Client Accounting Supervisor

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

Location: La Jolla, San Diego, CA — Strictly In-Office
Job Type: Full-Time, 100% Onsite
Base Salary:$65,000–$85,000 + bonus potential
Schedule: Monday–Friday, 8:00 AM–5:00 PM PST

Plumb provides specialized bill pay, accounting, reporting, and financial administration services to high-net-worth and ultra-high-net-worth individuals and families. Our work goes far beyond traditional bill pay. Our clients often have complex financial lives involving multiple accounts, properties, entities, trusts, investments, and ongoing financial obligations.

We work alongside wealth advisors, bankers, CPAs, attorneys, and other trusted professionals to help ensure the financial details behind our clients’ lives are handled accurately, securely, and with exceptional care.

At Plumb, employees have the opportunity to build experience in the private-wealth and family-office environment while combining financial expertise, technology, strong controls, and high-touch client service. We’re looking for people who take ownership of their work, value accuracy and discretion, communicate well, and want to grow their expertise in a specialized area of financial services.

Plumb is looking for an experienced Client Accounting Supervisor to lead an onsite team responsible for the day-to-day financial administration of sophisticated private clients and families.

Think of this as running the accounting function behind a portfolio of complex private financial lives. Our clients may have multiple bank and credit card accounts, investment accounts, entities, properties, recurring expenses, vendors, household obligations, and financial reporting needs.

Your job is to make sure that work runs exceptionally well. You’ll lead the people performing the work, maintain visibility into what’s happening across client accounts, review accounting and reconciliation activity, oversee payment workflows, resolve problems, and make sure the team delivers accurate and responsive service.

This is a hands-on accounting leadership position
. We’re looking for someone who likes understanding what is happening behind the numbers not simply reviewing work after the fact.

Lead the Team Behind the Work
Establish daily and weekly priorities, balance workloads, review work for accuracy and completeness, coach associates on accounting fundamentals and problem-solving, conduct performance conversations, train and onboard employees, and address quality or performance issues early.

Oversee Bill Pay & Cash Disbursements
Lead associates responsible for invoices and client expenses, checks, ACH and wires, approvals, deadlines, transaction documentation, and security controls. Identify unusual or duplicate payments and ensure complete transaction histories.

Manage Private Client Accounting
Supervise bank, credit card, brokerage, and investment reconciliations; transaction review; financial recordkeeping; month-end support; discrepancy resolution; financial-reporting support; and accounting activity across multiple accounts and entities.

Protect the Client Experience
Make sure questions involving payments, accounts, statements, documentation, and financial activity receive accurate and timely responses. Investigate issues, intervene when work falls behind, and address recurring problems at their source.

Build Better Financial Operations
Monitor productivity, turnaround times, reconciliation status, errors, outstanding items, and client requests. Look for opportunities to improve workflows, technology, controls, training, procedures, and staffing.

Work is current. Reconciliations are accurate. Payments are processed securely and on time. Outstanding items are…