Consulting Executive, Client Accounting & Advisory Services

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Employee Regular Full Time Senior Manager Baton Rouge, Baton Rouge, LA, US

6 days ago Requisition

At Hogan Taylor
, we're not just about numbers; we're about people. 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 Hogan Taylor 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

What You Bring

• 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 Hogan Taylor?

• 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 Hogan Taylor, you’ll be part of a firm…