Account Manager

About this role

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 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 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,…