Job Description
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 multiple Controllers to join our US Managed Accounting Services team in the following locations: Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC. This position will play a key role in launching and building a new client market for KBF, helping to drive growth in this area.
As an external client-facing Controller at KBF within the Managed Accounting Services practice, you will be responsible for assisting clients by leading the monthly close of their books, properly recording revenue, documenting and performing analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets and internal processes, and review of other team members' work. Each Controller will manage between 15-25 clients depending on the workload and size of the clients.
This position is a management-level role with the expectation that client service is critical. This role will report to a Director of Managed Accounting Service and be supported by a team of accountants across KBF's global offices.
Responsibilities
Serve in a client-facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level
Act as a hands-on, working manager who is willing to roll up their sleeves and do what is necessary to ensure work is completed accurately and efficiently
Proactively identify and solve challenges by developing a deep understanding of each client's business. Leverage full-cycle accounting experience to ensure accurate transaction recording and to streamline client accounting processes
Plan, assign, and review work performed by Bookkeepers working on the engagements to ensure accuracy and provide feedback for improvement. Assist in implementation of new tools and software
Own the monthly, quarterly, and year-end financial close processes for multiple clients simultaneously, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items. Develop a detailed close plan for each client and ensure all tasks are completed prior to a formal review with the Director of Managed Accounting Services.
Proactively manage project deadlines to ensure deliverables align with client expectations and deadlines
Collaborate with the Managed Accounting Services and Tax teams regarding technical matters, progress of projects, tasks, and associated budgets
Review client financial performance on a monthly basis and make recommendations for improvement
Assist clients with the proper recording of transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance
Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements
Perform other related duties as necessary or assigned
Comply with the firm's policies and procedures, such as timesheet submission, attendance policy, etc.
Qualifications & Requirements
Bachelor's degree in accounting or a related field
CPA license
Previous work experience as a Controller or similar role
In-depth working knowledge and understanding of U.S. General Accepted Accounting Principles (GAAP)
Ability to learn and work in multiple accounting systems and prioritize multiple tasks in a fast-paced, high-volume environment
Advanced level MS Excel skills
Excellent organizational skills and attention to detail
Motivated, quick learner with strong communication skills and demonstrated professionalism
Able to work independently and as part of a team to see projects through to completion
Individuals must be eligible to work in the U.S.
Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC
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 $115,000 to $180,000.
Benefits are also 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.
$115k-180k yearly 23d ago
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Manager, Sales & Use Tax
Kbf Cpas LLP 4.2
Kbf Cpas LLP job in California
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 Manager to join our Sales and Use Tax team.
The KBF Sales and Use Tax group offers a comprehensive range of services designed to support our client's growth and expansion. Our services and projects are tailored to meet our clients' needs. Services include multistate expansion analysis, income/sales tax nexus analysis and planning, income/sales tax compliance, and representation in examinations. 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 sales and use tax consulting, including nexus studies, technical research, exposure quantification, voluntary disclosures, reverse sales tax audits, ASC 450 reviews, technology, planning and other sales and use related projects
Advise clients of the sales and use tax implications relating to their business objectives; recommend alternate courses of action, as well as identify different methods of complying with sales and use tax statutes and regulations
Serve as the primary client service contact for a portfolio of sales and use tax clients; proactively recognize opportunities to provide additional services
Manage delivery of accounting services to ensure technical accuracy and high-quality work product within budgetary and time constraints
Develop and manage client relationships by understanding their business operations and tailoring our services to their specific needs
Proactively manage project deadlines to ensure delivery of work product based on client expectations and statutory deadlines
Research and stay current on changes in the profession and US state tax law
Qualifications & Requirements
Bachelor's degree from an accredited college/university & licensed CPA or Enrolled Agent in their home office state
Minimum of 5 years of tax experience in public accounting with a focus on Sales and Use Tax
Motivated, quick learner with strong communication skills and demonstrated professionalism
Able to work independently and as part of a team
Irvine, CA | Lake Oswego, OR | Las Vegas, NV | San Diego, CA | Seattle, WA | Remote, USA
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 CPAs, 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 $125,000 to $165,000.
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.
