[Hiring] QuickBooks Online / R365 Accounting Lead @Career Directions Limited (CDL)

Role Description

This is a remote position.

Our client is recruiting a senior-level Accounting Lead (“Pack Leader”) to support a fast-growing U.S.-based accounting firm serving multi-unit restaurant and franchise clients. This is not a basic bookkeeping role. We are looking for someone who brings more experience, confidence, and insight, and who can operate with a high degree of independence. The ideal candidate will not just complete tasks accurately, but will also understand the bigger accounting picture, identify issues proactively, and provide sound judgment on how work should be handled. This person will likely work across both QuickBooks Online (QBO) and Restaurant365 (R365), so we are looking for someone who is comfortable navigating multiple systems and can adapt quickly in a growing, process-driven environment.

The ideal candidate is technically strong in accounting fundamentals, confident in managing full-cycle accounting with minimal supervision, and eager to help scale a modern accounting operation. This role is suited for someone who wants to take ownership, improve systems, and grow into a leadership position within a high-growth, tech-forward environment.

Key Responsibilities

• Accounting Leadership Across QBO and R365
  • Independently manage full-cycle accounting across QuickBooks Online and, overtime, Restaurant365
  • Maintain clean, accurate, audit-ready financial records
  • Oversee accruals, sales tax filings, and tip accounting
  • Prepare and review monthly financial statements:
    • Profit & Loss
    • Balance Sheet
    • Cash Flow
  • Identify discrepancies and proactively resolve issues
  • Clean up and restructure books where necessary
  • Ensure financial reporting supports scalability and operational insight
  • Demonstrate strong ownership of the balance sheet and confidence in explaining accounting treatment and recommendations
• Senior-Level Judgment and Independent Execution
  • Go beyond task completion by bringing insight, judgment, and problem-solving ability to the role
  • Work with limited supervision and make sound accounting decisions independently
  • Flag risks, inconsistencies, and process gaps before they become larger issues
  • Provide thoughtful recommendations on accounting workflow improvements and reporting accuracy
  • Serve as a stronger, more experienced accounting partner who can contribute at a level above routine bookkeeping support
• Restaurant & Multi-Unit Accounting Support
  • Support multi-location restaurant and franchise clients
  • Manage restaurant-specific accounting complexities, including:
    • Tip allocation and reporting
    • Sales tax tracking and reconciliation
    • Multi-unit reporting structures
    • Cost of goods sold (COGS) and food & beverage tracking
  • Understand restaurant workflows, POS systems, and operational terminology
  • Restaurant industry exposure is highly valued
• R365 Transition & Systems Development
  • Support ongoing work and future transition between QuickBooks Online and Restaurant365
  • Learn and become highly effective in R365 (training provided where needed)
  • Assist in data cleanup, system configuration, and reporting optimization
  • Contribute to building scalable accounting systems and processes across platforms
  • A willingness to learn new platforms and embrace change is essential
• Process Improvement & Technology Enablement
  • Develop and document accounting workflows and SOPs
  • Identify inefficiencies and recommend improvements
  • Evaluate automation tools and integrations within the accounting tech stack
  • Contribute to AI-enabled accounting workflows and process optimization
  • Thrive in a tech-forward environment where curiosity and innovation are encouraged
• Collaboration & Communication
  • Work directly with U.S.-based leadership and accounting team members
  • Provide proactive updates and communicate financial issues clearly and confidently
  • Meet deadlines and manage workload independently
  • Operate effectively within U.S. Eastern Time business hours

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA, ACCA, or equivalent professional certification
• Minimum 5 to 6+ years of hands-on accounting experience, with clear evidence of increasing responsibility
• Advanced proficiency in QuickBooks Online
• Willingness and ability to work across QBO
• Advanced proficiency in Microsoft Excel / Google Sheets
• Excellent written and spoken English
• Demonstrated strength in core accounting fundamentals (accruals, reconciliations, balance sheet management)
• Ability to independently analyze and review financial statements
• Strong understanding of U.S. accounting best practices (GAAP familiarity preferred)
• High attention to detail and accuracy
• Ability to work independently in a remote environment
• Restaurant, franchise, or hospitality industry exposure preferred
• Interest in AI, automation, and emerging accounting technologies
• Proven accounting capability, maturity, and professional confidence are prioritized

Preferred Qualifications

• Experience supporting U.S.-based accounting clients
• Willingness and ability to work across R365
• Familiarity with POS systems and restaurant operations
• Exposure to Restaurant365 (R365)
• Experience in fast-growing or startup environments
• Experience leading accounting cleanups, process improvements, or system transitions

Personal Attributes

• Ownership-Oriented – Takes initiative and executes without constant supervision
• Insight-Driven – Understands the “why” behind the numbers and can offer sound accounting judgment
• Confident & Independent – Brings maturity, professional confidence, and the ability to make decisions
• Adaptable – Thrives in evolving systems and changing priorities
• Tech-Curious – Excited about AI, automation, and modern accounting platforms
• Growth-Minded – Interested in expanding responsibility and long-term leadership opportunities

Work Environment & Culture

This is a high-growth, evolving accounting environment serving restaurant clients. Systems are continuously improving, and technology plays a central role in how work is performed. The selected candidate will be supported locally by our client while working day-to-day with a team that values:

• Innovation
• Courage
• Accountability
• Collaboration

This role offers long-term growth potential within a modern, tech-enabled accounting operation.

Compensation & Benefits

• Competitive Salary
• Performance bonuses
• Remote work flexibility
• Career advancement opportunities