Account Manager

Grassi; Denver (CO); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan

ESOP

Job summary

Grassi seeks an Account Manager for our Denver, CO office to oversee the accurate preparation of financial statements for a portfolio of clients. This role starts onsite five days a week with a path to a hybrid schedule, three days in the office.

You will be the primary client contact, manage monthly data, and drive quality accounting with Restaurant365 expertise. The ideal candidate has 5+ years of full-cycle bookkeeping, 3+ years with Restaurant365, and strong communication skills to service

Qualifications

• Bachelor’s degree preferred but not required.
• 5+ years of full-cycle bookkeeping experience.
• 3+ years in Restaurant365 and/or currently working.
• Experience leading, training, or overseeing accounting staff.
• Strong understanding of full-cycle accounting and financial reporting.

Responsibilities

• Prepare monthly and annual financial statements for assigned clients.
• Review income statements and manage monthly client checklists.
• Maintain general ledger, accruals, and monthly adjustments.
• Serve as primary contact for assigned clients and queries.
• Utilize Restaurant365 to support client accounting and reporting needs.
• Contribute to continuous improvement of accounting practices.

Skills

Full-cycle bookkeeping

Restaurant365

Client servicing

Attention to detail

Education

Bachelor’s degree preferred

Tools

Restaurant365

Sage 50

QuickBooks

Xero

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 an 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 Bookkeeping 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
• Maintaining a strong understanding of Restaurant365 (R365) and utilizing the platform to support client accounting and reporting needs
• 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
• 5+ years or more of full-cycle bookkeeping related experience
• 3+ years in Restaurant 365 and/or currently working
• Demonstrated experience leading, training, coaching, or overseeing accounting staff
• Strong understanding of full-cycle accounting, including general ledger, balance sheet, income statement, accruals, adjustments, and financial reporting
• Experience with restaurant, franchise, or multi-unit clients is required
• Experience with Sage 50, QuickBooks, and/or Xero is a plus
• 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 Fridays 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