Accountant – Morris



Perform a wide variety of accounting, tax, and consulting projects. Be flexible to meet the needs of clients and firm. Seasonal overtime is required.


Our team members are appreciated for their unique talents and contributions, and are our most valuable resource. We provide meaningful and challenging client and firm projects, career advancement opportunities, continuous learning experiences and a flexible, positive work environment.

We offer competitive salaries based on experience and skill set.

  • Preparation of compiled, reviewed, and audited financial statements
  • Preparation of Excel spreadsheets
  • General bookkeeping, payroll, and business consultation
  • Support timely monthly, quarterly, half-year, and year-end financial close, balance sheet account reconciliations, determine and prepare journal entries
  • Reconcile bank and investment accounts
  • Review of client policies and procedures; identify and suggest improvements for accounting reporting and recording procedures
  • Analyze data, summarize information, and assist in preparation of reports
  • Research, draft memorandum, and document conclusions related to accounting issues and tax matters
  • Collect and organize appropriate data for tax preparation
  • Prepare partnership, corporate, individual returns, and other tax forms
  • Identify and assist with implementation of tax planning opportunities for clients
  • Managing client expectations and assisting clients with their tax and other related questions
  • Attend Continuing Professional Education to develop your interpersonal skills and professional expertise
  • Encompass the CDS core values: integrity, quality, collaboration, innovation, and kindness
  • Develop and maintain client relationships
  • Perform other duties as assigned
  • Accounting, Finance, or related degree or educational requirements to sit for the CPA exam, required
  • Well-rounded knowledge of accounting principles and taxation
  • Analytical skills with particular attention to detail
  • Effective, timely, and professional communication skills
  • Flexible team player who is also able to work independently
  • Ability to maintain confidentiality required
  • Desire to continue to develop and enhance skills
  • Exceptional time management skills with an ability to organize and prioritize projects, and meet deadlines
  • Optimistic
  • Strong computer aptitude
  • Ample career advancement opportunities
  • Frequent partner interaction
  • Challenging work with a variety of clients
  • Flexible, team-oriented work environment
  • Year-round training to assist with rapid skill development
  • Volunteering is encouraged
  • Fun events including social activities, annual golf outing, community service projects, and more!
  • Core values of integrity, quality, collaboration, innovation, and kindness
  • Mentor program
  • Personal Days Off
  • Holidays
  • Flexible schedule (including half day Fridays in the summer)
  • Flexible dress code
  • Group health insurance
  • Life, Disability, and AD & D insurance
  • 401(k) plan, including a matching program
  • Cafeteria plan
  • Continuing professional education
  • Dues & licensing
  • CPA exam support
  • Employee referral program
  • Business Development referral program
  • Longevity bonus