Director of Client Services

About the role

We are open to having this position in any of our seven office locations in Montana! If you’re a forward-thinking leader who thrives on building relationships, developing teams, and driving growth, we’d love to connect.

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.

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