$125k-165k yearly Auto-Apply 60d+ ago
Tax Director
Citrin Cooperman Advisors LLC 4.7
Remote or Los Angeles, CA job
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
We are looking for a Director - Commercial Tax Services to join our Tax Department in our West Los Angeles office. As a Tax Director, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
NOTE: This is a hybrid position.
Responsibilities:
Review of tax returns, tax workpapers and tax projections
Possess strong technical skills in individuals, partnerships, and S-corporations
Provide effective consulting, planning and compliance for your clients
Perform tax research to resolve issues
Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
Cross-sell to our client base including assisting clients with tax issues
Participate in industry or service line-related organizations
Maintain strong relationships with a highly proactive approach to serving clients
Participate in business development activities
Coordinates with partner to ensure timeliness and effective communication for proper planning of project
Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax practice
Maintaining knowledge of new tax issues and general business trends that affect the client
Qualifications:
Bachelor's degree in Accounting required
Master's in taxation is preferred
CPA required
10+ years of progressive public accounting experience
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high-quality client service
Outstanding analytical, organizational and project management skills
Proficient with CCH Axcess, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, XCM and Microsoft Office
What we offer:
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Modern, high-tech work environment [in the world-renowned Rockefeller Center] (delete for other offices)
About Citrin Cooperman
Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S.
This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.
For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
For positions in California, the salary range is $150,000 -- $260,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
$150k-260k yearly Auto-Apply 60d+ ago
Tax Operations Manager (49781)
Citrin Cooperman 4.7
San Diego, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Tax Operations Manager to join our Tax Operations (Tax Ops.) team. They're responsible for managing and supporting tax processes and production in their local office(s), region, and nationally.
They work closely with local/regional office Tax Ops. leadership to help drive and support tax policies and procedures. They support all faucets of the firm's tax process and production environment.
Responsibilities are, but not limited to:
E-filing support: electronically file in national pools, as well as monitor the e-file portal for respective local office(s), while timely addressing e-file rejections and schema validation errors.
Return assembly management: collate and supervise income tax returns, extensions and miscellaneous information returns in respective local office(s).
SafeSend support: supervise SafeSend assembly, including but not limited to SafeSend delivery to clients in respective local office(s) and national pools.
SurePrep support: supervise the creation of SurePrep binders and verification in respective local office(s) and national pools.
CCH Workflow (XCM) support: create and move tasks, as well as support all XCM reporting and due date management for respective local office(s).
Make updates to PIC and second-responsibility requests.
New client support: support all tax platforms in respective local office(s) and national pools.
National India support: permissions.
Offer support to all Tax Ops. SWAT teams.
E-File forms 1042, 1099, and 8027 for respective local office(s) and national pools.
Understand, troubleshoot, and support Tax department policies and procedures across all offices.
Manage the closing of deadlines for respective regions, as well as offer back-up support for the national footprint.
Train, mentor, and manage Tax Ops. Coordinators in their respective local office(s).
Support newly integrated firms.
Conduct weekly check-in meetings with the Tax Ops. team, as well as providing them with weekly training to improve performance.
Communicate with Tax Ops. team members within their respective regions.
Qualifications
The ideal candidate must:
Bachelor's degree in business administration or related field.
3-5 years of experience in the tax/accounting industry.
Be proficient in Microsoft Office, specifically Word, Outlook, and Excel. (superior Excel skills preferred).
Be knowledgeable on CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar.
Can work independently as well as a team player.
Can juggle multiple projects, as well as meet tight deadlines and effectively handle stressful situations.
Can be available to work overtime and weekends during the spring and fall busy seasons.
Possess strong verbal and written communication skills.
Possess strong organizational skills and be detail oriented.
Travel will be required to the respective assigned local office(s) during the busy season and off season for training purposes.
$104k-140k yearly est. 6d ago
Audit Manager (50054)
Citrin Cooperman 4.7
San Diego, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Audit Manager to join the Audit Department. This is a hybrid position based in San Diego, CA. As an Audit Manager, you will be responsible for:
Lead engagement teams in conducting comprehensive audits, reviews, and compilations, including fieldwork, testing, and documentation review.
Identify key audit risk areas, formulate overall audit approaches, and present conclusions to Partners.
Train and mentor team members to ensure high-quality work, streamline processes, and foster professional growth.
Cultivate positive relationships with clients through proactive communication and engagement with client personnel.
