Senior Bookkeeper/Accountant
Location: Pittsburgh (South Hills)
The role
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
- Manage full-cycle bookkeeping in QuickBooks Online across multiple entities per family.
- Reconcile bank, credit card, and investment accounts. Record journal entries for complex transactions.
- Handle month-end and year-end close.
- Build custom spending and financial reports for families, CPAs, and advisors.
- Prepare records for tax filings and work directly with outside CPAs.
- Process bills and invoices with controls against overpayment and unauthorized
- payments.
- Mentor teammates on escalated or complex issues and improve workflows and systems.
What you bring
- Bachelor’s degree in accounting, finance, or a related field.
- 4+ years in accounting or bookkeeping (6 preferred), including 4+ years with QuickBooks
- Online or similar software.
- Understanding of investment account structures in wealth management.
- Strong Excel and Office skills. Detail-oriented, organized, and service-minded.
- You prefer owning projects over managing people.
Preferred: QuickBooks Online certification.
Sr Bookkeeper in Pittsburgh at Priano Solutions
- Typical pay
- $45,760–$65,000
For context, most bookkeepers earn between $45,760–$65,000 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as full time and onsite. It was posted 4 days ago.