Director of Client Advisory Services & Growth

JCCS, P.C.; Bozeman (MT); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

401(k) with safe-harbor and profit‑the

Health, dental, vision and HSA

Early Friday afternoons off

PTO and paid holidays

Paid CPA licensing & CE

Career growth & advancement

Live and work in Montana

Job summary

JCCS, P.C. seeks a strategic Director of Client Accounting & Advisory Services (CAS) to lead and expand our advisory practice across Montana offices.

You will shape CAS strategy, build a high-performing team, and deliver high-value client insights. As a member of the firm’s leadership, you will grow the client base, foster relationships, and drive operational excellence while collaborating with tax and audit to provide integrated solutions.

Qualifications

• 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.

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.

Skills

Leadership

Client relationships

Strategic thinking

Communication

Organizational skills

Problem solving

Cloud-based accounting tools

Accountability & continuous improve

Education

Bachelor’s degree in Accounting

CPA or CMA license

Tools

Cloud-based accounting tools

Job description

JCCS, P.C. seeks a strategic Director of Client Accounting & Advisory Services (CAS) to lead and expand our advisory practice across Montana offices.

You will shape CAS strategy, build a high-performing team, and deliver high-value client insights. As a member of the firm’s leadership, you will grow the client base, foster relationships, and drive operational excellence while collaborating with tax and audit to provide integrated solutions.