Account Manager

About Grassi

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

About the role

We are currently seeking Account Managers to join our team. This role offers an exciting opportunity to be part of a dynamic and growing firm. Positions are available in our Denver, CO office or remotely for candidates located in the Bethlehem, PA area. For candidates based in Denver, this position is fully onsite (five days per week) during the initial onboarding period with the potential to transition to a hybrid schedule (three days per week in the office). The Bethlehem, PA area position will be fully remote. The Account Manager is responsible for the accurate and timely preparation of financial statements for a set number of the Company’s clients. The Account Manager will oversee the client service for their clients and be the single point of contact for client questions and requests. This position will contribute to a high performing, collaborative team culture and model of Grassi’s values and behaviors. The Account Manager reports directly to the Accounting Team Manager.

Responsibilities

• Ensuring accurate and timely preparation of monthly and annual financial statements
• Reviewing all income statements monthly and preparing monthly client checklist and sending to all clients to ensure they have accurate monthly data
• Reviewing general ledger accounts monthly and making monthly accruals and adjustments
• Serving as a primary point of contact for assigned clients
• Utilizing accounting systems to support client accounting and reporting needs, with experience in Restaurant365 (R365), Xero, and/or Sage Intacct
• Supporting internal and offshore accounting teams through training, coaching, direction, and review of completed work
• Supporting accurate chart of accounts mapping
• Identifying data quality issues and errors, investigating data discrepancies and escalating
• Contributing to continuous improvement activities that expand and improve practices and services
• Performing other accounting activities as required
• Demonstrating firm core values consistently

Qualifications

• Bachelor’s degree preferred but not required
• 3+ years or more of full-cycle bookkeeping and related experience
• Experience with Restaurant365 (R365), Xero, and/or Sage Intacct is required
• Experience with restaurant, franchise, or multi-unit clients is required
• Demonstrated experience leading, training, coaching, or overseeing accounting staff, including offshore teams
• Strong understanding of full-cycle accounting, including general ledger, balance sheet, income statement, accruals, adjustments, and financial reporting
• Demonstrates a passion for bookkeeping, client servicing and seeing accurate results
• Must have the highest attention to detail
• Sense of urgency and ability to meet deadlines
• Ability to work independently as well as lead and collaborate with others
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Exceptional organization, planning and time management skills

Benefits

• Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level.
• Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.
• Flexibility: generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, summer hours, and Floating Summer Friday’s program (three extra Fridays off during the summer months in addition to PTO).
• Company Culture: commitment to inclusivity, diversity, and equity; DEI Council and Grassi Women’s Council events; charitable initiative Grassi Gives Back supporting organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and nonprofit clients.
• ESOP Owned: equity partners and all Grassi U.S. employees have exclusive opportunity to own the firm’s stock; privately funded ESOP with no outside investors or private equity involvement.
• CPA Incentive: financial assistance toward CPA certification (study materials, exam fees up to 2× per part, application and licensing fees); paid study time during work hours, additional paid time off to take exams, bonus upon passing.
• Learning and Development: Continuing Professional Education (CPE) opportunities, technical and soft skills training, internal courses and external programs at no cost.
• Wellness Resources: discounted gym memberships, wellness initiatives, CALM app access to lower stress, decrease anxiety, improve focus, and improve sleep.

Pay

Compensation for this role is determined based on a combination of factors, including relevant experience, skills, certifications, and geographic location. For candidates residing in Denver, CO, the salary range is $70,000 – $95,000.

Schedule

Denver, CO position: fully onsite (five days per week) during the initial onboarding period, with potential to transition to a hybrid schedule (three days per week in the office). Bethlehem, PA area position: fully remote.