Coordinate and communicate with Partners regarding work status and client issues.
Evaluate staff performance and deliver constructive feedback as needed.
Develop budgets and pricing strategies for audit engagements.
Participate in business development activities, including proposal preparation, and networking events, to support the growth and expansion of the firm.
Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices.
Participate in professional development activities to enhance technical skills and knowledge.
Qualifications
Bachelor's degree in Accounting or related field
CPA or obtain 150 credit hours for CPA eligibility
Minimum of 6 years with a public accounting firm required, including at least 2 years in a supervisory capacity
Proficiency in managing teams across various engagements
Excellent verbal and written communication skills, with a focus on client responsiveness
Strong analytical, organizational, and project management abilities
Demonstrated teamwork and leadership skills
Ability to excel both independently and collaboratively
Proficient in Microsoft Office Applications
Knowledge of Caseware/Caseview is a plus
$94k-119k yearly est. 2d ago
Tax Experienced Staff - Commercial Tax (49978)
Citrin Cooperman 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Staff in the Commercial Tax Services (CTS) Department. As a CTS Staff, you will be responsible for:
Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual)
Organizing tax information and assisting with tax notices and examinations
Assisting with tax audits, perform light research projects and monitor and review financial information
Communicate with Senior and/or Manager on work status and client issues that arise.
Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence.
Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Qualifications
Bachelor's degree required; master's in taxation preferred
Minimum of 2 years of experience in public accounting
Possess general knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation
CPA eligibility preferred
Be able to apply basic accounting principles to engagements
Have excellent written and verbal communication skills
Be highly motivated and able to work individually and in a team setting
Have outstanding analytical, organizational and project management skills
Have the ability to multi-task
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
A Tax intern is provided with tools and training to gain professional skills and experience. The internship is structured as a learning experience that combines class theory with real world applications.
The Summer Internship Program is an 8-week long program in-person, usually beginning early June and ending late July depending on your department.
Responsibilities:
Prepare tax returns and tax extensions.
Organize tax information.
Assist with tax notices and examinations.
Maintain working knowledge of tax preparation software used in office.
Various administrative tasks, as needed.
Qualifications
Qualified candidates will be a junior or year prior to graduation (dependent on 4- or 5-year program) in an accounting program.
Have the flexibility to work Monday - Thursday in person/in the office each week
Have the flexibility to work a minimum of 25 hours each week.
Have the flexibility to work weekends as needed.
Have a minimum GPA of 3.0/4.0
Must be authorized to work in the US.
Have strong organizational, interpersonal and communication skills.
Be detail oriented.
Be proficient in Microsoft Office Suite.
Must be authorized to work in the US.
$41k-58k yearly est. 6d ago
BMFO Account Manager
Citrin Cooperman Advisors LLC 4.7
Los Angeles, CA job
This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
We are looking for an Account Manager to join our Advisory Department in our Los Angeles office. As an Account Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities, but not limited to:
Responsible for understanding the Client's organization and structure, knowing the product/services and keeping abreast of Client news and changes
Maintains and updates Client's records
Develops system tailored to each client to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
Maintains accounts by verifying, allocating, and posting transactions
Maintains Data faction ledgers for client entities
Prepares credit card allocations and reconciliations
Processes bill payments (check, electronic), bank deposits, wire transfers, invoicing
Provides daily service to clients, their assistants/family/attorneys/agents
Deals with asset acquisitions and dispositions, closings and new account set ups
Manages client's payroll for their office and household employees
Tracks residual and fee income payments
Maintains historical records by filing documents
Prepares financial reports by collecting, analyzing, and summarizing account information and trends
Processes medical claims and necessary follow up
Responsible for ad hoc requests internal or external
Prepares 1099's and tax reporting for internal tax department
Qualifications:
5+ years of related experience within a professional services organization
Outstanding written, verbal and interpersonal skills
Ability to multi-task and shift focus as needed
Possess basic accounting knowledge
Strong attention to detail
Multi-tasker
Knowledge of Datafaction, Microsoft Excel and Word
Knowledge of Medicaid, DGA, SAG and WGA benefits
About Citrin Cooperman:
Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: ***********************
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
For positions in California, the salary range is $90,000 -- $105,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
$90k-105k yearly Auto-Apply 60d+ ago
Tax Staff - Commercial Tax Services (49807)
Citrin Cooperman 4.7
San Diego, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Tax Staff in the Commercial Tax Services (CTS) Department. This is a hybrid position based in our San Diego, CA location. As a CTS Staff, you will be responsible for:
Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual).
