Onsite Accounting & Bill Supervisor

Salary Range: $65,000.00 To $85,000.00 Annually

Plumb is seeking an experienced, hands‑on Accounting & Bill Pay Supervisor to lead our onsite team of Accounting and Bill Pay Associates.

This role is responsible for the day-to-day management, productivity, accuracy, and development of associates who support high-net-worth families and family offices with bill payment, disbursements, account reconciliation, financial recordkeeping, and client service.

The ideal candidate is a strong operational manager who understands accounting fundamentals, enjoys managing people and workflows, and is comfortable working in an environment where accuracy, responsiveness, confidentiality, and follow-through are critical
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This is not simply a review position. The Supervisor is expected to actively manage the work: knowing what is outstanding, ensuring deadlines are met, identifying problems before they become client issues, coaching associates, and stepping in when necessary.

• Directly supervise Accounting and Bill Pay Associates working onsite in our La Jolla office.
• Establish daily and weekly priorities and ensure work is appropriately assigned and completed.
• Monitor associate workloads, productivity, accuracy, responsiveness, and follow-through.
• Conduct regular one‑on‑one meetings, coaching sessions, and performance discussions.
• Train and develop associates on Plumb procedures, accounting fundamentals, client service, and quality standards.
• Identify performance issues quickly and establish clear corrective action and follow‑up.
• Help onboard and train new team members as the onsite organization grows.
• Create a culture of accountability, teamwork, urgency, professionalism, and continuous improvement.

Oversee associates responsible for:

• Processing client bills and invoices.
• Preparing payments and disbursements through check, ACH, wire, and other approved payment methods.
• Reviewing payment documentation and ensuring appropriate approvals are obtained.
• Monitoring outstanding bills and upcoming payment deadlines.
• Identifying duplicate, unusual, incomplete, or potentially incorrect payments.
• Following established security and authorization procedures.
• Escalating unusual transactions or potential fraud/security concerns.
• Maintaining accurate documentation and audit trails for client transactions.

Supervise and review work related to:

• Obtaining monthly bank, brokerage, and credit card statements.
• Reconciling credit card accounts.
• Reconciling brokerage and investment accounts.
• Identifying missing transactions, unreconciled items, discrepancies, and unusual activity.
• Following up on missing statements and documentation.
• Maintaining accurate and organized client financial records.
• Supporting month‑end accounting and financial reporting processes.
• Coordinating with senior accounting personnel when issues require additional accounting analysis.

The Supervisor should be able to distinguish between a routine processing issue and an accounting issue that requires escalation or additional investigation.

• Ensure associates provide timely, professional, and accurate responses to clients.
• Help resolve routine client questions involving bills, payments, account activity, statements, and documentation.
• Monitor outstanding client requests and ensure they are followed through to completion.
• Step into client communications when an issue requires supervisory involvement.
• Identify recurring client frustrations or service issues and work with management to address their root causes.
• Maintain the discretion and professionalism expected when working with high-net-worth individuals, families, advisors, and family offices.

• Monitor queues, outstanding tasks, aging items, and deadlines.
• Establish appropriate quality‑control and review procedures.
• Identify bottlenecks and recurring…