Plumb Account Manager Job Description and Ad In Office - La Jolla, CA Company Overview At Plumb, we handle the financial "back office" work so our clients can stay focused on their lives, businesses, and families-with more clarity, less friction, and full control. We provide premier family accounting and bill pay services to ultra-high net worth (UHNW) families and family offices nationwide. Our 13 Principles are at the core of how we operate and how we treat our clients and each other: If that mindset resonates with you, keep reading. Role Summary (Essential Functions) The Plumb Account Manager is a senior operations leader and the primary point of contact for assigned clients and advisors. You'll make sure the day-to-day work is getting done, issues get resolved quickly, and the team is operating with consistency, accuracy, and a high bar for service. This role sits at the intersection of Family Office Accounting and Bill Pay. You don't have to do every task yourself-but you do need to understand the workflows well enough to spot problems early, remove bottlenecks, and keep the client experience smooth. What you'll be responsible for Own the client relationship for operational matters: be the calm, reliable point of contact when questions or issues come up. Keep workflows moving: approvals, reconciliations, reporting, payment timing, and exceptions-across both accounting and bill pay. Troubleshoot and resolve discrepancies (workflow, reporting, data, or process) before they become escalations. Lead and develop a team of 2-3 people: clear expectations, weekly priorities, follow-up, and accountability. Spot patterns and trends (quality, timing, recurring issues) and drive improvements that reduce rework and strengthen profitability. Partner with other leaders (Ops, Product/Engineering, Client Service) to improve the system-not just manage around it. AI, Automation, and Agents (Team of the Future) Plumb is building the next version of family office operations-where great people are amplified by automation. This role is expected to help lead that shift. Help implement and manage workflow automation and AI agents (e.g., document intake, invoice coding, exception detection, reconciliations, reporting prep). Learn how our tools work, test new automations in the real world, and provide clear feedback so we can improve them. Create and maintain simple playbooks: when the agent handles it, when a human reviews, and what "done" looks like. Coach the team on adopting new automated ways of working-without sacrificing accuracy, compliance, or client trust. This role requires Accountability and consistent follow-through (you close loops). Strong organization and an operational mindset (you build structure and keep it running). Clear, professional communication with clients and advisors (factual updates, not drama). Good judgment: you handle issues independently and escalate appropriately when needed. Tools you'll use (frequently) Plumb software platform QuickBooks Online Excel and standard office tools (Outlook, Word, PowerPoint) Automation tools and agent-enabled workflows (we'll train you, but you must be comfortable with technology) Experience and Skills (Recommended) 3-8 years in accounting operations, bill pay management, family office accounting, or a similar environment. 2-3 years supervising a team; experience managing more than one person is strongly preferred. Strong working knowledge of multi-client accounting environments (especially QuickBooks Online). Familiarity with reconciliations, approvals, compliance controls, and audit-ready workflows. Demonstrated success improving workflows and driving consistent results. Strong written and verbal communication; you can explain what happened, what's changing, and what comes next. Comfort with technology and change; you're willing to learn and adopt new tools as we automate more of the workflow. Next Steps Plumb is committed to going "Beyond the Numbers" for our clients. To do that, we need people who want to build something better-and who are comfortable evolving how work gets done as automation becomes part of the day-to-day. What we offer Competitive base salary Incentive plan Health, Dental, and Vision coverage Ongoing development, feedback, and growth opportunities (we promote from within whenever possible) Compensation and Additional Information Base salary range: $75,000 - $95,000 with a significant bonus opportunity. Plumb is an equal opportunity employer. This role is part of the senior management team. Apply through the job posting, or email the President () or Family Office Accounting Manager (Taylor Arellano () with a cover letter and resume. A thoughtful, detailed cover letter gets an interview-if you're a fit, we want to hear from you. Compensation details: 0 Yearly Salary PI538d4e6d54fc-4534
05/20/2026
Full time
