Client CFO - CAAS Advisory Services - Tax & Accounting

ABOUT HENSLEY CPA FIRM PA

Hensley CPA Firm PA is a growing, 23-person public accounting firm based in Frisco, Texas, serving small and medium-sized businesses across a wide range of industries. We go well beyond tax compliance -- we are the accounting department for our clients. Our team manages full-service engagements that include monthly bookkeeping, payroll, sales tax, financial reporting, tax planning, and CFO-level advisory services.

We are a close-knit, high-performing team that takes our work seriously and has a lot of fun doing it. If you are looking for a firm where your expertise is valued, your growth is supported, and no two days are exactly the same, you have found the right place.

POSITION OVERVIEW

We are looking for an experienced accounting professional to join our Client Services team as a CFO. This is a senior-level individual contributor and team lead role. The title reflects the level of expertise and advisory value you will deliver to a dedicated portfolio of business clients who are counting on us as their outsourced financial leadership.

You will own a book of business end to end: reviewing monthly financials produced by Client Managers on your team, preparing and reviewing tax returns, providing proactive tax planning and financial advisory services, and serving as the senior point of contact for high-level client matters. You will also directly supervise one or more Client Managers and play a key role in their professional development.

We are looking for someone who is sharp, proactive, client-focused, and ready to lead. If you wait to be told what to do each morning, this is probably not the role for you. If you thrive on owning your work, building relationships, and delivering real value to the businesses you serve -- read on.

CORE RESPONSIBILITIES

Accounting Review & Monthly Close

       Review monthly close work product completed by Client Managers for accuracy and quality

       Ensure management reports are issued to clients by the 20th of each month

       Verify payroll reconciliations tie to the general ledger for all assigned clients

       Review sales tax filings for accuracy; oversee timely filing

       Prepare and present S-Corp owner payroll calculations for year end reasonable compensation purposes

Tax Planning & Return Preparation

       Prepare and/or review federal and state income tax returns for assigned business and individual clients

       Conduct proactive, year-round tax planning -- not just end-of-year estimates

       Communicate tax estimates, strategies, and results directly to clients

       Coordinate with the Tax Director on complex filings and multi-entity planning situations

       Stay current on tax law changes affecting the assigned client base

Client Relationship Management

       Serve as the primary senior contact for high-level client questions, escalations, and advisory conversations

       Build strong, trust-based relationships with business owners -- show up with insights, not just reports

       Lead periodic client meetings to review financial performance and advisory recommendations

       Manage client expectations around scope, timelines, and deliverables

Team Supervision & Development

       Directly supervise one or more Client Managers; provide day-to-day guidance, feedback, and mentorship

       Monitor Client Manager workload, Canopy project status, and engagement progress across the shared portfolio

       Provide technical direction and help develop the professional judgment of the CMs on your team

       Escalate performance concerns or recurring workflow issues to firm leadership as appropriate

QUALIFICATIONS

       CPA license or Enrolled Agent (EA) designation -- preferred but will consider highly experienced professionals without designation

       Minimum 4-6 years of experience in public accounting, including tax preparation and financial statement review

       Demonstrated ability to manage client relationships independently and professionally

       Experience supervising, mentoring, or leading junior accounting staff

       Proficiency with QuickBooks Online; comfort with practice management software (Canopy or similar)

       Exceptional organizational skills and ability to manage multiple client engagements and deadlines simultaneously

       Strong written and verbal communication skills -- especially with non-accountant business owners

       Experience working with clients in the construction, real estate, or manufacturing industries

       Familiarity with Thomson Reuters UltraTax CS or similar professional tax software

       Experience with ADP RUN, Ramp, Onvio, SharePoint, or similar firm tools

       Multi-entity or complex structure experience (S-Corps, partnerships, real estate entities, holding companies)

WHAT WE'RE REALLY LOOKING FOR

Technical skills are table stakes. What sets our CFOs apart is a combination of professional ownership, genuine curiosity about our clients' businesses, and the kind of proactive judgment that doesn't require hand-holding. Here's what that looks like in practice:

       You look at a set of financials and immediately start asking questions -- not just checking boxes

       You treat your clients like partners, not accounts

       You communicate clearly and confidently with business owners who don't speak accounting

       You take pride in being organized, meeting deadlines, and not letting things fall through the cracks

       You are the kind of person your team comes to when they're stuck -- and you're glad they do

BENEFITS & PERKS

We work hard at Hensley CPA Firm PA -- and we think it should be worth your while. Here's what we offer:

 401(k) with employer matching and Roth option

 Flexible, hybrid, or remote schedule possible -- we trust our people

 Paid time off

 Health insurance available after 90 days

 Professional development assistance -- we want you to keep growing

 Tuition reimbursement

 Bonus opportunities

 Great coworkers -- genuinely

 Office snacks and free lunch days