CPA - Tax Strategist - Client CFO Team Lead

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.

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. Come help us grow our team and help support clients as their businesses grow!

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.

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

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 Quick Books 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 Ultra Tax CS or similar professional tax software

Experience with ADP RUN, Ramp, Onvio,…