Account Manager

Job Summary

We are currently seeking a Bookkeeping Account Manager to join our team in our Denver, CO office. This role offers an exciting opportunity to be part of a dynamic and growing firm. 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 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
• Managing client correspondence and information requests within one business day
• Providing feedback and support to internal teams
• 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
• Minimum three (3) years or more of full-cycle bookkeeping related experience
• Demonstrated experience in performing financial reviews of accounts with client
• Preferred - Demonstrated experience working with Sage 50, QuickBooks, Xero and/or R365
• Strong proficiency in full-cycle accounting and bookkeeping
• 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

• 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 summer months in addition to PTO)
• Company Culture: 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 many nonprofit clients
• 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 (employee stock ownership plan) - privately funded with no outside investors or private equity firms
• Client and employee referral bonus program
• CPA Incentive: financial assistance toward CPA certification including study materials, exam registration and sitting fees for all 4 parts (up to 2x per part), application and licensing fees, paid study time during work hours, additional paid time off to take exams, and a bonus paid upon passing
• Learning and Development: Continuing Professional Education (CPE) opportunities including technical and soft skills training through internal courses and external programs at no cost
• Wellness Resources: discounted gym memberships and wellness initiatives including CALM app for stress reduction, anxiety management, focus improvement, and sleep

Pay

Denver, CO salary range: $70,000 – $90,000. Compensation is determined based on a combination of factors including relevant experience, skills, certifications, and geographic location. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.