Staff Accountant

Staff AccountantReason Financial is a purpose-driven financial services firm that exists to help individuals and business owners pursue financial independence with clarity and confidence. Founded in 2013, Reason Financial brings together tax, accounting, and wealth advisory services under one roof to deliver well-rounded, values-aligned advice. Our name reflects our guiding principle: that reason — the ability to think critically and act with intention — is what drives meaningful impact in our clients' lives.We've built a reputation for excellence, honesty, and curiosity. Our culture emphasizes thoughtful execution, strong communication, responsibility, and intrapreneurship. Team members are encouraged to pursue personal and professional growth, supported to solve complex problems, and given the flexibility to take ownership of their work — all while being part of a company that supports its local community and values the whole person, not just the role.We're looking for a Staff Accountant to join our growing team. This role is ideal for someone with a strong accounting foundation, ideally developed in a public accounting, Big Four, regional firm, or high-accountability client service environment. The right person will bring 3–5 years of progressive accounting experience, strong technical fundamentals, and the ability to support both accounting and tax work for business-owner clients.In this role, you'll prepare and maintain accurate accounting records, review financial statements and P&Ls, support tax preparation, communicate with clients, and collaborate with the broader Reason Financial team across accounting, tax, and advisory work. This is a strong fit for someone who is detail-oriented, analytical, client-minded, and energized by a growing firm that values curiosity, clear communication, and continuous improvement.Responsibilities:Prepare and maintain accurate accounting records for a variety of individual and business clientsPrepare and post journal entriesMaintain general ledger records and ensure proper account classificationReconcile bank accounts, credit cards, loans, payroll, and other balance sheet accountsPrepare, review, and analyze financial statements, including balance sheets, income statements, and P&L reportsReview P&L activity to identify trends, discrepancies, missing information, or areas requiring clarificationSupport month-end, quarter-end, and year-end close processesAssist with preparation of individual, partnership, C Corp, S Corp, and trust tax returns by organizing client financials, workpapers, and supporting documentationAssist with tax planning, projections, and client reporting as neededCommunicate with clients to request information, clarify transactions, and support timely completion of workCommunicate with taxing authorities regarding notices, exams, and other issues as assignedSupport payroll, sales tax, 1099s, and other recurring client accounting needs as assignedMaintain organized client files, documentation, and internal workflow updatesCollaborate with tax, accounting, and advisory teammates to deliver a coordinated client experienceIdentify opportunities to improve accounting workflows, client processes, and internal systemsParticipate in firm initiatives, including training, technology adoption, and AI-supported workflow improvementsEfficiently track and manage time while owning assigned work with accuracy, accountability, and follow-throughQualifications:3–5 years of progressive accounting experience requiredStrong accounting background required; Big Four, regional public accounting, CPA firm, or client accounting services experience strongly preferredEnrolled Agent requiredCPA preferredBachelor's degree in Accounting, Finance, Business, or related field preferredStrong understanding of accounting principles, journal entries, general ledger activity, reconciliations, financial statements, and P&L reportingExperience supporting individual and business tax work requiredWorking knowledge of tax code and tax preparation concepts preferredExperience with S Corps, C Corps, partnerships, LLCs, trusts, and business-owner clients preferredProficiency with Excel requiredWorking knowledge of QuickBooks requiredProficiency with Lacerte preferredAI experience or openness to using AI-supported tools to improve workflows, accuracy, and efficiency is a plusAnalytical mindset with strong attention to detailStrong interpersonal and client communication skillsComfortable managing multiple clients, priorities, and deadlinesAble to ask thoughtful questions, solve problems, and take initiativeFlexible and adaptable in a continuously growing firmLocal to central San Diego or within a 25-minute commute is idealWilling to work in-office full time during onboarding and busy seasons; hybrid eligible after initial training periodSalary & Benefits:Salary range: $80,000–$110,000, DOEAnnual bonus based on firm performance and individual contributionUnlimited PTO + paid holidaysMedical, dental, and vision insurance, with employer contribution up to $505/month toward employee premium401(k) + 3% matchOpportunities for personal and professional development