CAS Team Lead - Client Advisory Services

Job Description

Salary:

Client Advisory Services(CAS) Team Lead – Helena/Bozeman

Ideal candidate

We look for people who want to grow; who always ask, “What’s next?” Our values and business are rooted in always seeking ways to have greater impact – staying ahead of industry and regulatory trends; seeking new skills, credentials and certifications; and constantly improving how we collaborate, communicate and work together to achieve client, business, personal and professional goals.

What working at JCCS offers

When you grow our clients grow, and we grow. So, we offer a competitive compensation package in which you’re rewarded based on performance and recognized for the value you bring to the firm. Our total rewards package includes medical, dental, vision and other offerings; profit-sharing 401(k) plan with safe harbor contributions; a minimum of 10 vacation days, nine company-observed holidays, 12 sick days, and half-day Fridays from May through December. Plus, we offer:

Support, coaching and feedback from co-workers and managers.

Opportunities to develop new skills and advance your career.

The freedom to work in a way that lets you balance life outside of work.

About JCCS

JCCS has more than 120 professionals working in seven locations. Yet we all share one goal: to guide our clients in making smart decisions today so they can have a better tomorrow.

For more than 75 years we’ve helped clients, both big and small, in virtually every sector. We’ve collaborated with them on everything from managing payroll to paying the right amount of tax, from expansion plans like mergers and acquisitions to succession planning, and valuation. Throughout it all we’ve held one firm belief.

When it comes to reaching your personal, business and professional goals, knowledge is power.

JCCS Certified Public Accountants and Business Advisors is looking for a motivated professional to join their Client Advisory Services team.

CAS Services

At JCCS, we understand the crucial role accurate financial data plays in driving business decisions. That's why we customize our accounting services to match the specific personal or business goals of each client, including handling of the back-end accounting tasks through providing fractional CFO support. We leverage accounting technology to ensure efficient and accurate service delivery to our clients. Our CAS team draws on our extensive expertise to keep clients informed and empowered.

Position Summary

This listing is for the Team Lead position in the CAS service line covering both the Helena and Bozeman offices. The applicant could have either location as their primary office and would travel to the other location on a fixed schedule yet to be determined.

The Team Lead is responsible for efficient operation of all service line directives and for providing leadership and mentoring to service line personnel. They assist the Service Line Directors with executing firm and service line strategies as well as reviewing and monitoring the financial performance outcomes of the service line. The Team Lead helps implement policies, procedures, and processes in their office location(s). They assist with interviewing and provide input for personnel hired into their service line. The Team Lead will work with the Service Line Director on firm-wide workflow strategies and implement training programs for staff. The Team Lead is technically competent and an expert in one or more specialties. The Team Lead will delegate, supervise, and review the work of staff. The Team Lead will have a responsibility in leading the practice development initiatives within their office that bring in new clients and provide additional services to existing clients.

Essential Job Responsibilities:

Direct Supervision of service line staff in both offices

Implements policies and procedures at the direction of the service line director.

Supports the strategic goals and objectives of the firm and the service line.

Uses technical competence and expertise to help train and mentor the service line.

Oversees preparation of complex payroll and accounting services.

Oversees review of final quarterly and annual reports.

Respond to client and team member requests in a timely, accurate, positive and professional manner.

Manage clients and engagements by providing proactive client management and planning along with leadership and accountability for engagements, ensuring high quality of delivery and satisfied clients.

Sets-up and trains clients on financial accounting systems and software. He or she is experienced in training, delegating, supervising and reviewing the work of other staff. Fully leverage technology in all aspects of your daily work.

Perform and manage all tasks related to the accounting process of clients, including preparation of financial statements and analysis of financial results

Responsible for leading marketing activities that bring in his/her own clients and participates in promoting new Firm services.

Provides back-up for other accounting staff as needed.

Performs other duties, responsibilities and activities as assigned.

To Qualify:

Completion of a degree in Accounting or related field, preferred.

Prior team leadership experience preferred.

Applicants must have proficiency in Microsoft Excel and QuickBooks Online.

Must have strong organizational and time management skills.

Six (6) years of accounting experience

Six (6) years of payroll processing experience

Four (4) years of financial statement preparation, preferred.

QB Desktop Pro Advisor/Advanced, QBO Pro Advisor, QB Online Advanced, or QB Enterprise certification preferred.

Skills for Success:

Must have strong leadership and mentoring skills.

Growth mindset focused on the advancement of the team and the service line.

Ability to collaborate with other service lines

Must be accurate, have a strong attention to detail, be accountable, organized, show excellent customer service and teamworking skills.

Comfort working with a variety of software, and eager to learn new technology.

Technically competent in accounting and payroll functions.

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 PC is an Equal Opportunity Employer and will consider all candidates that meet the qualifications with or without a reasonable accommodation request.