Accounting Services Manager

We need to output HTML fragment with sections: About the role? Actually the posting includes "About Grassi" (company description) then "Job Summary", "Key Responsibilities", "Qualifications", "Why Grassi?" which includes benefits etc. Also compensation info at end. We must not repeat job title as heading. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we should only include sections when posting has real specific content. The posting includes: About Grassi (company overview) maybe map to "About the role"? Actually "About the role" is typical heading for role description; we have "Job Summary". Could map that to "About the role". We'll use

About the role

with the Job Summary paragraph. Responsibilities: Key Responsibilities list. Requirements/Qualifications: There's "Qualifications" section. Could map to "Requirements" or "Qualifications". We have both headings allowed: Requirements, Qualifications, Skills. We need to decide which to use. The posting includes qualifications (education, experience, skills). We could put under

Qualifications

with the list. Could also split into Requirements (education/experience) and Skills (technical). But we should avoid thin sections. Probably better to have one Qualifications section with all qualification content. Benefits: The "Why Grassi?" includes benefits package details. So we can have

Benefits

with that content. Pay: The posting includes compensation info: salary range for New York $130,000 – $150,000. Also mentions base compensation, raise, bonus etc. So we can include Pay section. Schedule: Not mentioned. So we should not include Schedule. Also we need to include any other sections like Skills? Could embed skills within Qualifications. We must not include boilerplate like EEO etc. The posting includes none. We must preserve all substantive information. So include company description? The "About Grassi" is substantive but not about role. Should we include? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." The About Grassi is about the firm, not the role. It's substantive. Should we include it? Possibly under a section like "About the company"? But allowed headings are limited to those list. However we could put it under

About the role

? That would be inaccurate. But maybe we can treat "About Grassi" as part of the job summary? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should map company description to maybe "About the role"? Not ideal but maybe acceptable. However we could also omit company description? That would lose substantive info. The instruction says preserve ALL substantive information. So we need to include it somewhere. Could we include it as a

before any heading? The instruction says output ONLY the HTML fragment, no /. It didn't forbid having a

before headings. So we could start with a

containing the About Grassi description, then headings for role etc. That would preserve info without needing a heading for it. That seems acceptable. Thus structure:

About Grassi ... (the paragraph)

Then

About the role

with Job Summary paragraph. Then

Responsibilities

with

• ... list items. Then

  Qualifications

  with
  • ... list items (education, experience, skills). Then

    Benefits

    with
    • ... list items from Why Grassi? (flexibility, culture, benefits package, ESOP, CPA incentive, learning, wellness). Then

      Pay

      with paragraph about compensation and salary range. We must not include Schedule. We must not repeat job title as heading. We must not include Job ID etc. We must remove boilerplate: none. We must ensure we don't create empty sections. Now extract content. About Grassi paragraph: "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 eleven 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." Job Summary paragraph: "Grassi is seeking an Accounting Services Manager to join our Client Accounting Services (CAS) team within our growing firm. The CAS Manager position has the primary responsibility of oversight of the Financial Reporting and Technical Accounting engagement work plans. As a leader of the group, the Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency." Key Responsibilities list items (each sentence). Let's extract: - Manage the day-to-day accounting and financial operations of multiple clients to ensure accuracy, efficiency, and compliance. - Serve as a trusted advisor and primary client contact, delivering exceptional service and fostering long-term relationships. - Research complex technical accounting topics, identify relevant guidance, and corresponding regulations. - Review and approve bill payments, wire transfers, and check disbursements while maintaining strong internal controls and effective cash management practices. - Oversee reconciliations for bank accounts, brokerage accounts, and credit cards to ensure completeness and accuracy. - Maintain accurate books and records for individuals, trusts, partnerships, and related entities. - Review journal entries, financial statements, and month-end close activities to ensure timely and accurate reporting. - Assist team with year-end vendor review for 1099 processing. - Analyze financial performance, identify trends and variances, and provide actionable recommendations to clients. - Lead, mentor, and develop staff and senior accountants through coaching, feedback, and performance management. - Coordinate multiple client engagements and ensure all deliverables are completed on schedule. - Monitor expense reporting processes and ensure proper documentation and compliance procedures are followed. - Identify opportunities for process improvement, automation, and operational efficiencies across accounting workflows and systems. - Collaborate with firm leadership on strategic initiatives, onboarding activities, and special projects. Qualifications list: - Bachelor’s degree in Accounting or Finance required; CPA designation strongly preferred. - Minimum of 6 years of relevant experience in public accounting, family office services, or high-net-worth client accounting support. - Demonstrated success managing client relationships and leading engagements. - Strong analytical skills with the ability to interpret complex financial information and provide meaningful insights. - Proven leadership experience with the ability to mentor and develop team members. - Excellent written and verbal communication skills, including experience interacting with executives and high-net-worth clients. - Highly organized with the ability to manage competing priorities in a fast-paced environment. - Advanced proficiency with accounting technologies including Excel, QuickBooks Online, Bill.com, Expensify and other accounting software preferred. Experience with ProSystem fx Engagement a plus. - Strong attention to detail, sound judgment, and commitment to client service excellence. Benefits from Why Grassi?: Paragraph: "Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:" Then bullet-like sentences: - Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. - Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. - Benefits Package: 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. - ESOP Owned: 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. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan. - CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. - Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. - Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation paragraph: "Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. 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. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s): New York ranges are from $130,000 – $150,000" We need to include Pay section with that info. Now produce HTML. We'll start with

      About Grassi ...

      Then

      About the role

      Job Summary ...

      Then

      Responsibilities

      ...
      Then

      Qualifications

      ...
      Then

      Benefits

      ...
      Then

      Pay

      Compensation ...

      Make sure to not include extra whitespace? It's fine. Check that we didn't