Accounting Services Manager — Client Accounting Leader (ESOP)

Grassi

Jericho (NY)

On-site

USD 130,000 - 160,000

Full time

9 days ago

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Benefits offered by this job

ESOP ownership

Performance-based incentives

Job summary

Grassi is seeking an Accounting Services Manager to join our Client Accounting Services (CAS) team. The CAS Manager will oversee Financial Reporting and Technical Accounting engagements, lead projects, and mentor staff to develop technical and professional competency.

You will manage day-to-day client accounting operations, serve as trusted advisor, ensure accurate reporting, and collaborate with firm leadership on strategic initiatives within a growing firm known for work-life balance and ESOP

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.

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.