Plumb Account Manager Job Description and Ad In Office - La Jolla, CA Company Overview At Plumb, we handle the financial "back office" work so our clients can stay focused on their lives, businesses, and families-with more clarity, less friction, and full control. We provide premier family accounting and bill pay services to ultra-high net worth (UHNW) families and family offices nationwide. Our 13 Principles are at the core of how we operate and how we treat our clients and each other: If that mindset resonates with you, keep reading. Role Summary (Essential Functions) The Plumb Account Manager is a senior operations leader and the primary point of contact for assigned clients and advisors. You'll make sure the day-to-day work is getting done, issues get resolved quickly, and the team is operating with consistency, accuracy, and a high bar for service. This role sits at the intersection of Family Office Accounting and Bill Pay. You don't have to do every task yourself-but you do need to understand the workflows well enough to spot problems early, remove bottlenecks, and keep the client experience smooth. What you'll be responsible for Own the client relationship for operational matters: be the calm, reliable point of contact when questions or issues come up. Keep workflows moving: approvals, reconciliations, reporting, payment timing, and exceptions-across both accounting and bill pay. Troubleshoot and resolve discrepancies (workflow, reporting, data, or process) before they become escalations. Lead and develop a team of 2-3 people: clear expectations, weekly priorities, follow-up, and accountability. Spot patterns and trends (quality, timing, recurring issues) and drive improvements that reduce rework and strengthen profitability. Partner with other leaders (Ops, Product/Engineering, Client Service) to improve the system-not just manage around it. AI, Automation, and Agents (Team of the Future) Plumb is building the next version of family office operations-where great people are amplified by automation. This role is expected to help lead that shift. Help implement and manage workflow automation and AI agents (e.g., document intake, invoice coding, exception detection, reconciliations, reporting prep). Learn how our tools work, test new automations in the real world, and provide clear feedback so we can improve them. Create and maintain simple playbooks: when the agent handles it, when a human reviews, and what "done" looks like. Coach the team on adopting new automated ways of working-without sacrificing accuracy, compliance, or client trust. This role requires Accountability and consistent follow-through (you close loops). Strong organization and an operational mindset (you build structure and keep it running). Clear, professional communication with clients and advisors (factual updates, not drama). Good judgment: you handle issues independently and escalate appropriately when needed. Tools you'll use (frequently) Plumb software platform QuickBooks Online Excel and standard office tools (Outlook, Word, PowerPoint) Automation tools and agent-enabled workflows (we'll train you, but you must be comfortable with technology) Experience and Skills (Recommended) 3-8 years in accounting operations, bill pay management, family office accounting, or a similar environment. 2-3 years supervising a team; experience managing more than one person is strongly preferred. Strong working knowledge of multi-client accounting environments (especially QuickBooks Online). Familiarity with reconciliations, approvals, compliance controls, and audit-ready workflows. Demonstrated success improving workflows and driving consistent results. Strong written and verbal communication; you can explain what happened, what's changing, and what comes next. Comfort with technology and change; you're willing to learn and adopt new tools as we automate more of the workflow. Next Steps Plumb is committed to going "Beyond the Numbers" for our clients. To do that, we need people who want to build something better-and who are comfortable evolving how work gets done as automation becomes part of the day-to-day. What we offer Competitive base salary Incentive plan Health, Dental, and Vision coverage Ongoing development, feedback, and growth opportunities (we promote from within whenever possible) Compensation and Additional Information Base salary range: $75,000 - $95,000 with a significant bonus opportunity. Plumb is an equal opportunity employer. This role is part of the senior management team. Apply through the job posting, or email the President () or Family Office Accounting Manager (Taylor Arellano () with a cover letter and resume. A thoughtful, detailed cover letter gets an interview-if you're a fit, we want to hear from you. Compensation details: 0 Yearly Salary PI538d4e6d54fc-4534
Location: La Jolla, CA 92037 Reports to: Account Manager Type: Full-time / In-office Role summary A Client Associate is a hands-on, detail-oriented teammate who helps keep our clients' financial operations running smoothly. You'll support bill pay and account maintenance, keep documents and data organized, and respond to client and advisor requests with clear, professional communication. This is a production role with real deadlines-accuracy matters-but it's also a service role. Clients should feel taken care of. We're also building the team of the future. That means this role is expected to be comfortable with technology and willing to learn and use automation and AI agents to reduce manual work, increase accuracy, and speed up turnaround times. What success looks like Clients and advisors get