Lead & Grow a High-Impact Advisory of CAS at JCCS
Montana Society of CPAs
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 To Qualify 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 Skills for Success 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 #J-18808-Ljbffr
$105.79k - $141.05k
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...a customer all add up to real impact. Today, tens of millions of workers... .... Helping people get paid, grow in their careers, and shape the... ...strategic presales overlay, supporting high-impact opportunities where... ...Sales and Presales teams to lead discovery, shape opportunity strategy...Local area- ...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...
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...Executive Director, Global Value Evidence Lead, is a strategic leader responsible for driving... ...excellence, and ensuring strategic impact Support in proactively identifying and... ...strategic objectives, be accountable for high standards of performance, and take an active...Temporary workLocal areaFlexible hours
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