Company
This vertically integrated family office develops and operates 5M square feet of residential and retail/commercial properties. With a national focus of urban, knowledge-based economies on the East Coast, they have $1B in transactions. Through its commitment to long-term investment strategies, deep in-house experience, and strong relationships, the firm has delivered a long track record of attractive risk-adjusted returns.
Position
Our client is seeking a highly trusted, detail-oriented an accounting professional to serve as an Accountant (Family Office Operations) for a private family office based in Pittsburgh. The role supports the financial operations by performing day-to-day accounting functions, including bill processing, payroll and benefits administration, bank reconciliations, vendor set-up, and monthly expense summaries. This position ensures accurate and timely financial reporting, assists with monthly and year-end close processes, and works closely with ownership to maintain the financial integrity of the company’s family portfolio. The ideal fit is someone who values precision, discretion, and long-term stability, and who enjoys meaningful, varied work in a high-trust environment.
Responsibilities
Accounting & Bill Processing
- Manage the timely and accurate processing of personal and household bills for principals.
- Review invoices and statements for accuracy, completeness, and appropriate supporting documentation
- Administer payroll and benefits for household employees, including coordination of payroll tax reporting via ADP.
- Record, classify, and code expenses within accounting systems with a high degree of accuracy.
- Execute payments across multiple methods (ACH, wire transfers, checks, and online bill pay).
- Monitor recurring expenses and proactively ensure all obligations are paid in a timely manner without omission.
Reconciliation & Recordkeeping
- Perform and support bank and credit card reconciliations related to bill payment activity.
- Maintain well-organized, audit-ready records of invoices, approvals, and payments.
- Prepare monthly expense summaries and basic reporting for principals and advisors.
- Respond to routine accounting and billing inquiries in a timely and professional manner.
Administrative Support
- Coordinate vendor onboarding and maintain accurate, up-to-date vendor records.
- Manage reimbursements and oversee ongoing expense tracking.
- Provide administrative support related to financial operations and day to day activities.
- Liaise with external accountants, tax advisors, and other professionals to ensure accurate and timely information flow.
Process & Controls
- Adhere to established procedures, approval protocols, and internal controls.
- Maintain the highest level of discretion and confidentiality across all personal and financial matters.
- Identify, investigate, and escalate discrepancies, unusual transactions, or missing information.
- Proactively ensure systems, records, and documentation are consistently organized and current.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field preferred.
- 3–7+ years of experience in bookkeeping, payroll, and accounts payable, ideally supporting high-net-worth individuals, family offices, or private clients.
- Experience working in a high-trust environment (e.g., private household, family office, executive support, or professional services)
- Solid understanding of accounting fundamentals, including expense categorization and cash-flow tracking.
- Proficiency with accounting and bill-pay platforms (e.g., QuickBooks, Bill.com, or similar systems).
- Experience administering payroll and benefits for household or small-office employees, including coordination with payroll providers (e.g., ADP).
- Exceptional attention to detail with strong organizational and follow-through skills.
- High level of discretion, integrity, and professionalism when handling sensitive personal and financial information.
- Ability to work independently, prioritize effectively, and manage multiple responsibilities with minimal oversight