Staff Accountant: Growth, Client Impact, Hybrid Role

Praxis, Inc.; Colorado Springs (CO); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Unlimited PTO + paid holidays

Medical, dental, and vision insurance,

401(k) + 3% match

Annual bonus based on firm performance

Job summary

Reason Financial in San Diego, CA is seeking a Staff Accountant to support accounting and tax work for owner clients. The role combines detailed bookkeeping, financial statement review, and tax prep within a collaborative, growth‑oriented firm.

The ideal candidate has 3–5 years of progressive accounting experience, a strong GAAP background, and proficiency with Excel, QuickBooks, and Lacerte. Local candidates preferred; hybrid after onboarding.

Qualifications

• 3–5 years of progressive accounting experience required
• Experience supporting individual and business tax work required
• Strong knowledge of accounting principles, journal entries, general ledger activity, reconciliations, and P&L reporting
• Willingness to use AI tools to improve workflows

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

Skills

Analytical mindset

Attention to detail

Interpersonal communication

Client management

Problem solving

Education

Enrolled Agent

CPA preferred

Bachelor’s degree in Accounting, Finance, Business, or related field preferred

Tools

QuickBooks

Lacerte

Job description

Reason Financial in San Diego, CA is seeking a Staff Accountant to support accounting and tax work for owner clients. The role combines detailed bookkeeping, financial statement review, and tax prep within a collaborative, growth‑oriented firm.

The ideal candidate has 3–5 years of progressive accounting experience, a strong GAAP background, and proficiency with Excel, QuickBooks, and Lacerte. Local candidates preferred; hybrid after onboarding.