Middle Market Lending Manager jobs in Oregon

KBF is built differently. With an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized leader in Middle Market Tax Services.

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 or Senior 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:

1. Serve as primary contact to advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities   
2. Conduct primary and secondary review of complex tax returns – including federal and state filings
3. Review tax return output before submitting return for review for completeness and accuracy
4. Resolve and document notices received from IRS and State authorities
5. Proactively monitor quarterly and year end deadlines
6. Review workpapers and provide feedback to staff
7. 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
  1. Managers: Minimum of 5 years of recent MM tax experience and have obtained the title of “Manager” or similar designation
  2. Senior Managers: Minimum of 9 years of recent MM tax experience and have obtained the title of “Senior Manager or Director” or similar designation
• Individuals must be eligible to work in the U.S.

Lake Oswego, OR | Las Vegas, NV| Irvine, CA | San Diego, CA | Seattle, WA | Remote, USA

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/