Consulting Executive, Client Accounting & Advisory Services

Job Description

Job Description

At HoganTaylor , we're not just about numbers; we're about people. Our firm stands tall on the principles of unity, service, and dynamic, reflecting in everything we do. We are on the lookout for a Client Accounting and Advisory Services (CAAS) Consulting Executive who’s passionate about making a meaningful impact on our clients, our communities, and our team.

As a CAAS Consulting Executive , you’ll deliver CFO- and Controller-level consulting and financial leadership to a portfolio of clients, serving as a trusted advisor who brings clarity, confidence, and strategic insight to business owners and executives. This is a senior-level opportunity for someone who enjoys autonomy, solving complex challenges, strengthening client relationships, and equipping others to do their best work in a dynamic environment built on collaboration, growth, and remarkable service .

What You’ll Do

• 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

What You Bring

• 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
• CPA strongly preferred
• 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

Why HoganTaylor?

• Reputation for Excellence: Join a team recognized as a Best Place to Work in Oklahoma and Arkansas and one of Accounting Today’s Best of the Best Firms 2024. At HoganTaylor, you’ll be part of a firm known for exceptional client relationships and a standard of excellence.
• Meaningful Connections: Build deep relationships—not just with colleagues, but with clients and the communities we serve. At HT, people are at the center of everything we do.
• Purpose-Driven Culture: Be part of something bigger. Our commitment to service means you’ll have opportunities to give back, make an impact, and support the causes that matter to you.
• Innovation and Leadership: At HT, your voice matters. We believe everyone is a leader in their own right, and we encourage fresh ideas, diverse perspectives, and forward-thinking solutions. You won’t just have a seat at the table—you’ll help shape the conversation.
• Elevate Your Career: We invest in your growth. Our tailored, one-size-fits-one approach to learning and development puts you in the driver’s seat, giving you the tools and support to thrive personally and professionally.

Embrace the opportunity to do work that matters in an environment that supports your life and your ambitions. Your journey at HoganTaylor starts now!