KBF CPAs

Controller

• 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.

Controller, Managed Accounting Services

• 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

Controller, Managed Accounting Services

Senior Associate, Corporate Tax