timely, clear responses-and feel supported. Payments, reconciliations, and supporting documentation are accurate and on time. Client records (vendors, notes, documents, approvals) are kept clean and current. You follow standardized workflows so the work is consistent and auditable. You help us automate: you use tools and agents, spot repeatable tasks, and suggest better ways to do the work. Core responsibilities Client service and communication Handle day-to-day requests from clients, advisors, and internal teammates via email and phone. Set clear expectations on timing, next steps, and what you need from others to move work forward. Escalate issues early when something looks unusual, urgent, or out of policy. Bill pay support (part of the job-not the whole job) Review invoices and supporting documents for completeness and payment eligibility. Enter and/or review bills for payment, following client-specific rules and approval workflows. Prioritize urgent items (wires, overnight checks, time-sensitive vendor payments) and communicate status. Maintain vendor records and ensure payment details are accurate (addresses, banking instructions, delivery method). Support 1099 tracking and year-end vendor organization as needed. Reconciliations and recordkeeping Assist with bank and credit card reconciliations and follow up on missing items or unclear transactions. Keep client documentation organized (invoices, approvals, confirmations, statements) in the correct folders. Maintain confidentiality and follow security procedures at all times. Quality, controls, and teamwork Follow documented workflows so work is consistent, reviewable, and scalable. Double-check your own work and participate in peer review when assigned. Track your workload and deadlines; communicate early if capacity is tight. Contribute to team goals and help others hit critical deadlines when needed. Automation and AI agents (team of the future) We're actively moving routine work from manual steps to automation. Client Associates are expected to work alongside AI agents and workflow tools-helping set them up, testing them, and using them day-to-day. Use and improve agent-driven workflows for tasks like invoice intake, document classification, data extraction, reconciliation support, and status updates. Help train and refine agents by providing clear examples, correcting edge cases, and documenting what "good" looks like. Identify repetitive work that should be automated and propose simple rules or workflows to remove manual steps. Comfortably learn new tools (workflow automation, ticketing, knowledge bases, AI copilots) and follow our change process. Skills and experience 1+ year experience in accounts payable, bookkeeping, or financial data entry (or equivalent operational role). Experience with bank and credit card reconciliations. Working knowledge of QuickBooks Online; experience is a plus. Strong attention to detail, organization, and follow-through-especially under deadlines. Comfortable communicating with clients and professionals (clear writing, professional tone). Technically comfortable: you can learn new software quickly and you're interested in automation/AI tools. Proficiency in Excel, Word, and Outlook (or Google equivalents). Working style we value Reliable: you do what you say you'll do, and you flag problems early. Practical and calm under pressure: you can juggle priorities without drama. Curious: you ask questions, learn fast, and look for better ways to work. Accountable: you own outcomes and care about doing things the right way. Compensation and equal opportunity Compensation Range: $28-$34 per hour, plus a monthly incentive plan. Plumb is an equal opportunity employer. Compensation details: 28-34 Yearly Salary PI041fdfe9381b-4447
05/20/2026
Full time
Location: La Jolla, CA 92037 Reports to: Account Manager Type: Full-time / In-office Role summary A Client Associate is a hands-on, detail-oriented teammate who helps keep our clients' financial operations running smoothly. You'll support bill pay and account maintenance, keep documents and data organized, and respond to client and advisor requests with clear, professional communication. This is a production role with real deadlines-accuracy matters-but it's also a service role. Clients should feel taken care of. We're also building the team of the future. That means this role is expected to be comfortable with technology and willing to learn and use automation and AI agents to reduce manual work, increase accuracy, and speed up turnaround times. What success looks like Clients and advisors get timely, clear responses-and feel supported. Payments, reconciliations, and supporting documentation are accurate and on time. Client records (vendors, notes, documents, approvals) are kept clean and current. You follow standardized workflows so the work is consistent and auditable. You help us automate: you use tools and agents, spot repeatable tasks, and suggest better ways to do the work. Core responsibilities Client service and communication Handle day-to-day requests from clients, advisors, and internal teammates via email and phone. Set clear expectations on timing, next steps, and what you need from others to move work forward. Escalate