Teams at KBF Advisory, LLC

Provides corporate tax services, including ASC 740 income tax provisions, tax compliance, tax research, and tax planning. The role manages client projects, deadlines, budgets, and deliverables; reviews work prepared by junior staff; communicates project status and tax-law updates; supports team development; and builds client relationships.

Manage corporate tax services for clients ranging from startups to Fortune 500 companies. Responsibilities include preparing and reviewing ASC 740 income tax provisions, corporate tax returns, compliance work, tax planning strategies, and federal, state, and international tax matters. Serve as a primary client contact, oversee engagement delivery, manage budgets and timelines, lead tax professionals, review work, mentor staff, and support recruiting and firm initiatives.

Lead tax advisory, planning, compliance, and transaction support for high-growth, venture-backed, and entrepreneurial companies. Review federal and multistate returns, research complex tax matters, prepare technical memoranda, identify cross-selling opportunities, support tax due diligence and controversy matters, manage client relationships, and mentor tax professionals. The role requires extensive public accounting tax experience, CPA licensure, corporate or partnership taxation expertise, and familiarity with startup tax issues, equity compensation, R&D credits, Section 1202, ASC 740, and M&A.