Senior Bookkeeper/Accountant (26Q4-064)

Priano Solutions • Bridgeville, PA

7d

About The Position

A leading independent wealth management firm is hiring a senior bookkeeper to serve as the lead financial operations resource for its family office services team. The role manages the full bookkeeping cycle for high- and ultra-high-net-worth families across multiple entities and provides technical support to teammates.

Requirements

• Bachelor's degree in accounting, finance, or a related field.
• At least 4 years of accounting or bookkeeping experience; 6 years preferred.
• At least 4 years of experience 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.

Nice To Haves

• QuickBooks Online certification preferred.
• Six years of accounting or bookkeeping experience preferred.

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Senior