issues early when something looks unusual, urgent, or out of policy. Bill pay support (part of the job-not the whole job) Review invoices and supporting documents for completeness and payment eligibility. Enter and/or review bills for payment, following client-specific rules and approval workflows. Prioritize urgent items (wires, overnight checks, time-sensitive vendor payments) and communicate status. Maintain vendor records and ensure payment details are accurate (addresses, banking instructions, delivery method). Support 1099 tracking and year-end vendor organization as needed. Reconciliations and recordkeeping Assist with bank and credit card reconciliations and follow up on missing items or unclear transactions. Keep client documentation organized (invoices, approvals, confirmations, statements) in the correct folders. Maintain confidentiality and follow security procedures at all times. Quality, controls, and teamwork Follow documented workflows so work is consistent, reviewable, and scalable. Double-check your own work and participate in peer review when assigned. Track your workload and deadlines; communicate early if capacity is tight. Contribute to team goals and help others hit critical deadlines when needed. Automation and AI agents (team of the future) We're actively moving routine work from manual steps to automation. Client Associates are expected to work alongside AI agents and workflow tools-helping set them up, testing them, and using them day-to-day. Use and improve agent-driven workflows for tasks like invoice intake, document classification, data extraction, reconciliation support, and status updates. Help train and refine agents by providing clear examples, correcting edge cases, and documenting what "good" looks like. Identify repetitive work that should be automated and propose simple rules or workflows to remove manual steps. Comfortably learn new tools (workflow automation, ticketing, knowledge bases, AI copilots) and follow our change process. Skills and experience 1+ year experience in accounts payable, bookkeeping, or financial data entry (or equivalent operational role). Experience with bank and credit card reconciliations. Working knowledge of QuickBooks Online; experience is a plus. Strong attention to detail, organization, and follow-through-especially under deadlines. Comfortable communicating with clients and professionals (clear writing, professional tone). Technically comfortable: you can learn new software quickly and you're interested in automation/AI tools. Proficiency in Excel, Word, and Outlook (or Google equivalents). Working style we value Reliable: you do what you say you'll do, and you flag problems early. Practical and calm under pressure: you can juggle priorities without drama. Curious: you ask questions, learn fast, and look for better ways to work. Accountable: you own outcomes and care about doing things the right way. Compensation and equal opportunity Compensation Range: $28-$34 per hour, plus a monthly incentive plan. Plumb is an equal opportunity employer. Compensation details: 28-34 Yearly Salary PI041fdfe9381b-4447
Controller & Human Resources Manager Job Description Rev 5/2026 In Office - La Jolla, CA Company Overview At Plumb, we focus on the numbers so our clients can focus on growing their business- helping them save time and gain clarity while remaining in control. We provide premier family accounting and bill pay services to ultra-high net worth (UHNW) families and family offices nationwide. Our 13 Principles ( ) are at the core of who we are and continuously strive to be. Who we are (as individuals and members of the Plumb community) is consistently reflected in what we do . If you embrace a similar mindset, we encourage you to read on. Job Description - essential functions/core At Plumb, our Internal Controller and Human Resources Manager is a business-minded professional who thrives in a fast-paced working environment. In this role, the ideal candidate is a critical and empathetic thinker, remains calm under pressure, and thrives on providing guidance on internal policies, legal procedures, and company compliance. Specific examples of a typical day/week are as follows: Human Resources Management- Understand the internal policies and procedures in accordance with California and US employment policies and law. Prepare, review and interpret relevant HR reporting. Advise and coach management on resolving employee relation issues. Guiding Recruiter in identifying hiring needs, mentoring throughout the recruitment process from posting the role for hire to onboarding of new hires. Organizes, maintains, and audits personnel records to ensure accuracy and confidentiality. Internal Accounting Operations and Management - Understand the metrics of a successful, engaged team that works efficiently and effectively in providing our services internally to our team members and management. Review and analyze Plumb's internal financial reports, budgets, tax organizers, and special projects for accuracy with expediency. Ensure division financial objectives are met by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing variances. Team Development - Make sure your teams are engaged, trained, capable and