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.
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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!
