Strategic Director, Client Advisory & Accounting

Montana Society of CPAs; Montana; On-site; USD 90,000 - 130,000; Full time

Job summary

Montana Society of CPAs is seeking a strategic Director of Client Accounting & Advisory Services (CAS) to lead and expand their CAS practice. This role requires developing high-level strategic initiatives, managing client relationships, and driving team performance. Candidates should have a Bachelor’s in Accounting, an active CPA or CMA license, and over 10 years of relevant experience. Strong leadership and strategic thinking skills are essential. Enjoy a collaborative environment focused on growth and service excellence.

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 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.

Skills

Leadership and team development

Client relationship management

Strategic thinking

Cloud-based accounting tools

Problem-solving

Strong communication

Education

Bachelor’s degree in Accounting

Active CPA or CMA license

Job description

Montana Society of CPAs is seeking a strategic Director of Client Accounting & Advisory Services (CAS) to lead and expand their CAS practice. This role requires developing high-level strategic initiatives, managing client relationships, and driving team performance. Candidates should have a Bachelor’s in Accounting, an active CPA or CMA license, and over 10 years of relevant experience. Strong leadership and strategic thinking skills are essential. Enjoy a collaborative environment focused on growth and service excellence.