HoganTaylor · 5 hours ago
Consulting Executive, Client Accounting & Advisory Services
HoganTaylor is a firm that values unity, service, and dynamic growth. They are seeking a Consulting Executive in Client Accounting and Advisory Services to provide CFO-level consulting and financial leadership to clients, while also mentoring CAAS staff and managing client relationships.
Accounting
Responsibilities
Serve as a strategic CFO/Controller-level advisor, providing financial leadership, executive coaching, and consultation to clients
Provide leadership for CAAS staff by supervising, mentoring, developing, and strengthening performance
Prepare and/or oversee the delivery of monthly GAAP financial statements, ensuring accuracy, quality, and client-ready insights
Lead and manage month-end close processes, improving efficiency and consistency across client engagements
Develop schedules and supporting documentation for tax and audit needs, ensuring smooth coordination and responsiveness
Build and interpret financial models, forecasting tools, and analytical deliverables that support decision-making
Document and improve client workflows to identify efficiency gains, internal controls, and scalable best practices
Lead business and process improvement projects, including M&A-related initiatives and due diligence support
Cultivate and maintain strong client relationships
Secure new CAAS client relationships and collaborate across the firm to cross-sell HoganTaylor services
Forecast client hours and resource needs to deliver exceptional client outcomes while supporting team sustainability
Deliver work aligned with firm quality control standards; expected annual client time includes 1,200 chargeable hours within a 2,200-hour year
Qualification
Required
Bachelor's degree in Accounting, Business Administration, or related field (required)
10+ years of supervisory experience in accounting/finance roles (public accounting, banking, or industry)
Strong foundation in financial accounting and reporting; ability to translate financials into business insight
Advanced ability to build and interpret financial models, analyses, and client-ready recommendations
Strong communication and relationship-building skills — comfortable partnering with business owners, executives, and internal stakeholders
High level of professionalism, sound judgment, and ability to operate with autonomy and accountability
Demonstrated ability to manage multiple priorities, deadlines, and client expectations with calm confidence
Proficient in Microsoft Office (Outlook, Excel, Word) and adaptable across various technology tools and systems
A collaborative mindset and commitment to being a true team player — leading, mentoring, and elevating those around you
Preferred
CPA strongly preferred
Company
HoganTaylor
HoganTaylor is the public accounting firm.
Funding
Current Stage
Growth StageRecent News
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