Client Accounting Services Senior

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 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

We are currently seeking a Client Accounting Services Senior to join our team in any of the following office locations: White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm.

The Client Accounting Services Senior provides clients with various accounting duties requiring some evaluation, ingenuity, and accuracy on a timely basis. Our professionals utilize a client-focused approach to all our engagements and work closely with a diverse clientele. Duties are performed according to generally accepted accounting principles.

Responsibilities include, but are not limited to:

• Assisting with core accounting processes, including maintaining the general ledger, preparing and posting journal entries, and supporting the monthly close process

• Preparing monthly balance sheet reconciliations and investigating variances or discrepancies

• Supporting the preparation of monthly and quarterly financial statements, including workpapers and supporting schedules

• Performing bank, credit card, and other account reconciliations, ensuring accuracy and completeness of financial data

• Compiling and analyzing financial information to support general ledger activity and document business transactions

• Assisting with cash flow tracking and basic forecasting activities

• Monitoring deadlines and ensuring timely completion of assigned deliverables and compliance-related filings

• Supporting responses to tax notices and inquiries, including gathering documentation and performing basic research

• Performing analytical procedures to identify trends, fluctuations, and variances, and assisting in drafting explanations

• Ensuring adherence to generally accepted accounting principles (GAAP), as well as firm and client policies and procedures

• Communicating with clients to address routine requests and provide updates on deliverables

• Collaborating with senior team members and assisting with special projects as needed

Qualifications

• Bachelor’s degree in Accounting required

• Minimum of at least 3+ years of relevant experience

• CPA and/or in process of obtaining CPA preferred

• Excellent interpersonal, organizational, initiative, and leadership skills

• Strong written and verbal communication skills

• Proficiency with Microsoft Office Suite and Advanced level QuickBooks skills desired

• Ability to manage multiple priorities in a deadline-driven environment

• Ability to work in team environment and to work additional hours as needed

• Maintains a high level of professionalism and consistently demonstrates respect for others

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…