What are the responsibilities and job description for the Director of Client Advisory Services (CAS) position at JCCS PC?
About JCCS
JCCS Certified Public Accountants has been serving Montana businesses and individuals for more than 80 years. With offices across the state, we provide tax, audit, and advisory services that help our clients grow and succeed.
Our firm is known for its collaborative culture, commitment to professional development, and strong relationships with the communities we serve.
Why JCCS
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
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.
JCCS Certified Public Accountants has been serving Montana businesses and individuals for more than 80 years. With offices across the state, we provide tax, audit, and advisory services that help our clients grow and succeed.
Our firm is known for its collaborative culture, commitment to professional development, and strong relationships with the communities we serve.
Why JCCS
- Lead and shape a growing advisory practice
- Collaborative, people-first culture
- Competitive compensation and benefits
- Commitment to work-life balance and long-term success
- Opportunity to make a meaningful impact on clients and the firm
- 401(k) with safe-harbor and profit-sharing employer contributions
- Health, dental, vision and HSA contributions
- Early Friday afternoons off (May – December)
- PTO and paid holidays
- Paid CPA licensing and continuing education
- Career growth and advancement opportunities
- Supportive and collaborative team environment
- Opportunity to live and work in beautiful 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
- 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
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.