Job description
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:
- Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level
- Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry
- “Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
- Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day
- CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more
- Discounted gym memberships, wellness programs and a competitive benefits package
The Opportunity
The Part-Time Bookkeeper is responsible for entering data from bank and brokerage records to assist with the preparation of fiduciary accounting for trusts and estates. Successful performance in this position is dependent on understanding basic accounting and financial principles, and accurately and quickly entering data from financial records into fiduciary accounting software. Provides fiduciary/court accounting services for banks, law firms, family offices and individuals throughout the United States.
Responsibilities:
- Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts) in order to determine proper treatment for accounting purposes.
- Review of inputed information into fiduciary accounting software following detailed instructions provided by the senior accountants.
- Reconcile securities and cash balance positions from bank statements.
Requirements:
- Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent a plus.
- Ability to work in a team environment, supervise staff and lead projects.
- Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems and CCH.
- Ability to work additional hours as needed.
- Strong communication skills, both verbal and written.
- Basic understanding of accounting concepts.
- Basic understanding of investments (stocks, bonds, etc.)
- Good client interaction skills
About Our Firm
As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global.
Grassi & Co.’s 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. To uphold these standards, we work with 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. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi’s own nonprofit clients.
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