Client Accounting Supervisor

Plumb; San Diego (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

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

You will manage bank and investment reconciliations, oversee bill pay and cash disbursements, and ensure accurate financial reporting while maintaining client confidentiality and service excellence.

Qualifications

• 4+ years in accounting operations, client accounting, bookkeeping, or related work.
• Supervising accounting associates or teams.
• Strong bank and credit-card reconciliation knowledge.
• Experience reviewing transactions and identifying discrepancies.
• Discretion, confidentiality, and professional judgment.

Responsibilities

• Lead the onsite accounting team, establish priorities and coach associates.
• Oversee bill pay, cash disbursements, and payment workflows.
• Manage private client accounting across multiple accounts and entities.
• Ensure timely, accurate financial reporting, reconciliations, and issue resolution.
• Maintain excellent client experience with responsive communication and service.

Skills

Accounting operations

Client accounting

Supervision

Bank reconciliation

Attention to detail

Communication

Education

Bachelor's degree in Accounting/Finance/Business

Tools

QuickBooks

Job description

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

About Plumb

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.

The Opportunity

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.

What You’ll Do

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.

What Success Looks Like

Work is current. Reconciliations are accurate. Payments are processed securely and on time. Outstanding items are visible. Client questions don’t disappear into a queue. Associates understand their responsibilities. Problems are identified early. Employees receive meaningful coaching.

Most importantly, leadership understands what’s happening across the work without needing to chase down every detail.

What You’ll Bring

• 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
• 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

Helpful experience: QuickBooks or comparable accounting platforms; client accounting services; CPA or professional-services firms; family-office accounting; wealth management/private banking; HNW client services; outsourced accounting; AP leadership; multi-entity accounting; or workflow/process improvement.

A bachelor’s degree in Accounting, Finance, Business, or a related field is preferred.

This Role May Be a Great Fit If…

You’re an Accounting Supervisor who wants more sophisticated client work; a Senior Accountant ready to lead people; a bookkeeping or client-accounting manager who wants to enter private wealth; an AP leader with strong accounting fundamentals; or someone already working in family office, wealth management, private banking, or professional services.

Take Your Accounting Career Into Private Wealth

Take your accounting experience into the world behind private wealth and lead the team responsible for making that financial world run smoothly.

This position is full-time and 100% onsite at Plumb’s La Jolla office, Monday–Friday, 8:00 AM–5:00 PM PST. This is not a remote or hybrid position.

• 4+ years of experience in accounting operations, bookkeeping, bill pay, financial operations, or a related field.
• Prior experience supervising or managing employees.
• Strong understanding of bank and credit card reconciliations.
• Strong attention to detail and ability to review high volumes of financial information accurately.
• Demonstrated ability to manage deadlines, workflows, and multiple competing priorities.
• Strong written and verbal communication skills.
• Sound judgment and ability to identify when an issue should be escalated.
• Comfortable holding employees accountable for performance and deadlines.
• High degree of professionalism, discretion, and confidentiality.
• Strong technology skills and ability to learn new systems quickly.
• Ability and willingness to work full-time, 100% onsite in our La Jolla office.

Preferred

• 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.

Ideal Candidate Profile

We are particularly interested in someone who is:

A manager first. You enjoy directing people, setting expectations, following up, coaching, and creating accountability.

Operationally strong. You naturally want to know what is due, what is late, what is stuck, who owns it, and when it will be completed.

Accounting-literate. You understand reconciliations and financial records well enough to review work, identify inconsistencies, and know when something does not make sense.

Detail-oriented without becoming a bottleneck. You know which items require careful investigation and which should simply be corrected, documented, and moved forward.

Client-focused. You understand that accuracy is essential, but so are responsiveness, communication, and follow-through.

Hands-on. You are willing to get into the details when necessary rather than managing exclusively through meetings and reports.

Accountable. You take ownership of the team's results rather than simply reporting that someone else did not complete something.

About Plumb

Plumb provides bill pay, accounting, reporting, and financial administration services to high-net-worth individuals, families, and their advisors. Our clients entrust us with highly sensitive financial information and important financial responsibilities.

We are building a highly professional, technology-enabled operating organization that combines excellent people, strong controls, modern technology, and exceptional client service.

This position will play an important role in developing and leading our growing onsite operations team in La Jolla.