providing the best customer service to your client base. Prioritize team workload, keeping utilization metrics consistent with set goals. Set SMART Goals for team members in alignment with individual needs to ensure professional growth and success within our Plumb community. Provide mentorship, technical training, and work with our Training & Development Manager to support the evolving needs of your team. Job Description - future/bigger picture Our Controller and HR Manager is an expert at balancing detailed projects and tight deadlines, while maintaining consistent communication internally. The Controller and HR Manager analyzes challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows: Business Mindset- Run your team like you would a business unit. Understand how to evaluate processes, how to shift gears, find solutions to challenges, and ensure profitability. Within the first 6 months, lead and manage at minimum 20+ client relationships at one time while overseeing 1 accounting manager and 3-5 client associates. Be highly utilized, billing at 50% or higher to clients. From Manager to Leader- Train, develop and coach your team of internal accountants, administrators, and recruiters. Assist in career mapping and personalized training plans to help motivate and foster your team's success. Process Improvement - Develop and implement policies and procedures that keep the team motivated, productive, and highly utilized. Both from the aspect of accounting, finance, and internal Plumb policies. Manage Expectations- Be able to customize the employee and management experience to meet their specific goals and needs. Ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing. Set clear objectives and manage expectations through proactive communication, thorough financial and process analysis, and problem solving. Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to staff and instill these principles into your team. Software Skills The following software systems are used frequently, and extensive experience is preferred: Sage Intacct ADP (WorkForce Now) ATS Software (CATS, WFN, etc.) MS Office Recruiting Platforms (LinkedIn, Indeed, ZipRecruiter, etc.) Versapay Payment Processing Skillsets and Recommended Requirements We are looking for a candidate who can handle the managerial aspects of getting the job done while streamlining processes to ensure profitability and the growth of your team going forward. Here are the primary skillsets and characteristics a successful candidate will possess: Bachelor's Degree in Accounting or Finance, or Human Resources preferred. 3+ years' experience as a controller, 2+ years' experience supervising a team. 3+ year's experience in human resources. 1+ year experience in recruiting. Strong knowledge of California HR guidelines. Organized, detail-oriented, and ability to be a task master if/when necessary. Very good communication skills (written and verbal) and presentation skills. Very strong ability to make sound judgement calls and advise management on employee relation related issues. 2+ years' experience interacting with executive teams or business owners is preferred. Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel. Next Steps Compensation Range and Additional Information: The base salary is $95,000 - $125,000, with an incentive on top of this. The position is onsite in our La Jolla office. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Details: This role will report to the President. Feel free to respond to whatever service you have found this ad on, or, if you prefer, contact the President directly ( ), and send a cover letter, your resume, and whatever else you think is best to show that you have researched our company, see how you can take on this role, and are a long term fit for this position. Plumb has a history of hiring on potential, so, if you think you are a fit and you may not have all the qualifications, reach out and let us know that you are the right person for the position, explain why, and see what happens. The rule is a (good / well thought out / detailed) cover letter gets an interview. Compensation details: 00 Yearly Salary PId2e0e4abd1f0-4522
05/20/2026
Full time
Controller & Human Resources Manager Job Description Rev 5/2026 In Office - La Jolla, CA Company Overview At Plumb, we focus on the numbers so our clients can focus on growing their business- helping them save time and gain clarity while remaining in control. We provide premier family accounting and bill pay services to ultra-high net worth (UHNW) families and family offices nationwide. Our 13 Principles ( ) are at the core of who we are and continuously strive to be. Who we are (as individuals and members of the Plumb community) is consistently reflected in what we do . If you embrace a similar mindset, we encourage you to read on. Job Description - essential functions/core At Plumb, our Internal Controller and Human Resources Manager is a business-minded professional who thrives in a fast-paced working environment. In this role, the ideal candidate is a critical and empathetic thinker, remains calm under pressure, and thrives on providing guidance on internal policies, legal procedures, and company compliance. Specific examples of