Sr Bookkeeper (Pittsburgh)

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.