Account Manager

Grassi & Co., CPA's P.C; Denver (CO); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

ESOP

CPA study support

CPE opportunities

Wellness resources

Job summary

Grassi is seeking an Account Manager in Denver, CO, with onsite work during onboarding and potential hybrid flexibility. A Bethlehem, PA remote option is available for candidates located there. The role focuses on accurate financial statement preparation and client service for a portfolio of clients.

The position reports to the Accounting Team Manager and requires leadership experience with offshore teams, plus strong data quality and collaboration skills.

Qualifications

• 3+ years of full-cycle bookkeeping 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 attention to detail and ability to meet deadlines.

Responsibilities

• Prepare monthly and annual financial statements for assigned clients.
• Review income statements monthly and send client checklists.
• Review general ledger accounts and perform accruals and adjustments.
• Serve as primary point of contact for assigned clients.
• Support client accounting needs via Restaurant365, Xero, Sage Intacct.
• Coach and coordinate with internal and offshore teams.
• Assist with chart of accounts mapping and data quality improvements.
• Participate in continuous improvement of accounting practices.

Skills

Attention to detail

Time management

Independent and collaborative work

Strong communication

Education

Bachelor’s degree preferred

Tools

Restaurant365 (R365)

Xero

Sage Intacct

Job description

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, 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 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

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

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