Out of the Box ยท 1 day ago
Senior Bookkeeper (Director I)
United States
Full-time
Remote
Mid Level
3+ years expOut of the Box Technology is a dynamic service-driven company seeking a Senior Bookkeeper I to manage multiple client engagements and ensure financial accuracy. The role involves mentoring junior team members and collaborating with senior accounting leaders to deliver exceptional results.
AccountingConsultingInformation TechnologySoftware
Hiring Manager
Cara Jarosz
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
Qualification
Required
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
Company
Out of the Box
Out of the Box is your most trusted choice for QuickBooks accounting services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lisa McCarthy
Founding Partner/Chief Strategy Officer
Company data provided by crunchbase