Montana CAS Director: Client Advisory & Growth Leader

JCCS

Bozeman (MT)

Hybrid

USD 90,000 - 120,000

Full time

14 days+
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Benefits offered by this job

401(k) with safe‑harbor and profit‑sharing employer contributions
Health, dental, vision and HSA contributions
PTO and paid holidays
Paid CPA licensing and continuing education
Supportive and collaborative team environment

Job summary

JCCS in Bozeman, Montana is seeking a Director of Client Accounting & Advisory Services to lead and expand the advisory practice. This role is pivotal in driving the vision and operational excellence of the service line while providing high-impact financial insights to clients.

The ideal candidate should have a strong background in accounting, significant leadership experience, and a commitment to enhancing client relationships. Competitive compensation, benefits including 401(k), and opportunities for career advancement are offered.

Qualifications

  • 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.
  • Identify opportunities to expand CAS services and enhance client value.

Skills

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

Education

Bachelor’s degree in Accounting from an accredited university
Active CPA or CMA license

Job description

JCCS in Bozeman, Montana is seeking a Director of Client Accounting & Advisory Services to lead and expand the advisory practice. This role is pivotal in driving the vision and operational excellence of the service line while providing high-impact financial insights to clients.

The ideal candidate should have a strong background in accounting, significant leadership experience, and a commitment to enhancing client relationships. Competitive compensation, benefits including 401(k), and opportunities for career advancement are offered.

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