About this opportunity
Reason Financial lists this Staff Accountant opportunity in san diego, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The Organization:
Reason 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.
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
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.
The Position:
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 clients
Prepare and post journal entries
Maintain general ledger records and ensure proper account classification
Reconcile bank accounts, credit cards, loans, payroll, and other balance sheet accounts
Prepare, review, and analyze financial statements, including balance sheets, income statements, and P&L reports
Review P&L activity to identify trends, discrepancies, missing information, or areas requiring clarification
Support month-end, quarter-end, and year-end close processes
Assist with preparation of individual, partnership, C Corp, S Corp, and trust tax returns by organizing client financials, workpapers, and supporting documentation
Assist with tax planning, projections, and client reporting as needed
Communicate with clients to request information, clarify transactions, and support timely completion of work
Communicate with taxing authorities regarding notices, exams, and other issues as assigned
Support payroll, sales tax, 1099s, and other recurring client accounting needs as assigned
Maintain organized client files, documentation, and internal workflow updates
Collaborate with tax, accounting, and advisory teammates to deliver a coordinated client experience
Identify opportunities to improve accounting workflows, client processes, and internal systems
Participate in firm initiatives, including training, technology adoption, and AI-supported workflow improvements
Efficiently track and manage time while owning assigned work with accuracy, accountability, and follow-through
Qualifications:
3–5 years of progressive accounting experience required
Strong accounting background required; Big Four, regional public accounting, CPA firm, or client accounting services experience strongly preferred
Enrolled Agent required
CPA preferred
Bachelor’s degree in Accounting, Finance, Business, or related field preferred
Strong understanding of accounting principles, journal entries, general ledger activity, reconciliations, financial statements, and P&L reporting
Experience xavwley supporting individual and business tax work required
Working knowledge of tax code and tax preparation concepts preferred
Experience with S Corps, C Corps, partnerships, LLCs, trusts, and business-owner clients preferred
Proficiency with Excel required
Working knowledge of QuickBooks required
Proficiency with Lacerte preferred
AI experience or openness to using AI-supported tools to improve workflows, accuracy, and efficiency is a plus
Analytical mindset with strong attention to detail
Strong interpersonal and client communication skills
Comfortable managing multiple clients, priorities, and deadlines
Able to ask thoughtful questions, solve problems, and take initiative
Flexible and adaptable in a continuously growing firm
Local to central San Diego or within a 25-minute commute is ideal
Willing to work in-office full time during onboarding and busy seasons; hybrid eligible after initial training period
Salary & Benefits:
Salary range: $80,000–$110,000, DOE
Annual bonus based on firm performance and individual contribution
Unlimited PTO + paid holidays
Medical, dental, and vision insurance, with employer contribution up to $505/month toward employee premium
401(k) + 3% match
Opportunities for personal and professional development
Worksite address
san diego, TX, 78384, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.