Organizing tax information and assisting with tax notices and examinations.
Assisting with tax audits, perform light research projects and monitor and review financial information.
Communicate with Senior and/or Manager on work status and client issues that arise.
Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence.
Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Qualifications
Bachelor's degree required; Master's in taxation preferred
Minimum of 2 years of experience in public accounting
Possess general knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation
CPA eligibility preferred
Be able to apply basic accounting principles to engagements
Have excellent written and verbal communication skills
Be highly motivated and able to work individually and in a team setting
Have outstanding analytical, organizational and project management skills
Have the ability to multi-task
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$71k-94k yearly est. 6d ago
Tax Director
Citrin Cooperman Advisors LLC 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Commercial Tax Services Director to join our Tax Department. As a Commercial Tax Services Director, you will be responsible for:
Responsibilities:
Review of tax returns, tax workpapers and tax projections
Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus)
Provide effective consulting, planning and compliance for your clients
Perform tax research to resolve issues
Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
Work to expand client base and supports business development activities
Participate in industry or service line-related organizations
Maintain strong relationships with a highly proactive approach to serving clients
Coordinates with partner to ensure timeliness and effective communication for proper planning of project
Coaching, mentoring, and training staff
Maintaining knowledge of new tax issues and general business trends that affect the client
Qualifications:
Bachelor's degree in Accounting required, Master's in taxation is preferred, CPA preferred
10+ years of progressive public accounting experience
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high-quality client service
Outstanding analytical, organizational and project management skills
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
For positions in California, the salary range is $180,000 -- $250,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
$180k-250k yearly Auto-Apply 60d+ ago
Tax Senior - Commercial Tax (50038)
Citrin Cooperman 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Senior in the Commercial Tax Services (CTS) Department. As a CTS Senior, you will be responsible for:
Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual)
Review tax work of staff and interns and provide feedback, training, and mentoring
Review tax information and coordinate with clients and staff while building relationships
Assist with the coordination of the day-to-day duties of planning, tax work, and delivery of finished work product
Able to perform tax research and resolve issues
Identify and communicate tax matters to Managers and Partners
Qualifications
Bachelor's degree required; master's in taxation preferred
3-5 years of professional experience, preferably in a mid-size public accounting firm
Possess advanced knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation
CPA or CPA eligible preferred
Excellent written and verbal communication skills
Demonstrate strong client services skills
Approaches projects with a sense of urgency
Be highly motivated and able to work individually and in a team setting
Outstanding analytical, organizational and project management skills
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$80k-115k yearly est. 2d ago
Tax Director - Commercial Tax (49678)
Citrin Cooperman 4.7
San Diego, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Commercial Tax Services (CTS) Director in the Tax Department. This is a hybrid position based in our San Diego, CA location. As a CTS Director, you will be responsible for:
Responsibilities:
Review of tax returns, tax workpapers and tax projections.
Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus).
Provide effective consulting, planning and compliance for your clients.
Perform tax research to resolve issues.
Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
Work to expand client base and supports business development activities.
Participate in industry or service line-related organizations.
Maintain strong relationships with a highly proactive approach to serving clients.
Coordinates with partner to ensure timeliness and effective communication for proper planning of project.
Coaching, mentoring, and training staff.
Maintaining knowledge of new tax issues and general business trends that affect the client.
Qualifications
Bachelor's degree in Accounting required, Master's in taxation is preferred, CPA preferred
10+ years of progressive public accounting experience
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high-quality client service
Outstanding analytical, organizational and project management skills
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$121k-167k yearly est. 6d ago
Entry Level Full Time 2026 | Tax Staff | Woodland Hills (47178)
Citrin Cooperman 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for entry-level staff to join our Tax Department. As an entry level staff, you will be responsible for following, but not limited to:
Prepare various tax returns (1040s, 1041s, 1065s, 1120s), tax extensions and tax projections.
Organizing tax information.
Assisting with tax notices and examinations.
