Onsite Accounting & Bill Pay Team Lead

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

Job summary

Plumb is seeking an experienced Accounting & Bill Pay Supervisor to lead our onsite team in La Jolla. The role focuses on day-to-day management, accuracy, and client service for high-net-worth families and family offices.

Responsibilities include supervising associates, ensuring timely bill payments, reconciliations, and accurate financial records, while coaching staff and maintaining confidentiality.

Qualifications

• 4+ years of accounting operations experience.
• Prior supervisory/mgmt experience.
• Strong bank and credit card reconciliation knowledge.
• Excellent written and verbal communication skills.
• High level of professionalism and confidentiality.

Responsibilities

• Direct onsite Accounting and Bill Pay Associates in La Jolla office.
• Set priorities, assign work, and monitor productivity and accuracy.
• Oversee bill pay, disbursements, and client documentation with audit trails.
• Coach and develop staff, manage deadlines, and ensure senior management visibility.
• Maintain client service standards with discretion for high-net-worth clients.

Skills

Accounting operations

Team supervision

Reconciliations

Communication skills

Attention to detail

Deadline management

Confidentiality

Onsite work

Education

Bachelor's degree in Accounting/Finance/Business

Tools

QuickBooks or equivalent

Job description

Plumb is seeking an experienced Accounting & Bill Pay Supervisor to lead our onsite team in La Jolla. The role focuses on day-to-day management, accuracy, and client service for high-net-worth families and family offices.

Responsibilities include supervising associates, ensuring timely bill payments, reconciliations, and accurate financial records, while coaching staff and maintaining confidentiality.