Family Office Accounting & Reporting Lead

Position: 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.

Establi…