CFO-Level CPA: Tax Strategy & Client Advisory Lead (Remote)

Hensley CPA Firm

Frisco (TX)

Hybrid

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

401(k) with employer matching and Roth

Flexible hybrid or remote schedule

Paid time off

Health insurance after 90 days

Professional development assistance

Tuition reimbursement

Bonus opportunities

Office snacks and free lunch days

Job summary

Hensley CPA Firm PA is seeking an experienced accounting professional to join our Client Services team as a CFO. This senior role leads a portfolio of business clients, reviews monthly financials, and provides tax planning and advisory services.

You will supervise Client Managers and shape their professional growth while delivering high-value financial leadership. You will own end-to-end client engagements, from financial reviews to tax returns, and act as the senior point of contact for complex

Qualifications

CPA license or Enrolled Agent 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 construction, real estate, or manufacturing industries
Multi-entity or complex structure experience (S-Corps, partnerships, real estate entities, holding companies)
Familiarity with Thomson Reuters UltraTax CS or similar professional tax software
Experience with ADP RUN, Ramp, Onvio, SharePoint, or similar firm tools

Responsibilities

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
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
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
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