Consulting Executive, Client Accounting & Advisory Services

About the role

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.

Responsibilities

• Serve as a strategic CFO/Controller-level advisor, providing financial leadership, executive coaching, and consultation to clients
• Lead and manage month-end close processes, improving efficiency and consistency across client engagements
• Build and interpret financial models, forecasting tools, and analytical deliverables that support decision-making
• 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

Requirements

• 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

Qualifications

• Collaborative mindset and commitment to being a true team player — leading, mentoring, and elevating those around you

Skills

• Strategic thinking and problem-solving
• Financial analysis and modeling
• Client relationship management
• Team leadership and mentorship

Benefits

• 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.
• 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.

Pay

• Competitive compensation package

Schedule

• Full-time position