What are the responsibilities and job description for the Accountant position at Sergeant Bluff Tax and Accounting?
Job Overview
We are seeking a highly skilled and self-motivated Senior Accountant to join our growing team. This role demands an analytical mindset and a strong foundation in accounting principles, with the ability to assess financial data, make adjusting entries, and prepare customized reports for clients.
The Senior Accountant will be responsible for compiling financial statements, completing individual and business tax returns, and ensuring compliance with applicable regulations. Accuracy, attention to detail, and professionalism are essential, as is the ability to manage complex financial tasks and contribute to strategic decision-making.
We value professionals who combine technical precision with strategic insight and thrive in a collaborative, client-focused environment. This position offers the opportunity to play a key role in delivering high-quality service and shaping the financial success of the clients we serve.
Duties
- Perform full-cycle accounting tasks in various software programs, including reconciliations, journal entries, and financial reporting
- Analyze financial statements to identify discrepancies and propose appropriate adjusting entries
- Develop and deliver customized financial reports for internal use and client presentations
- Maintain accurate and organized documentation across all engagement files
- Monitor tax law changes and advise clients on relevant implications and planning opportunities
- Collaborate with team members to troubleshoot accounting issues and enhance client outcomes
- Communicate financial insights and recommendations clearly to clients and internal stakeholders
Skills
- Strong understanding of GAAP and tax compliance principles
- Proficiency in QuickBooks Online and Excel (including pivot tables and custom reporting)
- Ability to analyze financial data and resolve discrepancies with precision
- Experience preparing financial statements and tax returns for individuals and businesses
- Skilled in developing client-ready reports and presentations
- Excellent written and verbal communication skills
- Strong organizational and documentation abilities
- Self-starter with a proactive approach to problem-solving
- Ability to manage multiple priorities and meet deadlines
- Collaborative mindset with a focus on client service and team success
We’re a team that values real balance—no audits, reviews, or overnight travel here. We pride ourselves on a family-flexible work culture where professionalism meets practicality, and where your contributions are seen and appreciated. If you’re looking to grow with a firm that respects your time and elevates your expertise, we’d love to talk to you.
Job Type: Full-time
Benefits:
- Paid time off
Work Location: In person