Consulting Executive, Client Accounting & Advisory Services
5 days ago
Baton Rouge
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, • 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.