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Lead & Grow -Impact Advisory Practice—Director of CAS at JCCS
Job in
Belgrade, Gallatin County, Montana, 59714, USA
Listed on 2026-06-26
Listing for:
Montana Society of CPAs
Full Time
position Listed on 2026-06-26
Job specializations:
-
Management
CFO
Job Description & How to Apply Below
Director of Client Accounting & Advisory Services (CAS)
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.
- 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
- 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
- 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
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