Director of Client Accounting & Advisory Services (CAS)

Director of Client 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.

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

Apply

If you're looking for a career where you can build strong client relationships, grow professionally, and enjoy the Montana lifestyle, we encourage you to apply.
Even if you don’t meet every qualification, we welcome your application.

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.