Chief Financial Officer

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Location : Pasadena, CA (HQ) — hybrid with periodic travel to U.S. offices

Reports to : Chief Executive Officer (CEO)

Company : KBKG LLC (Specialized tax services : Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC-DISC, and related software)

About KBKG

KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs, including Cost Segregation, Research & Development (R&D) Tax Credits, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, and employee retention credit services. We also offer proprietary calculators and software tools that support these services.

Our headquarters is in Pasadena, California, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas / Fort Worth, TX; Houston, TX.

Scale : ~$50M annual revenue; ~140 employees.

Leadership : CEO Jason Melillo. The CFO reports directly to the CEO.

The Opportunity

The CFO will be a strategic partner to the CEO, responsible for stewarding KBKG’s financial health and scaling infrastructure across a multi-office, consultative services business. The CFO will also provide hands‑on leadership across select operational / shared‑services functions to ensure disciplined execution and data‑driven decision‑making nationwide.

Key Responsibilities

Strategic Finance & Leadership

• Serve as a core member of the executive team, shaping strategy, OKRs, and long‑range planning for a ~$50M, ~140‑person professional services organization.
• Lead annual operating planning, multi‑year financial modeling, scenario planning, and capital allocation (organic growth, software initiatives, partnerships).
• Partner with Practice Leaders (e.g., Cost Segregation, R&D, Energy Incentives, Transfer Pricing / IC‑DISC) to develop service‑line P&Ls, utilization targets, pricing strategies, and margin improvement playbooks.
• Drive board / owner reporting packages and KPI dashboards; present insights and recommendations to executive leadership.

Accounting, Reporting & Controls

FP&A, Pricing & Performance Management

Operations Enablement (No COO in 2026)

Treasury, Compliance, & Risk

Candidate Profile

Experience

Skills & Attributes

Success Metrics (First 12–18 Months)

Work Location & Travel

Primary workplace is Pasadena, CA (HQ) with periodic travel to New York, Atlanta, Chicago, Dallas / Fort Worth, and Houston for leadership meetings and operational reviews. 10‑15% travel.

California competitive base salary range of $250,000 to $350,000, performance‑based bonus, and comprehensive benefits. Equity / long‑term incentives commensurate with experience and impact.

Apply

Please submit your resume and a brief note on relevant experience optimizing finance / operations for multi‑office professional services organizations.

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