Assisting with tax audits, performing light research projects and monitoring and reviewing financial information.
Maintain working knowledge of tax software used in office.
Qualifications
Bachelor's degree in Accounting or related field; master's in taxation preferred
Minimum GPA of 3.0 from an accredited college or university
CPA or obtain 150 credit hours for CPA eligibility
Excellent verbal and written communication skills
Strong organizational and multitasking abilities
Demonstrated teamwork and leadership skills
Ability to excel both independently and collaboratively
Approach projects with a sense of urgency
Outstanding analytical, organizational, and project management skills
Proficient in Microsoft Office Applications
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$55k-69k yearly est. 6d ago
Controller, Managed Accounting Services
Kbf Cpas LLP 4.2
Kbf Cpas LLP job in California
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 multiple Controllers to join our US Managed Accounting Services team in the following locations: Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC. This position will play a key role in launching and building a new client market for KBF, helping to drive growth in this area.
As an external client-facing Controller at KBF within the Managed Accounting Services practice, you will be responsible for assisting clients by leading the monthly close of their books, properly recording revenue, documenting and performing analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets and internal processes, and review of other team members' work. Each Controller will manage between 15-25 clients depending on the workload and size of the clients.
This position is a management-level role with the expectation that client service is critical. This role will report to a Director of Managed Accounting Service and be supported by a team of accountants across KBF's global offices.
Responsibilities
Serve in a client-facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level
Act as a hands-on, working manager who is willing to roll up their sleeves and do what is necessary to ensure work is completed accurately and efficiently
Proactively identify and solve challenges by developing a deep understanding of each client's business. Leverage full-cycle accounting experience to ensure accurate transaction recording and to streamline client accounting processes
Plan, assign, and review work performed by Bookkeepers working on the engagements to ensure accuracy and provide feedback for improvement. Assist in implementation of new tools and software
Own the monthly, quarterly, and year-end financial close processes for multiple clients simultaneously, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items. Develop a detailed close plan for each client and ensure all tasks are completed prior to a formal review with the Director of Managed Accounting Services.
Proactively manage project deadlines to ensure deliverables align with client expectations and deadlines
Collaborate with the Managed Accounting Services and Tax teams regarding technical matters, progress of projects, tasks, and associated budgets
Review client financial performance on a monthly basis and make recommendations for improvement
Assist clients with the proper recording of transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance
Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements
Perform other related duties as necessary or assigned
Comply with the firm's policies and procedures, such as timesheet submission, attendance policy, etc.
Qualifications & Requirements
Bachelor's degree in accounting or a related field
CPA license
Previous work experience as a Controller or similar role
In-depth working knowledge and understanding of U.S. General Accepted Accounting Principles (GAAP)
Ability to learn and work in multiple accounting systems and prioritize multiple tasks in a fast-paced, high-volume environment
Advanced level MS Excel skills
Excellent organizational skills and attention to detail
Motivated, quick learner with strong communication skills and demonstrated professionalism
Able to work independently and as part of a team to see projects through to completion
Individuals must be eligible to work in the U.S.
Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC
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 $115,000 to $180,000.
Benefits are also 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.
$115k-180k yearly Auto-Apply 60d+ ago
Assistant Account Manager - Business Management Family Office (49778)
Citrin Cooperman 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Assistant Account Manager to join the Business Management & Family Office practice in our Advisory Department. As an Assistant Account Manager, you will be responsible for:
Enter accounts payable & maintain A/P due date schedule.
Enter cash receipts & maintain commission/payment schedules.
Communication with vendors including resolving vendor issues and processing address changes.
Maintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.).
Post/download & analyze credit card activity for proper coding; work with Account Manager for client feedback as necessary.
Post investment activity and work with Account Manager for guidance, and escalate complicated or suspicious activity to Account Managers; ensure consistency with the overall investment activity process including the creation of brokerage schedules.
Coordinate and guide the administration team to ensure proper scanning /recording of documents & mail processing; check and verify source documents such as invoices, receipts, etc.
Book payroll from outside payroll provider records with guidance from Account Manager.
Prepare 1099's with guidance from Account Manager.
Prepare guild reporting for Account Manager review (DGA, SAG, WGA, etc.) assuming advance training occurs first with Account Manager.
