to high-growth, venture-backed, and entrepreneurial companies, helping founders navigate complex and evolving business needs. The team also provides tax compliance support as part of a holistic client service approach. The ideal candidate will bring strong technical expertise, a client-focused mindset, and experience partnering with dynamic businesses in a fast-paced environment. - 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 - 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 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 lead multiple engagements (and oversee teams, ensuring quality, efficiency, and deadlines are met). - 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. Requirements - 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 $165,000 to $215,000. Benefits - Comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs. - Unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit. - Clear path for professional growth and advancement. - Benefits designed to support your health, protect your family, and enhance your overall quality of life.

Role Description KBF is currently seeking a Manager to join our Emerging Growth team. The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning services to high-growth, venture-backed, and entrepreneurial companies, helping founders navigate complex and evolving business needs. The ideal candidate will bring strong technical expertise, a client-focused mindset, and experience partnering with dynamic businesses in a fast-paced environment. - 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. Qualifications - Bachelor’s degree in Accounting or related field (Master’s preferred). - 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 manage multiple 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. Requirements - 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. - The estimated current salary range for this role is $125,000 to $165,000. Benefits - Comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs. - Unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit. - Clear path for professional growth and advancement. - Benefits designed to support your health, protect your family, and enhance your overall quality of life.

• Build and maximize Vi’s revenue engine by driving sales pipeline, lead generation, and product marketing/Go-to-Market best practices • General management of full sales cycle including prospecting, lead generation, full sales cycle, and deal closing • Build a new sub-ICP from the ground up for the Wellness/D2C vertical, including target account lists, use cases, case studies, and messaging/market fit • Partner closely with the Product team to provide market feedback and iterate on product-market fit for the Wellness/D2C vertical • Become a product expert and internal champion for clients as we improve our products • Provide accurate and detailed forecasts/pipeline tracking • Provide feedback to Vi SVP on strategic initiatives and sales optimization • Ability to build and motivate peers and team members around a shared vision over time, including engaging a communication and listening strategy to improve the team members' experience • A trusted advisor to the Executive Leadership Team

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