About this opportunity
JCCS, P.C. lists this Director of Client Accounting & Advisory Services (CAS) opportunity in bozeman, Montana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Director of Client Accounting & Advisory Services (CAS)
We are open to having this position in any of our seven office locations in Montana!
If you’re a forward-thinking leader who thrives on building relationships, developing teams, and driving growth, we’d love to connect.
Overview
JCCS is seeking a strategic and growth-oriented Director of Client Advisory Services (CAS) to lead and expand our advisory practice. This role is responsible for driving the vision, growth, and operational excellence of the CAS service line while delivering high-impact financial insights to our clients.
As a key member of the firm’s leadership team, you will shape the future of CAS at JCCS, leading a talented team, strengthening client relationships, and building scalable, high-value advisory services.
Why JCCS
Lead and shape a growing advisory practice
Collaborative, people-first culture
Competitive compensation and benefits
Commitment to work-life balance and long-term success
Opportunity to make a meaningful impact on clients and the firm
401(k) with safe-harbor and profit-sharing employer contributions
Health, dental, vision and HSA contributions
Early Friday afternoons off (May – December)
PTO and paid holidays
Paid CPA licensing and continuing education
Career growth and advancement opportunities
Supportive and collaborative team environment
Opportunity to live and work in beautiful Montana
Essential Job Responsibilities
Lead the strategy, growth, and overall performance of the CAS practice
Build, manage, and develop a high-performing CAS team
Serve as a trusted advisor to clients on financial performance and business decisions
Establish and grow a book of business through business development and client relationship management
Identify opportunities to expand CAS services and enhance client value
Oversee delivery of CAS engagements to ensure quality, timeliness, and consistency
Develop and improve processes, workflows, and service offerings
Drive adoption and optimization of technology and tools within the CAS function
Collaborate with tax, audit, and firm leadership to deliver integrated client solutions
Participate in firm initiatives related to growth, strategy, and team development
Perform other duties, responsibilities, and activities as assigned
To Qualify:
Bachelor’s degree in Accounting from an accredited university
Active CPA or CMA license
10+ years of experience in public accounting, advisory, or CAS services
Proven experience leading teams, departments, or service lines
Strong understanding of financial reporting and advisory services
Skills for Success:
Strong leadership and team development skills
Ability to build and maintain client relationships
Strategic thinking and problem-solving ability
Experience with cloud-based accounting and advisory tools
Strong communication and organizational skills
Ability to drive accountability, results, and continuous improvement
About JCCS
JCCS Certified Public Accountants has been serving Montana businesses and individuals for more than 80 years. With offices across the state, we provide tax, audit, and advisory services that help our clients grow and succeed. Our firm is known for its collaborative culture, commitment to professional development, and strong relationships with the communities we serve.
This job posting is intended to describe the general nature and level of work being performed and not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel as classified.
Candidate must successfully pass a background check.
JCCS is firmly committed to affording equal opportunity to all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Worksite address
bozeman, MT, 59772, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.