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.

Job Summary

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, COoffice 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 include, but are not limited to

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

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

Why Grassi?

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:

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 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 Denver, CO.

Denver ranges are from $70,000 – $95,000