Client Accounting Supervisor
About The Position
Plumb is seeking an experienced Client Accounting Supervisor to lead an onsite team responsible for the day-to-day financial administration of sophisticated private clients and families. This role involves overseeing the accounting function for a portfolio of complex private financial lives, ensuring accuracy, security, and responsiveness in services such as bill pay, reconciliation, and financial reporting. The position is hands-on, requiring a leader who understands the details behind the numbers and can effectively manage a team to deliver exceptional client service in a private-wealth and family-office environment.
Requirements
- Approximately 4+ years of experience in accounting operations, client accounting, bookkeeping, accounts payable, financial operations, or related work.
- Previous employee supervision or management experience.
- Strong bank and credit-card reconciliation knowledge.
- Solid accounting fundamentals.
- Experience reviewing transactions and identifying discrepancies.
- Strong attention to detail and organizational skills.
- Ability to manage competing priorities and deadlines.
- Confidence coaching employees and holding people accountable.
- Strong communication and professional judgment.
- Comfort working with confidential financial information.
- Strong technology skills.
- Ability to work full-time onsite in La Jolla.
Nice To Haves
- Bachelor's degree in Accounting, Finance, Business, or a related field.
- Experience supervising accounting associates, bookkeepers, AP specialists, or similar personnel.
- Experience with QuickBooks or comparable accounting platforms.
- Experience working with high-net-worth individuals, family offices, wealth management firms, professional services firms, or other demanding client-service environments.
- Experience improving workflows, documenting procedures, and building operating processes.
- Experience managing teams in a high-volume transaction-processing environment.
Responsibilities
- Establish daily and weekly priorities, balance workloads, and 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.
- Oversee associates responsible for invoices, client expenses, checks, ACH and wires, approvals, deadlines, transaction documentation, and security controls.
- Identify unusual or duplicate payments and ensure complete transaction histories.
- Supervise bank, credit card, brokerage, and investment reconciliations.
- Oversee transaction review, financial recordkeeping, month-end support, discrepancy resolution, and financial-reporting support.
- Ensure 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.
- Monitor productivity, turnaround times, reconciliation status, errors, outstanding items, and client requests.
- Identify opportunities to improve workflows, technology, controls, training, procedures, and staffing.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
