Senior Bookkeeper (Director I)

Out of the Box

3d

About The Position

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.

Requirements

• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• Review work prepared by Bookkeeper I and II team members.
• Provide coaching, guidance, and support on complex transactions and best practices.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: Associate degree
• Number of Employees: 1-10 employees