Internal Controller

Job Description Controller & Human Resources Manager 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. We consistently reflect who we are and what we do through our actions. Responsibilities At Plumb, our Internal Controller and Human Resources Manager is a business‑minded professional who thrives in a fast‑paced working environment. 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. Typical activities include: Human Resources Management – Understand 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; guide recruiters in identifying hiring needs, mentoring throughout the recruitment process from posting the role for hire to onboarding of new hires; organize, maintain, and audit 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. 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 – Ensure teams are engaged, trained, capable, and providing the best customer service to our clients. Prioritize team workload, keeping utilization metrics consistent with set goals. Set SMART goals for team members aligned with individual needs to ensure professional growth; provide mentorship, technical training, and work with the Training & Development Manager to support evolving needs. Future / Bigger Picture Business Mindset – Run the team like a business unit. Understand how to evaluate processes, shift gears, find solutions, and ensure profitability. Within the first 6 months, lead and manage at least 20+ client relationships while overseeing one 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 the team of internal accountants, administrators, and recruiters. Assist in career mapping and personalized training plans to motivate and foster team success. Process Improvement – Develop and implement policies and procedures that keep the team motivated, productive, and highly utilized from the perspective of accounting, finance, and internal Plumb policies. Manage Expectations – Customize the employee and management experience to meet 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 that add value to the Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action for staff and instill these principles into the team. Software Skills 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 Bachelor’s Degree in Accounting or Finance, or Human Resources preferred. 3+ years’ experience as a controller, 2+ years supervising a team. 3+ years’ experience in human resources. 1+ year experience in recruiting. Strong knowledge of California HR guidelines. Organized, detail‑oriented, and able to be a task master when necessary. Very good communication skills (written and verbal) and presentation skills. 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 preferred. Intermediate to advanced computer skills with databases, Word, Outlook, PowerPoint, and Excel. Compensation and Benefits Base salary $95,000 – $125,000, with incentive on top. Position is onsite in the 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. #J-18808-Ljbffr Plumb