Senior Bookkeeper/Accountant (26Q4-064)

Senior Bookkeeper/Accountant

Location: Pittsburgh (South Hills)

Our client, a leading independent wealth management firm, is hiring a senior bookkeeper to be the lead financial operations resource for its family office services team. You'll run the full bookkeeping cycle for high- and ultra-high-net-worth families and serve as a technical resource to teammates.

What you'll do

• Run full-cycle bookkeeping in QuickBooks Online across multiple entities per family


• Reconcile bank, credit card, and investment accounts and record journal entries


• Complete month-end and year-end close


• Prepare custom spending and financial reports


• Prepare tax records and work with outside CPAs


• Process bills and invoices with appropriate controls


• Mentor teammates and improve workflows

What you bring

• Bachelor's degree in accounting, finance, or a related field


• 4+ years in accounting or bookkeeping (6 preferred), including 4+ years of QuickBooks Online or similar


• Understanding of investment account structures in wealth management


• Strong Excel/Office skills; detail-oriented, organized, and service-minded


• Prefers owning projects over managing people


• QuickBooks Online certification preferred