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Bookkeeping Services Lead – Client Advisory & Team

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Out of the Box
Full Time position
Listed on 2026-07-29
Job specializations:
  • Accounting
  • Management
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Bookkeeping Services Lead – Client Advisory & Team Growth

Out of the Box is seeking a Manager, Bookkeeping Services to lead and grow a high-performing bookkeeping team, while delivering exceptional client experiences. The role blends people management with hands-on client work, focusing on operational excellence and business performance.

You will oversee portfolio management, month-end close activities, and provide accounting guidance across multiple client engagements, driving retention and profitability for our CAS practice.

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