Qualifications
Bachelor's Degree in Business Administration (Accounting, Finance, Business Management, Economics, etc.), or 1-2 years of bookkeeping experience in business management
Prior knowledge of or experience with accounting principles and full-charge bookkeeping
Technical skills focused on quality
Business acuity focused on the firm and our clients
Leadership attributes focused on talent
Entrepreneurial innovated mindset focused on advancing the firm and the profession
Strong Interpersonal Skills focused on the team
$37k-55k yearly est. 6d ago
Tax Operations Manager (49760)
Citrin Cooperman 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Tax Operations Manager to join our Tax Operations (Tax Ops.) team. They're responsible for managing and supporting tax processes and production in their local office(s), region, and nationally.
They work closely with local/regional office Tax Ops. leadership to help drive and support tax policies and procedures. They support all faucets of the firm's tax process and production environment.
Responsibilities are, but not limited to:
E-filing support: electronically file in national pools, as well as monitor the e-file portal for respective local office(s), while timely addressing e-file rejections and schema validation errors.
Return assembly management: collate and supervise income tax returns, extensions and miscellaneous information returns in respective local office(s).
SafeSend support: supervise SafeSend assembly, including but not limited to SafeSend delivery to clients in respective local office(s) and national pools.
SurePrep support: supervise the creation of SurePrep binders and verification in respective local office(s) and national pools.
CCH Workflow (XCM) support: create and move tasks, as well as support all XCM reporting and due date management for respective local office(s).
Make updates to PIC and second-responsibility requests.
New client support: support all tax platforms in respective local office(s) and national pools.
National India support: permissions.
Offer support to all Tax Ops. SWAT teams.
E-File forms 1042, 1099, and 8027 for respective local office(s) and national pools.
Understand, troubleshoot, and support Tax department policies and procedures across all offices.
Manage the closing of deadlines for respective regions, as well as offer back-up support for the national footprint.
Train, mentor, and manage Tax Ops. Coordinators in their respective local office(s).
Support newly integrated firms.
Conduct weekly check-in meetings with the Tax Ops. team, as well as providing them with weekly training to improve performance.
Communicate with Tax Ops. team members within their respective regions.
Qualifications
The ideal candidate must:
Bachelor's degree in business administration or related field.
3-5 years of experience in the tax/accounting industry.
Be proficient in Microsoft Office, specifically Word, Outlook, and Excel. (superior Excel skills preferred).
Be knowledgeable on CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar.
Can work independently as well as a team player.
Can juggle multiple projects, as well as meet tight deadlines and effectively handle stressful situations.
Can be available to work overtime and weekends during the spring and fall busy seasons.
Possess strong verbal and written communication skills.
Possess strong organizational skills and be detail oriented.
Travel will be required to the respective assigned local office(s) during the busy season and off season for training purposes.
$109k-148k yearly est. 6d ago
Senior Associate, Corporate Tax
Kbf Cpas LLP 4.2
Kbf Cpas LLP job in California
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 Corporate Tax Services team.
The KBF Corporate Tax Services group is 100% focused on income tax accounting assistance, tax compliance, and tax consulting. This includes preparation and review of income tax provision calculations, income tax return preparation and review, assistance with day-to-day federal, state, and international tax matters that may arise, and the identification, design, and implementation of tax planning strategies. 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
Prepare and review income tax provisions pursuant to ASC 740
Initiate, monitor, and deliver tax provision and tax compliance services in a timely and accurate manner
Proactively manage project deadlines to ensure delivery of work products based on client expectations and statutory deadlines
Review work of interns and associates before submitting to the management team for review
Openly communicate with leadership and teams about the status, timeline, issues, and progress of projects, tasks, and associated budgets
Stay current on changes within the profession and business environment.
Ensure team members are educated regarding changes in ASC 740 and tax law; facilitate team development to ensure proficiency in tax research and documentation
Develop and manage client relationships
Qualifications & Requirements
Bachelor's degree is required; a Master's degree is preferred
Must have completed the necessary academic credit hours to sit for the CPA exam
Minimum two years of tax experience in public accounting with a focus on corporate tax
Motivated, quick learner with strong communication skills and demonstrated professionalism
Able to work independently and as part of a team
Proficient with Microsoft Office suite
Individuals must be eligible to work in the U.S.
