Plumb Bill Pay
La Jolla, California
Hands-On Team Leadership Client Accounting Financial Reporting Full-Time On-Site La Jolla, California ROLE LEVEL Working team lead FOCUS Accounting, reporting & people COMPENSATION $95,000-$115,000 base salary plus performance-based bonus About Plumb Plumb provides family office accounting, bill pay, and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records, understand their financial activity, and stay organized across multiple accounts, entities, and advisors. Our company combines professional services with proprietary financial technology. We are building a more scalable, technology-enabled model for family office accounting while preserving the judgment, controls, confidentiality, and personal attention our clients require. The Opportunity We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting, review, problem-solving, training, and financial reporting. This is a working-leader position, not a role for someone who wants to manage exclusively through meetings and delegation. The right candidate may currently be a senior accountant, accounting supervisor, client accounting services lead, family office accountant, assistant controller, or experienced bookkeeper/accountant who is ready to assume greater ownership of a team. This person will also serve as the operational champion for accounting technology and AI-assisted workflows, helping the department adopt practical tools that improve quality, capacity, consistency, and responsiveness without weakening human review or accounting controls. What This Role Looks Like Approximate Focus What It Means 50%-60% Accounting review, financial reporting review, reconciliations, and hands-on client accounting work 20%-25% Team leadership, coaching, workload management, training, and quality control 15%-20% Process improvement, technology adoption, workflow optimization, and AI-assisted accounting initiatives About 10% Client, advisor, and cross-functional coordination You will review work, correct accounting issues, help complete difficult reconciliations and reports, and step into client work when necessary. You will not simply assign work and monitor deadlines. Primary Responsibilities Client Accounting and ReportingReview bank, credit card, brokerage, and general ledger reconciliations.Review monthly financial statements, schedules, and customized family reporting.Resolve unusual transactions, accounting discrepancies, missing information, and complex reporting issues.Maintain reporting accuracy and ensure client deliverables are completed on schedule.Support the accounting and reporting needs of complex households, trusts, partnerships, LLCs, and other family entities.Participate directly in client work during onboarding, peak periods, staff absences, or complex assignments. Team Leadership and Quality ControlLead, coach, and develop a team of accounting professionals located on-site and/or offshore.Assign work based on capacity, complexity, deadlines, and employee capabilities.Establish clear expectations, monitor commitments, and follow up consistently.Review work and provide direct, practical, and timely feedback.Help onboard, train, and develop new employees using defined milestones and competency standards.Identify performance, capacity, client, and quality concerns early and escalate them before they become larger problems.Build a culture of ownership, accuracy, responsiveness, and continuous improvement. AI, Automation, and Process ImprovementIdentify repetitive accounting, reconciliation, review, and reporting tasks that may benefit from AI, workflow automation, or standardization.Partner with Plumb's product, engineering, and operational leaders to translate accounting needs into practical technology improvements.Test and validate AI-assisted workflows before broader implementation.Train team members to use approved AI and automation tools effectively, consistently, and securely.Establish appropriate human-review, documentation, and quality-control procedures for AI-assisted work.Measure whether new tools improve turnaround time, capacity, quality, and client service.Provide structured feedback to the product team regarding accounting workflows, defects, usability issues, and improvement opportunities.Help the department transition from manual, person-dependent processes to more standardized and technology-enabled workflows. What We Are Looking For Strong Candidates Will Typically HaveFive or more years of accounting, bookkeeping, client accounting services, family office, wealth management operations, or outsourced accounting experience.At least one to three years reviewing the work of others or serving as a senior accountant, supervisor, or team lead.Strong working knowledge of account reconciliations, general ledger accounting, month-end close, and financial reporting.Experience managing multiple clients, entities, deadlines, and competing priorities.The ability to identify errors, explain corrections clearly, and hold others accountable for follow-through.Comfort working directly in accounting systems and reviewing transaction-level detail.Strong organizational skills, judgment, communication, and attention to detail.Demonstrated interest in using AI, automation, and financial technology to improve accounting work.The ability to train employees with varying levels of accounting experience and technical confidence. Helpful, but Not RequiredExperience serving high-net-worth individuals, trusts, partnerships, family entities, or family offices.Experience in client accounting services, outsourced accounting, business management, or wealth management.Experience with