Controller, Managed Accounting Services

Join to apply for the Controller, Managed Accounting Services role at KBF Advisory
.

KBF is a recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion. 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.

• 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 willing to roll up sleeves and 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 streamline client accounting processes.
• Plan, assign, and review work performed by bookkeepers, ensuring accuracy and providing feedback for improvement; assist in implementing 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 timelines.
• 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 proper recording of transactions related to revenue recognition (ASC 606), equity and leases to ensure GAAP compliance.
• Collaborate with team members to recommend process improvements and KPIs/Dashboard enhancements.
• Perform other related duties as necessary or assigned.
• Comply with the firm’s policies and procedures, such as timesheet submission and attendance policy.

• Bachelor’s degree in accounting or a related field.
• CPA license.
• Previous work experience as a Controller or similar role.
• In‑depth working knowledge of U.S. Generally Accepted Accounting Principles (GAAP).
• Ability to learn and work in multiple accounting systems; 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.
• Eligibility to work in the U.S.

Hybrid – San Francisco, CA. The role requires a client‑facing presence in San Francisco while allowing for a flexible hybrid work arrangement.

The estimated current salary range for this role is $130,000 to $180,000, based on skills, experience, and geographic location.

KBF offers 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.