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Senior Bookkeeper (Director I) - Remote

Posted 1 week ago
Finance / Legal
Full Time
USA

Overview

The Senior Bookkeeper I is a highly skilled accounting professional responsible for managing complex client accounts, ensuring financial accuracy, and mentoring junior staff. This role is ideal for a proactive, detail-oriented individual with advanced knowledge of QuickBooks Online (QBO) and Desktop (QBD), financial reporting, and reconciliations.

In Short

  • Oversee multiple client accounts, ensuring accurate and timely financial data.
  • Review and guide junior bookkeepers, resolving complex transactions and reconciliation issues.
  • Perform advanced reconciliations (bank, credit card) and troubleshoot discrepancies.
  • Manage full-cycle accounts payable and receivable, including vendor bill and invoice processing.
  • Prepare and analyze financial statements (P&L, Balance Sheet, Cash Flow).
  • Handle complex payroll transactions and ensure tax compliance at all levels.
  • Mentor Bookkeeper I and II team members to support skill development.
  • Ensure data integrity through regular review and cleanup.
  • Lead month-end and year-end closings; support audit readiness with thorough documentation.
  • Collaborate with senior accountants on advisory and reporting tasks.

Requirements

  • Associate or bachelor's degree in Accounting, Finance, or equivalent experience.
  • Minimum 3 years of bookkeeping experience, ideally in a multi-client or franchise environment.
  • Advanced proficiency with QBO and QBD.
  • Familiarity with payroll, sales tax compliance, and financial reporting.

Benefits

  • Opportunities to lead workflows and provide advisory services.
  • Drive continuous improvement in a fast-paced, tech-enabled environment.
  • Mentorship opportunities to support team development.
  • Build trust through responsiveness and professionalism.
  • Work cooperatively across departments.

O.O.T.B

Out of the Box

Out of the Box Technology is a leading QuickBooks and accounting consultancy that specializes in providing innovative financial solutions to small and mid-sized businesses across the nation. With a client-first approach and a commitment to financial clarity, the company serves as a trusted partner in managing accounting and financial operations. Out of the Box Technology fosters a collaborative and supportive work environment, offering fully remote positions and opportunities for professional development, making a meaningful impact on clients' growth and success.

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