QuickBooks Online, Sage Intacct, investment reporting systems, account aggregation tools, or workflow software.Experience implementing accounting software, automation, standardized templates, or process improvements.CPA, CMA, accounting degree, or equivalent practical accounting experience. You do not need to be an AI engineer or software developer. You do need to be curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls. Who This Role Is and Is Not For This role is well suited for a strong senior accountant, accounting supervisor, client accounting lead, or assistant controller who wants broader responsibility, meaningful influence, and an opportunity to develop as a people leader. It may not be the right fit for someone seeking a director-level position focused primarily on strategy, budgeting, or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems. Why Join Plumb Work with sophisticated client situations involving multiple entities, accounts, and advisors.Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy.Partner directly with an internal product and software team.Influence how AI and automation are incorporated into real accounting workflows.Develop both accounting leadership and people-management capabilities.Join a company entering an important stage of growth and operational development.Work in a role with visibility, accountability, and a potential path to broader leadership. Position Details Title Family Office Accounting & Reporting Lead Employment Full-time Location Primarily on-site in La Jolla, California, with limited flexibility after the person is fully established in the role Reporting Relationship Reports to the designated operations executive and works closely with company leadership, client service, product, and engineering Compensation $95,000-$115,000 base salary, depending on accounting depth and leadership experience, plus a performance-based bonus Role Level Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director Work Model Full-time, primarily on-site How to Apply Please submit your resume and a brief note explaining why this role is relevant to your experience, why Plumb interests you, and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability, judgment, initiative, follow-through, and leadership potential. Applicants may apply through the service where this posting appears or contact: or Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability . click apply for full job details
Hands-On Team Leadership Client Accounting Financial Reporting Full-Time On-Site La Jolla, California ROLE LEVEL Working team lead FOCUS Accounting, reporting & people COMPENSATION $95,000-$115,000 base salary plus performance-based bonus About Plumb Plumb provides family office accounting, bill pay, and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records, understand their financial activity, and stay organized across multiple accounts, entities, and advisors. Our company combines professional services with proprietary financial technology. We are building a more scalable, technology-enabled model for family office accounting while preserving the judgment, controls, confidentiality, and personal attention our clients require. The Opportunity We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting, review, problem-solving, training, and financial reporting. This is a working-leader position, not a role for someone who wants to manage exclusively through meetings and delegation. The right candidate may currently be a senior accountant, accounting supervisor, client accounting services lead, family office accountant, assistant controller, or experienced bookkeeper/accountant who is ready to assume greater ownership of a team. This person will also serve as the operational champion for accounting technology and AI-assisted workflows, helping the department adopt practical tools that improve quality, capacity, consistency, and responsiveness without weakening human review or accounting controls. What This Role Looks Like Approximate Focus What It Means 50%-60% Accounting review, financial reporting review, reconciliations, and hands-on client accounting work 20%-25% Team leadership, coaching, workload management, training, and quality control 15%-20% Process improvement, technology adoption, workflow optimization, and AI-assisted accounting initiatives About 10% Client, advisor, and cross-functional coordination You will review work, correct accounting issues, help complete difficult reconciliations and reports, and step into client work when necessary. You will not simply assign work and monitor deadlines. Primary Responsibilities Client Accounting and ReportingReview bank, credit card, brokerage, and general ledger reconciliations.Review monthly financial statements, schedules, and customized family reporting.Resolve unusual transactions, accounting discrepancies, missing information, and complex reporting issues.Maintain reporting accuracy and ensure client deliverables are completed on schedule.Support the accounting and reporting needs of complex households, trusts, partnerships, LLCs, and other family entities.Participate directly in client work during onboarding, peak periods, staff absences, or complex assignments. Team Leadership and Quality ControlLead, coach, and develop a team of accounting professionals located on-site and/or offshore.Assign work based on capacity, complexity, deadlines, and employee capabilities.Establish clear expectations, monitor commitments, and follow up consistently.Review work and provide direct, practical, and timely feedback.Help onboard, train, and develop new employees using defined milestones