Client Accounting Associate

Posted 6 Days Ago
Be an Early Applicant
Dallas, TX
In-Office
Internship
Database • Analytics • Financial Services
Anything + Everything QuickBooks
The Role
The Client Accounting Associate supports accounting transformations, M&A due diligence, system implementations, and prepares monthly financial reports, leveraging cloud accounting and AI tools.
Summary Generated by Built In

Client Accounting Associate 

At Out of the Box Technology (OOTB), we provide outsourced accounting and financial advisory services to growing businesses across multiple industries. That means you'll be doing real client work from the start — reconciliations, financial close, reporting, and advisory support across a portfolio of clients. You'll see more in two years here than most accountants see in five. 

We’re looking for a recent accounting graduate who is excited to start their career in a fast-paced, multi-client environment. This role is a great opportunity to build a strong accounting foundation while gaining exposure to cloud accounting platforms, automation, and AI-enabled tools. 

Why Start Your Career at OOTB? 

  • Do real advisory work from day one, not just bookkeeping 
  • Work across multiple companies and industries simultaneously, not just one company’s ledger 
  • Participate in M&A due diligence, system implementations, and accounting transformation projects that many accountants don’t see until mid-career 
  • Get mentored by experienced practitioners who will put you in front of clients, not just behind a spreadsheet 
  • Learn cloud accounting tools and AI-enabled workflows that many firms have yet to adopt 
  • Build a clear path toward Senior Accountant and client-facing advisory roles 

What You’ll Do 

  • Support accounting transformation engagements for newly acquired entities, including chart of accounts cleanup, close process design, and historical restatements 
  • Assist with M&A due diligence by pulling financial schedules, normalizing data, and flagging issues before they become deal problems 
  • Participate in system implementations and migrations, including QuickBooks Online and Business Central onboarding, account structure design, and client training 
  • Help build reporting packages, budget-to-actual frameworks, and financial infrastructure for clients in transition 
  • Assist with preparing monthly financial reports and supporting schedules 
  • Work within cloud-based accounting systems such as QuickBooks and other financial tools 
  • Leverage AI and automation tools to help streamline accounting workflows 

What We’re Looking For 

  • Bachelor’s degree in Accounting or a related field 
  • 0–2 years of accounting experience or relevant internship experience 
  • Strong attention to detail and organizational/project management skills 
  • Comfort using AI to achieve objectives and openness to new technology and automation 
  • Ability to manage multiple priorities in a fast-paced environment 
  • Strong communication skills and a willingness to learn 

What We Offer 

  • Hybrid work environment based in Dallas 
  • Competitive salary and benefits 
  • 401(k) with company match 
  • PTO and company holidays 
  • Opportunity to grow within a collaborative and supportive team 

Top Skills

Ai Tools
Business Central
Cloud Accounting Platforms
Quickbooks Online
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The Company
HQ: Tigard, OR
86 Employees
Year Founded: 1982

What We Do

Out of the Box is your most trusted choice for QuickBooks accounting services. With over 30 years of experience and a proven track record of serving more than 50,000 satisfied clients, we offer a comprehensive outsourcing solution.

Our QuickBooks accounting services provide you with accurate financials and complete peace of mind. We offer one-on-one expert support, powerful financial reporting, and real-time insights at your fingertips.

At Out of the Box Technology, we go beyond numbers. We're here to simplify your financial life, so you can focus on what matters most. Our mission is to empower entrepreneurs with the financial tools, services and insights they need to thrive.

Learn more about our Out of the Box solutions for your bookkeeping needs!

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