What are the responsibilities and job description for the Client CFO - CAAS Advisory Services - Tax & Accounting position at Hensley CPA Firm PA?
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
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