FAMILY OFFICE ACCOUNTING & REPORTING LEAD

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 Reporting

• Review 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 Control

• Lead, 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 Improvement

• Identify 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 Have

• Five 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 Required

• Experience 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

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: View email address on apply.j-vers.com or View email address on apply.j-vers.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.

Compensation details: 95000-110000 Yearly Salary

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