and competency standards.Identify performance, capacity, client, and quality concerns early and escalate them before they become larger problems.Build a culture of ownership, accuracy, responsiveness, and continuous improvement. AI, Automation, and Process ImprovementIdentify repetitive accounting, reconciliation, review, and reporting tasks that may benefit from AI, workflow automation, or standardization.Partner with Plumb's product, engineering, and operational leaders to translate accounting needs into practical technology improvements.Test and validate AI-assisted workflows before broader implementation.Train team members to use approved AI and automation tools effectively, consistently, and securely.Establish appropriate human-review, documentation, and quality-control procedures for AI-assisted work.Measure whether new tools improve turnaround time, capacity, quality, and client service.Provide structured feedback to the product team regarding accounting workflows, defects, usability issues, and improvement opportunities.Help the department transition from manual, person-dependent processes to more standardized and technology-enabled workflows. What We Are Looking For Strong Candidates Will Typically HaveFive or more years of accounting, bookkeeping, client accounting services, family office, wealth management operations, or outsourced accounting experience.At least one to three years reviewing the work of others or serving as a senior accountant, supervisor, or team lead.Strong working knowledge of account reconciliations, general ledger accounting, month-end close, and financial reporting.Experience managing multiple clients, entities, deadlines, and competing priorities.The ability to identify errors, explain corrections clearly, and hold others accountable for follow-through.Comfort working directly in accounting systems and reviewing transaction-level detail.Strong organizational skills, judgment, communication, and attention to detail.Demonstrated interest in using AI, automation, and financial technology to improve accounting work.The ability to train employees with varying levels of accounting experience and technical confidence. Helpful, but Not RequiredExperience serving high-net-worth individuals, trusts, partnerships, family entities, or family offices.Experience in client accounting services, outsourced accounting, business management, or wealth management.Experience with QuickBooks Online, Sage Intacct, investment reporting systems, account aggregation tools, or workflow software.Experience implementing accounting software, automation, standardized templates, or process improvements.CPA, CMA, accounting degree, or equivalent practical accounting experience. You do not need to be an AI engineer or software developer. You do need to be curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls. Who This Role Is and Is Not For This role is well suited for a strong senior accountant, accounting supervisor, client accounting lead, or assistant controller who wants broader responsibility, meaningful influence, and an opportunity to develop as a people leader. It may not be the right fit for someone seeking a director-level position focused primarily on strategy, budgeting, or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems. Why Join Plumb Work with sophisticated client situations involving multiple entities, accounts, and advisors.Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy.Partner directly with an internal product and software team.Influence how AI and automation are incorporated into real accounting workflows.Develop both accounting leadership and people-management capabilities.Join a company entering an important stage of growth and operational development.Work in a role with visibility, accountability, and a potential path to broader leadership. Position Details Title Family Office Accounting & Reporting Lead Employment Full-time Location Primarily on-site in La Jolla, California, with limited flexibility after the person is fully established in the role Reporting Relationship Reports to the designated operations executive and works closely with company leadership, client service, product, and engineering Compensation $95,000-$115,000 base salary, depending on accounting depth and leadership experience, plus a performance-based bonus Role Level Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director Work Model Full-time, primarily on-site How to Apply Please submit your resume and a brief note explaining why this role is relevant to your experience, why Plumb interests you, and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability, judgment, initiative, follow-through, and leadership potential. Applicants may apply through the service where this posting appears or contact: or Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability . click apply for full job details
Plumb Bill Pay
La Jolla, California
