Hands-On Team Leadership | Client Accounting | Financial Reporting

Full-Time | On-Site | La Jolla, California

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.

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.

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.

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.

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.

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: rob@thinkplumb.com or anneke@thinkplumb.com

Equal Opportunity Employer. Plumb considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other status protected by applicable law.