FAMILY OFFICE ACCOUNTING & REPORTING LEAD

Tag Management Inc•San Diego, CA

5d•$95,000 - $110,000•Onsite

About The Position

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. 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.

Requirements

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.

Nice To Haves

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.
Curious, adaptable, comfortable in experimenting with approved technology, and capable of helping an accounting team change how it works.

Responsibilities

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.
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.
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.