Account Manager

Account Manager

Denver, Colorado

We are currently seeking a Bookkeeping 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 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.

• 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
• Managing client correspondence and information requests within one business day
• 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

• Bachelor's degree preferred but not required
• Minimum three (3) years or more of full-cycle bookkeeping related experience
• Demonstrated experience in performing financial reviews of accounts with client
• Preferred - Demonstrated experience working with Sage 50, Quick Books, Xero and/or R365
• Strong proficiency in full-cycle accounting and bookkeeping
• 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

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.

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.

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,…