Senior Bookkeeper (Director I)

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.