Irvine, CA | Lake Oswego, OR | Las Vegas, NV | San Diego, CA | Seattle, WA
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 $100,000 to $140,000.
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.
#LI-DNP
$100k-140k yearly Auto-Apply 60d+ ago
Tax Director - Commercial Tax (49853)
Citrin Cooperman 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Commercial Tax Services (CTS) Director to join our Tax Department. As a CTS Director, you will be responsible for:
Review of tax returns, tax workpapers and tax projections.
Possess strong technical skills in partnerships, C-corporations, and S-corporations (knowledge in individual taxation a plus).
Provide effective consulting, planning, and compliance for your clients.
Research and document tax issues and identify planning opportunities.
Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
Actively develop new business and expand services to existing clients work, acting as a trusted advisor of providing quality work, open and proactive communication, and effective tax strategies.
Participate in industry or service line-related organizations and their events.
Maintain strong relationships with a highly proactive approach to serving clients.
Coordinates with partner to ensure timeliness and effective. communication for proper planning of project.
Coaching, mentoring, and training staff.
Maintaining knowledge of new tax issues and general business trends that affect the client.
Qualifications
Bachelor's degree in Accounting required, Master's in taxation is preferred, CPA preferred
10+ years of progressive public accounting experience
Excellent written and verbal communication skills
Ability to manage multiple client engagements
A track record of building and sustaining client relationships and high-quality client service
Outstanding analytical, organizational and project management skills
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office
$124k-172k yearly est. 6d ago
Tax Manager - Private Client Services (49679)
Citrin Cooperman 4.7
San Diego, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Tax Manager - Private Client Services (PCS) in the Tax Department. This is a hybrid position based in our San Diego location. As a Tax Manager in PCS, you will be responsible for:
Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returns.
Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations.
Provide effective consulting, planning and compliance for your clients.
Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
Perform tax research to resolve issues.
Maintain strong relationships with a highly proactive approach to serving clients.
Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project.
Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice.
Maintaining knowledge of new tax issues and general business trends impacting client.
Qualifications
Bachelor's degree in Accounting required, Masters in Taxation is preferred, CPA preferred
7+ years of progressive public accounting experience
Knowledge of hedge fund and private equity K1s
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high-quality client service
Outstanding analytical, organizational and project management skills
$82k-117k yearly est. 6d ago
Tax Manager - Real Estate (49447)
Citrin Cooperman 4.7
Los Angeles, CA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Real Estate Tax Manager to join the Commercial Tax Services (CTS) Department. This is a hybrid position with the option to sit in the West Los Angeles or Woodland Hills, CA office. As a Real Estate Tax Manager, you will be responsible for:
Review tax returns, tax projections, and tax workpapers.
Possess strong technical skills in Partnership taxation related to real estate entities.
Thorough understanding of Section 1031 exchanges, real property trade, or business elections, Section 163(j), and knowledge of state-specific issues.
Understanding and proficiency in partnership tax allocations, maintaining tax and economic basis capital accounts, section 754 and section 704(c) special allocations.
Experience with various industries including real estate, construction, and manufacturing & distribution.
Provide effective consulting, planning and compliance for your clients.
Oversee and manage the day-to-day needs of clients and their tax returns, including identification and resolution of tax issues.
Perform tax research to resolve issues.
Maintain strong relationships with a highly proactive approach to serving clients.
Coordinates with Partners to ensure timeliness and effective communication for proper planning of projects.
Coaching, mentoring and training staff.
Maintaining knowledge of new tax issues and general business trends that affect the client.
Qualifications
Bachelor's degree in Accounting required, Master's in Taxation is preferred, CPA preferred
7+ years of progressive public accounting experience
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high quality client service
Outstanding analytical, organizational and project management skills
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Zippia gives an in-depth look into the details of KBF CPAs, including salaries, political affiliations, employee data, and more, in order to inform job seekers about KBF CPAs. The employee data is based on information from people who have self-reported their past or current employments at KBF CPAs. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by KBF CPAs. The data presented on this page does not represent the view of KBF CPAs and its employees or that of Zippia.
KBF CPAs may also be known as or be related to KBF CPAs, Kbf Cpas and RBT CPAs, LLP.