Accounting Services Manager

Grassi & Co., CPA's P.C; Jericho (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

ESOP Owned

CPA study support

Learning & Development opportunities

Wellness resources

Flexible dress code & telecommuting

Job summary

Grassi & Co., CPA's P.C. in New York is seeking an Accounting Services Manager to lead our Client Accounting Services (CAS) team.

You will oversee financial reporting, technical accounting engagement work plans, and coach staff to develop technical proficiency while delivering superior client service. The role requires a CPA-advantaged background, 6+ years in public accounting or high-net-worth client accounting, and strong leadership.

Qualifications

• 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.

Responsibilities

• Manage day-to-day accounting and financial operations for multiple clients, ensuring accuracy and compliance.
• Serve as trusted advisor and primary client contact, delivering exceptional service and fostering long-term relationships.
• Research complex technical accounting topics and applicable guidance and regulations.
• Review and approve bill payments, wire transfers, and disbursements with strong internal controls.
• Oversee reconciliations for bank, brokerage, and credit card accounts.
• Maintain books for individuals, trusts, and partnerships.
• Review journal entries, financial statements, and month-end close activities.
• Assist team with year-end vendor review for 1099 processing.
• Analyze financial performance, identify trends, and provide actionable recommendations.
• Lead, mentor, and develop staff and senior accountants.
• Coordinate multiple client engagements and ensure timely delivery of all deliverables.
• Monitor expense reporting processes and ensure proper documentation and compliance.
• Identify opportunities for process improvement and automation across accounting workflows.

Skills

Public Accounting

Client Relationships

Leadership

Analytical Skills

Communication

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

QuickBooks Online

Bill.com

Expensify

ProSystem fx Engagement

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 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

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

• 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

• 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.

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 restless 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 the following market(s):

New York ranges are from $130,000 – $150,000

As set forth in Grassi’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A \"disabled veteran\" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A \"recently separated veteran\" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An \"active duty wartime or campaign badge veteran\" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An \"Armed forces service medal veteran\" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.