Out of the Box

Compensation

Full Description

Senior Bookkeeper (Director I) Out of the Box Technology Overview The Senior Bookkeeper I is a highly skilled accounting professional responsible for managing multiple client engagements, ensuring financial accuracy, and mentoring junior team members. This role is ideal for someone who thrives in a dynamic, service-driven environment and has advanced experience with QuickBooks Online (QBO) and QuickBooks Desktop (QBD), financial reporting, and reconciliations. You’ll partner closely with clients, operate with a high level of independence, and collaborate with senior accounting leaders to deliver exceptional results. Primary Responsibilities Client & Engagement Management Manage and prioritize workflows across multiple clients with varying industries and complexity. Act as the primary point of contact, providing proactive communication, insights, and guidance. Identify opportunities to streamline processes and improve the client experience. Technical Bookkeeping Perform and review advanced reconciliations (bank, credit card, loans, payroll clearing). Manage full-cycle AP/AR, including vendor bills, invoicing, payments, and collections follow-up. Prepare, review, and analyze financial statements (P&L, Balance Sheet, Cash Flow). Record and review complex journal entries and maintain accurate general ledgers. Troubleshoot discrepancies and ensure clean, audit-ready files. QuickBooks Expertise Set up, optimize, and maintain QBO/QBD files tailored to client needs. Utilize bank feeds and automation tools for efficiency and accuracy. Support payroll setup, processing, and filings as needed. Compliance & Reporting Maintain data accuracy through regular reviews and cleanup work. Monitor and assist with sales tax tracking, filing, and remittance. Lead month-end and year-end close processes; support audit readiness. Team Leadership & Mentorship Review work prepared by Bookkeeper I and II team members. Provide coaching, guidance, and support on complex transactions and best practices. Core Competencies Integrity & Accuracy: Maintains confidentiality and precise financial records. Multi-Client Agility: Effectively manages competing deadlines and priorities. Technical Expertise: Strong command of bookkeeping principles and QBO/QBD. Communication: Explains financial information clearly to clients and teammates. Client Service: Builds trust through responsiveness and professionalism. Organization & Efficiency: Thrives in a fast-paced, tech-enabled environment. Problem Solving: Anticipates issues and proactively resolves them. Collaboration: Works seamlessly across departments and teams. Mentorship: Supports knowledge sharing and team development. Qualifications Associate’s or Bachelor’s degree in Accounting, Finance, or equivalent experience. Minimum 3+ years of bookkeeping experience in a multi-client, outsourced accounting, or franchise environment. Advanced proficiency with QuickBooks Online and QuickBooks Desktop. Experience with payroll, sales tax compliance, and financial reporting. Comfort working in cloud-based systems and accounting technology tools.