a typical day/week are as follows: Human Resources Management- Understand the internal policies and procedures in accordance with California and US employment policies and law. Prepare, review and interpret relevant HR reporting. Advise and coach management on resolving employee relation issues. Guiding Recruiter in identifying hiring needs, mentoring throughout the recruitment process from posting the role for hire to onboarding of new hires. Organizes, maintains, and audits personnel records to ensure accuracy and confidentiality. Internal Accounting Operations and Management - Understand the metrics of a successful, engaged team that works efficiently and effectively in providing our services internally to our team members and management. Review and analyze Plumb's internal financial reports, budgets, tax organizers, and special projects for accuracy with expediency. Ensure division financial objectives are met by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing variances. Team Development - Make sure your teams are engaged, trained, capable and providing the best customer service to your client base. Prioritize team workload, keeping utilization metrics consistent with set goals. Set SMART Goals for team members in alignment with individual needs to ensure professional growth and success within our Plumb community. Provide mentorship, technical training, and work with our Training & Development Manager to support the evolving needs of your team. Job Description - future/bigger picture Our Controller and HR Manager is an expert at balancing detailed projects and tight deadlines, while maintaining consistent communication internally. The Controller and HR Manager analyzes challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows: Business Mindset- Run your team like you would a business unit. Understand how to evaluate processes, how to shift gears, find solutions to challenges, and ensure profitability. Within the first 6 months, lead and manage at minimum 20+ client relationships at one time while overseeing 1 accounting manager and 3-5 client associates. Be highly utilized, billing at 50% or higher to clients. From Manager to Leader- Train, develop and coach your team of internal accountants, administrators, and recruiters. Assist in career mapping and personalized training plans to help motivate and foster your team's success. Process Improvement - Develop and implement policies and procedures that keep the team motivated, productive, and highly utilized. Both from the aspect of accounting, finance, and internal Plumb policies. Manage Expectations- Be able to customize the employee and management experience to meet their specific goals and needs. Ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing. Set clear objectives and manage expectations through proactive communication, thorough financial and process analysis, and problem solving. Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to staff and instill these principles into your team. Software Skills The following software systems are used frequently, and extensive experience is preferred: Sage Intacct ADP (WorkForce Now) ATS Software (CATS, WFN, etc.) MS Office Recruiting Platforms (LinkedIn, Indeed, ZipRecruiter, etc.) Versapay Payment Processing Skillsets and Recommended Requirements We are looking for a candidate who can handle the managerial aspects of getting the job done while streamlining processes to ensure profitability and the growth of your team going forward. Here are the primary skillsets and characteristics a successful candidate will possess: Bachelor's Degree in Accounting or Finance, or Human Resources preferred. 3+ years' experience as a controller, 2+ years' experience supervising a team. 3+ year's experience in human resources. 1+ year experience in recruiting. Strong knowledge of California HR guidelines. Organized, detail-oriented, and ability to be a task master if/when necessary. Very good communication skills (written and verbal) and presentation skills. Very strong ability to make sound judgement calls and advise management on employee relation related issues. 2+ years' experience interacting with executive teams or business owners is preferred. Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel. Next Steps Compensation Range and Additional Information: The base salary is $95,000 - $125,000, with an incentive on top of this. The position is onsite in our La Jolla office. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Details: This role will report to the President. Feel free to respond to whatever service you have found this ad on, or, if you prefer, contact the President directly ( ), and send a cover letter, your resume, and whatever else you think is best to show that you have researched our company, see how you can take on this role, and are a long term fit for this position. Plumb has a history of hiring on potential, so, if you think you are a fit and you may not have all the qualifications, reach out and let us know that you are the right person for the position, explain why, and see what happens. The rule is a (good / well thought out / detailed) cover letter gets an interview. Compensation details: 00 Yearly Salary PId2e0e4abd1f0-4522