Pasadena
Job DescriptionDescription: About KBKG KBKG LLC, a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast-growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting.? We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth. About the role KBKG is moving from reactive IT to proactive, employee-enabling technology. This role exists to make our Microsoft 365 environment easy to use, unlock AI and automation across the firm, and ensure our MSP delivers consistent support—while we fix root causes and improve how work gets done. We use an MSP for helpdesk, after-hours support, procurement, and onboarding execution. You will own the employee-facing technology experience, AI enablement, governance, and the outcomes. You’ll also lead internal change management so improvements actually stick. This is a hands-on player/coach role focused on enablement—not a helpdesk position. What you’ll own (priority areas) 1. Microsoft 365 experience that employees actually like using (SharePoint-first) Our current SharePoint experience is harder than it should be. Your job is to make it simple and predictable. • Own and improve SharePoint, OneDrive, Teams, and Exchange with a focus on usability, adoption, and speed., • Design and enforce a clean information architecture: hubs, navigation, site templates, naming conventions, permissions model, and content lifecycle., • Reduce sprawl and confusion: clarify where documents live, fix findability, standardize templates, and create “how we work” patterns., • Guide Teams usage while intentionally limiting unnecessary Teams-connected SharePoint site sprawl., • Create lightweight governance that doesn’t slow people down but prevents chaos. 2. AI enablement & automation (enterprise tools + measurable outcomes) We have Microsoft 365 E5 and want to responsibly adopt AI at scale. • Lead adoption of:, • Copilot for Microsoft 365, • Power Platform (Power Automate/Power Apps), • Enterprise licensing and enablement for ChatGPT and Claude, • Define AI usage guardrails: what’s allowed, what isn’t, how data should be handled, and how teams should use AI safely., • Build training, office hours, and playbooks that drive real adoption (not shelfware)., • Identify and deliver automations that remove repetitive work and reduce errors (examples: approvals, document routing, reminders, onboarding workflows, reporting packaging, intake/triage)., • Measure impact (hours saved, cycle time reduced, fewer mistakes) and continually expand what’s working. 3. Communication, training, and change management (make adoption stick) This role is as much about people and process as it is about technology. • Build a consistent enablement program: onboarding content, self-serve knowledge base, “how to” guides, and short training sessions that employees actually use., • Translate technical changes into clear business outcomes and simple instructions., • Partner with department leaders to prioritize the improvements that will move the needle for their teams., • Run rollouts the right way: pilot ? feedback ? iterate ? scale, with minimal disruption. 4. Software selection & standardization (prevent tool sprawl, drive adoption) You’ll lead evaluation and selection of software that improves productivity, with a bias toward simplifying the stack. • Run software selection end-to-end: requirements gathering, vendor evaluation, security/data review, pilot design, ROI assessment, rollout, and adoption., • Standardize tools and reduce duplication; create clear “approved tools” guidance., • Own licensing strategy and vendor management for key productivity and AI tools., • Partner with leadership on major platform decisions (e.g., future systems like NetSuite), ensuring implementers/vendors are accountable. 5. MSP management and accountability (outcomes, not excuses) We’re keeping the MSP for helpdesk/after-hours/procurement/onboarding execution. You’ll make sure they perform and reduce ticket volume over time. • Set and enforce clear responsibilities: what the MSP owns vs. what you own., • Define SLAs, escalation paths, quality standards, and reporting cadence (weekly metrics + quarterly reviews)., • Drive root-cause elimination: reduce repeat tickets by fixing underlying problems and standardizing systems. You will own outcomes and direction; we can bring in outside vendors for project work as needed. Identity, endpoint standards, and security foundations • Own Okta administration (currently MSP-managed), including Okta Verify MFA policies, SSO integrations, and lifecycle workflows., • Maintain endpoint standards through Intune for Windows (policies, compliance baselines, app deployment). Deep engineering work can be vendor-supported., • Maintain security foundations using Microsoft Defender for Endpoint (we currently use it) and implement practical response workflows and escalation. In the first 90 days • Baseline and publish a clear plan for SharePoint usability: information architecture, navigation, templates, permissions cleanup, and quick wins., • Stand up an enablement cadence: training sessions, office hours, knowledge base, and a simple intake/prioritization process., • Deliver an AI rollout plan for Copilot + enterprise ChatGPT/Claude: guardrails, training, and the first high-value use cases., • Implement the MSP operating model: responsibilities, escalation paths, SLAs, and weekly reporting., • SharePoint is materially easier to use: fewer “where is it?” problems, predictable structure, and higher adoption., • AI is operational: Copilot + enterprise ChatGPT/Claude are widely used with guardrails, and automations are saving meaningful time across teams., • Employees are enabled: onboarding is smoother, self-service is real, and ticket volume is down because the system is better., • MSP performance is measurable and improving, and repeat issues have been driven down through root-cause fixes., • Software sprawl is under control: clear standards, better adoption of fewer tools, and cleaner vendor/license management., • Foundations are solid: Okta governance is consistent, Intune compliance is measurable, Defender is tuned, and Purview basics support responsible data handling.Requirements: Required experience • 8+ years in IT with end-to-end ownership of business technology in a professional environment., • Strong hands-on Microsoft 365 administration, especially SharePoint and Teams/OneDrive., • Demonstrated success improving employee experience through standardization, governance, and adoption—not just tool administration., • Proven ability to lead change: communication, training, documentation, and stakeholder management., • Experience evaluating and selecting software: pilots, ROI, vendor management, and driving adoption after selection., • Vendor/MSP management experience with accountability, metrics, and escalation discipline., • Copilot for Microsoft 365 rollout experience (or comparable AI enablement at scale)., • Power Automate/Power Platform delivery experience., • Experience using Microsoft Purview for labeling/retention/eDiscovery foundations. · $170,000–$220,000 base + benefits + up to 10% bonus · Approximately 1–2 days/month of travel (more during major rollouts) Physical Requirements · Prolonged periods sitting at a desk and working on a computer. · Must be able to lift up to 15 pounds at a time. An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and selection decisions be based on job-related factors.