Job Opportunity: Administrative Assistant (On-Site - La Jolla) Location: La Jolla, San Diego, CA (Strictly In-Office) Job Type: Full-Time, Permanent Schedule: Monday - Friday, 8:00 AM to 5:00 PM PST Compensation: $26 to $28 hourly rate based on experience Company Overview At Plumb, we help ultra-high-net-worth families, family offices, and their advisors simplify the financial side of life. Since 1996, we've built a reputation for exceptional service while embracing technology, AI, automation, and continuous improvement to create a more efficient organization. We're looking for someone who takes pride in creating order, enjoys solving problems before they become problems, and wants to play an important role in keeping a growing company running smoothly. Position Summary This is far more than a traditional administrative assistant position. You will serve as the operational hub of our La Jolla headquarters, supporting executives, coordinating office operations, managing sensitive documents, and helping improve internal processes. The ideal candidate is proactive, exceptionally organized, trustworthy, and continually looking for ways to make the office run better. Primary Responsibilities Serve as the first point of contact for employees, visitors, vendors, and guests.Maintain a professional, organized, and client-ready office environment.Coordinate office supplies, equipment, and vendor relationships. Executive & Administrative Support Manage calendars, schedule meetings, coordinate travel, and prepare meeting materials.Assist leadership with administrative projects and follow-up on action items.Support company events and internal meetings. Document & Operations Management Process incoming and outgoing mail, checks, deposits, and confidential documents with accuracy and urgency.Maintain tracking logs, scanning workflows, filing systems, and operating procedures.Continuously improve administrative processes and documentation. Technology & AI Use Microsoft 365 tools including Outlook, Teams, Word, Excel, and PowerPoint.Leverage approved AI tools to improve productivity, documentation, scheduling, and workflow efficiency.Identify opportunities to automate repetitive administrative tasks. Success in This Role The office operates smoothly every day.Executives receive dependable administrative support.Sensitive documents are handled securely and accurately.Administrative processes become increasingly organized and efficient. Qualifications 3+ years of administrative experience in a professional office.Excellent organizational, communication, and time-management skills.Strong Microsoft 365 proficiency.High level of professionalism, discretion, and attention to detail. Preferred Qualifications Experience supporting executives or leadership teams.Experience improving workflows or documentation.Comfort learning new technologies and AI productivity tools. Why Join Plumb? Join a growing, technology-forward company embracing AI and automation.Work closely with leadership and have meaningful impact every day.Opportunities to grow into office management, operations, or executive support leadership. Compensation details: 26-28 Hourly Wage PI4023fb5a20f1-3574
Job Opportunity: Administrative Assistant (On-Site - La Jolla) Location: La Jolla, San Diego, CA (Strictly In-Office) Job Type: Full-Time, Permanent Schedule: Monday - Friday, 8:00 AM to 5:00 PM PST Compensation: $26 to $28 hourly rate based on experience Company Overview At Plumb, we help ultra-high-net-worth families, family offices, and their advisors simplify the financial side of life. Since 1996, we've built a reputation for exceptional service while embracing technology, AI, automation, and continuous improvement to create a more efficient organization. We're looking for someone who takes pride in creating order, enjoys solving problems before they become problems, and wants to play an important role in keeping a growing company running smoothly. Position Summary This is far more than a traditional administrative assistant position. You will serve as the operational hub of our La Jolla headquarters, supporting executives, coordinating office operations, managing sensitive documents, and helping improve internal processes. The ideal candidate is proactive, exceptionally organized, trustworthy, and continually looking for ways to make the office run better. Primary Responsibilities Serve as the first point of contact for employees, visitors, vendors, and guests.Maintain a professional, organized, and client-ready office environment.Coordinate office supplies, equipment, and vendor relationships. Executive & Administrative Support Manage calendars, schedule meetings, coordinate travel, and prepare meeting materials.Assist leadership with administrative projects and follow-up on action items.Support company events and internal meetings. Document & Operations Management Process incoming and outgoing mail, checks, deposits, and confidential documents with accuracy and urgency.Maintain tracking logs, scanning workflows, filing systems, and operating procedures.Continuously improve administrative processes and documentation. Technology & AI Use Microsoft 365 tools including Outlook, Teams, Word, Excel, and PowerPoint.Leverage approved AI tools to improve productivity, documentation, scheduling, and workflow efficiency.Identify opportunities to automate repetitive administrative tasks. Success in This Role The office operates smoothly every day.Executives receive dependable administrative support.Sensitive documents are handled securely and accurately.Administrative processes become increasingly organized and efficient. Qualifications 3+ years of administrative experience in a professional office.Excellent organizational, communication, and time-management skills.Strong Microsoft 365 proficiency.High level of professionalism, discretion, and attention to detail. Preferred Qualifications Experience supporting executives or leadership teams.Experience improving workflows or documentation.Comfort learning new technologies and AI productivity tools. Why Join Plumb? Join a growing, technology-forward company embracing AI and automation.Work closely with leadership and have meaningful impact every day.Opportunities to grow into office management, operations, or executive support leadership. Compensation details: 26-28 Hourly Wage PI4023fb5a20f1-3574