Chief Financial Officer; CFO

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McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country. We pride ourselves on combining technical expertise with exceptional client service. We have 5 offices throughout the United States:
Indianapolis (HQ), Atlanta, Dallas, Phoenix, & Detroit. We are a rapidly-growing consulting firm and pride ourselves on finding and cultivating the best talent! Read about our GREAT culture below...

• Growth Mindset:
  We embrace challenges as opportunities to learn and evolve. With a deep desire to continuously level up, we approach our work with curiosity, humility, and a willingness to fail forward. Progress is built on iteration, not perfection.
• Relationship Focus:
  We invest in authentic, trusting relationships — with our clients, our teammates, and ourselves. We lead with honesty, communicate openly, and collaborate with intentionality. Strong relationships are our foundation for great work and long-term success.
• Strives for Excellence:
  We hold ourselves to the highest standards of integrity, quality, and intelligence. From strategic thinking to technical execution, we take pride in delivering exceptional work. Excellence is not an outcome — it's a mindset we bring to everything we do.
• Awareness:
  We operate with emotional intelligence and self-awareness, understanding how our actions impact others and the broader team. We’re committed to personal growth, constructive feedback, and leading ourselves before leading others.
• Tenacity:
  We show up with resilience, grit, and determination — especially when the work gets hard. We’re solutions-oriented, driven, and persistent in pursuing the best outcomes for our clients and our team. We don’t give up; we level up.

The mission of the CFO is to drive the company’s financial strategy and long-term value creation by aligning financial planning, risk management, and capital allocation with business objectives. The CFO is a strategic partner to the Managing Shareholder and the executive leadership team, not solely a steward of the books. This leader owns the financial architecture of the business — the systems, the forecasting discipline, the capital decisions, and the reporting that gives leadership a clear and honest view of performance.

The CFO translates financial insight into decisions that improve profitability, protect the organization from risk, and position it for sustainable growth.

Department
:
Finance
Reports to
:
Managing Shareholder
Type
:
Full-time, exempt

• Define and lead the company’s financial strategy aligned with business goals.
• Translate corporate strategy into financial targets, operating budgets, and measurable performance goals across business units.
• Establish the financial planning calendar and cadence — annual budget, rolling forecast, and periodic re-forecasts — and hold leaders accountable to it.
• Optimize investment decisions, funding strategy, and resource allocation.
• Evaluate investment opportunities, new service lines, technology spend, and acquisitions using consistent, well-defined return criteria.
• Oversee financial risks, forecasting, and long-term sustainability.
• Maintain cash flow forecasting and working capital management that keeps the business solvent and flexible through variable conditions.
• Build and maintain the internal control environment, ensuring compliance with GAAP, tax, and applicable regulatory requirements.
• Lead scenario and sensitivity planning so the leadership team understands the downside cases as clearly as the base case.
• Oversee the annual audit, tax filings, and relationships with external accountants, auditors, and advisors.
• Partner with the Managing Shareholder and leadership team to drive growth and performance.
• Partner with revenue and operations leaders on pricing, margin management, utilization, and…