Senior Associate, Advisory Services
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-10-17
Listing for:
KBF Advisory
Full Time
position Listed on 2026-10-17
Job specializations:
-
Accounting
Financial Compliance, Accounting & Finance, Public Accounting, Financial Reporting
Job Description & How to Apply Below
KBF is built differently. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solutions 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.
Responsibilities
- Research and analyze complex GAAP technical issues (e.g., revenue recognition, business combinations, lease accounting, debt/equity classification, stock-based compensation) and draft position papers/technical memos
- Assist clients with SEC reporting requirements, including 10-K/10-Q preparation, and S-1/registration statement support
- Support clients through IPO readiness, technical accounting due diligence, and purchase accounting for M&A transactions
- Communicate with clients to develop and maintain strong client relationships and ensure the efficient information flow from the client to the advisory team
- Proactively manage project deadlines to ensure delivery of work products based on client expectations and deadlines while ensuring overall quality standards
- Coach and review the work of Associates/Interns, providing technical feedback on research and memo drafting
- Collaborate with Partners and Managers on engagement status, technical conclusions, and client communications
- Stay up to date with current accounting principles and industry-specific knowledge
- Must have bachelor’s degree from an accredited college/university
- Must have completed the necessary academic credit hours to sit for the CPA exam
- Minimum of 2 years (preferably 3+) in public accounting advisory work and have reached the title of Senior Associate (or equivalent experience)
- Strong technical knowledge of U.S. GAAP with experience researching and documenting complex accounting issues
- Strong financial reporting and SEC reporting skills
- Demonstrated supervisory experience and proven ability to oversee engagements to meet client deadlines
- Individuals must be eligible to work in the U.S.
The estimated current salary range for this role is $105,000 to $125,000.
Why KBF? Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit—within a highly entrepreneurial and collaborative culture. We are proud to provide a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement.
Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.
Position Requirements
10+ Years
work experience
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