Sr. Client Advisory Services Accountant (CAS) at JCCS – Bozeman, Montana

JCCS, P.C.

Senior Accountant – Client Advisory Services

Build a career you’re proud of—while living somewhere incredible.

Overview

JCCS Certified Public Accountants is seeking a Senior Accountant to join our growing Client Accounting & Advisory Services (CAS) team in Bozeman, Montana. This role is ideal for an experienced accounting professional who enjoys working directly with business clients, improving accounting processes, and helping companies make smarter financial decisions.

At JCCS, our CAS team goes beyond traditional bookkeeping, we partner with business owners across Montana to provide financial clarity, strategic insights, and reliable accounting support.

Why Work at JCCS

• 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

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.

Apply

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.

A Day in the Life

In this role, you’ll work closely with a variety of business clients while also supporting the internal accounting team. You’ll help client stay on top of their financial information and make informed decisions by reviewing financial reports, improving accounting processes and QuickBooks setup, and preparing financial statements and reconciliations. You’ll also collaborate with JCCS tax professionals, analyze financial data to help provide insights on business performance, and identify opportunities to improve reporting accuracy and efficiency, serving as a trusted resource for both clients and the internal team.

Responsibilities:

• Prepare and review financial statements for business clients
• Manage monthly and quarterly accounting processes
• Support payroll processing and related reporting
• Assist clients with accounting system setup and improvements
• Analyze financial data and provide insights to support business decisions
• Identify opportunities to improve accounting processes and reporting
• Performs other duties, responsibilities and activities as assigned.

Qualifications:

Required:

• 5+ years of accounting experience (public accounting preferred)

• 3+ years of payroll processing experience
• Strong knowledge of GAAP and financial reporting
• Experience with accounting software such as QuickBooks or similar platforms
• Strong analytical and problem-solving abilities
• Excellent communication and client service skills

• Must have strong organizational and time management skills.

Preferred:

• Bachelor’s degree in Accounting or related field
• 3+ years of financial statement preparation
• Experience with cloud-based accounting platforms.

Skills for Success:

• Proficiency with technology, AI tools and research.

• Ability to problem-solve and think critically.

• Growth mindset (both internally and client-focused).

• Ability to effectively delegate and mentor team members.