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Senior Associate, Middle Market

Senior Associate, Middle Market

Oregon StaffingLake Oswego, OR, US
12 days ago
Job type
  • Full-time
Job description

Senior Associate

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory 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 skill 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 Senior Associate 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

  • Provide clients guidance on services related to individual, partnership, corporation, trust, and estate taxes
  • Supervise the analysis and computation of client's proprietary tax strategies
  • Serve as the primary client service contact for a portfolio of clients; proactively recognize opportunities to provide additional services
  • Manage the delivery of accounting services to ensure technical accuracy and high-quality work product within budgetary and time constraints
  • Build on technical competence by keeping up to date on tax law, trends and developments; obtain deep technical expertise in the area of accounting for income taxes
  • Lead and manage teams of tax professionals :
  • Participate in the mentoring and development of team members; be actively involved in team recruiting, training, and retention
  • Review associate and senior work before submission to Partner's for top-level review
  • Assist in administrative and operational initiatives as assigned by firm leadership

Qualifications & Requirements

  • Bachelor's degree is required
  • Must have completed the necessary academic credit hours to sit for the CPA exam (CPA license preferred)
  • Proven success supervising complete engagements, and demonstrated technical proficiency in dealing with large, multi-state, internationally active middle-market clients preferred
  • Proficiency in SurePrep and GoSystem Tax RS is required
  • Proficiency in individual, partnership, and corporation taxation
  • Motivated, quick learner with strong communication skills and demonstrated professionalism
  • A minimum of 3 years of recent Middle Market experience and have obtained the title of "Senior Associate" or similar designation
  • Must be eligible to work in the U.S.
  • Lake Oswego, OR Hybrid Schedule

    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 $87,000 - $110,000. Benefits are a vital component of overall compensation. KBF is proud to offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.

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    Senior Middle Market • Lake Oswego, OR, US

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