Business Development Rep | Partnerships & Referral Networks

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. KBF is seeking a Business Development Representative to build our partnerships and referral networks with our professional services firms. This role is purpose-built for someone who thrives in a relationship-driven, consultative environment — specifically targeting law firms, accounting firms, transaction and technical GAAP advisors, and other professional services organizations as referral and co-advisory partners. Unlike traditional BD roles focused on direct-to-business outreach or geographic territories, this position is centered entirely on channel development: identifying the right professional services partners, building trusted relationships with those firms, and positioning KBF’s specialty tax and advisory practices as the go-to resource for their clients’ complex needs. You will represent KBF at a variety of events nationally, develop a deep network within the professional services ecosystem, engage in cold and warm outreach, and serve as the connective tissue between external partners and our internal specialty practices. Channel Strategy & Partner Development Execute a national channel partner strategy targeting law firms, CPA firms, family offices, transaction and technical GAAP advisors, and other professional services organizations Identify, qualify, and onboard new referral partners who serve high-growth, venture-backed, or founder-led businesses that align with KBF’s specialty tax and advisory capabilities Serve as the primary relationship owner for assigned partners, maintaining consistent engagement to deepen trust and drive referral activity Develop and negotiate partnership/referral agreements (Co-marketing, fee-sharing when appropriate, etc) Develop joint business plans and partner enablement materials that clearly articulate KBF’s value proposition and specialty service offerings Specialty Practice Positioning Represent KBF’s specialty tax and advisory practices — international tax, transfer pricing, expatriate tax, R&D credit, corporate and partnership M&A advisory, technical partnership advisory, QSBS planning, Section 382 analysis, and employment tax advisory — to prospective referral partners Translate complex technical capabilities into clear, compelling narratives for non-tax audiences (attorneys, GPs, CFOs, wealth advisors) Collaborate with KBF marketing and practice leaders to develop collateral, case studies, events, and talking points that support partner conversations Events & Market Presence Represent KBF at national industry trade events, conferences, and association meetings relevant to the professional services and venture/startup ecosystem Build visibility and credibility for KBF’s specialty practices within targeted professional communities Identify sponsorship, speaking, and thought leadership opportunities that support the channel strategy Pipeline & Collaboration Track partner pipeline activity, referral volume, and revenue impact within Salesforce and other GTM tools like HubSpot and Apollo Coordinate seamless handoff of referred opportunities to the appropriate internal service teams Provide regular market feedback and competitive intelligence to practice leaders and firm leadership Requirements Bachelor’s degree in Business, Finance, Accounting, or related field preferred Must be eligible to work in the U.S. — this is a fully remote, nationally-focused role 7+ years of experience in business development, partner/channel sales, or relationship management within professional services — ideally accounting, legal, consulting, financial advisory, or adjacent fields Demonstrated ability to build and sustain referral relationships with professional organizations like law firms, CPA firms, or wealth management organizations Familiarity with the venture-backed / startup / high-growth company ecosystem and the advisors who serve it Strong understanding of specialty tax concepts, with the ability to speak credibly with sophisticated partners; CPA license or tax background is a plus but not required Executive presence with the ability to engage senior partners, GPs, and practice leaders Self-directed and comfortable operating without a defined geographic territory or traditional sales structure Proficiency with CRM platforms (Salesforce, HubSpot, etc.) and strong pipeline discipline Ability to travel nationally, approximately 25–33%, primarily for events and partner visits Relationship-driven mindset with excellent follow-through and service orientation. Highly organized and comfortable managing multiple priorities in a dynamic environment. 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 base salary range for this role is $90,000–$120,000, plus generous, uncapped incentive compensation with accelerators for exceeding annual targets. On-target earnings (OTE) are $150K+. 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.