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Plumb Account Manager

Job Description and Ad

In Office – La Jolla, CA

Company Overview

At Plumb, we handle the financial “back office” work so our clients can stay focused on their lives, businesses, and families—with more clarity, less friction, and full control.

We provide premier family accounting and bill pay services to ultra-high net worth (UHNW) families and family offices nationwide.

Our 13 Principles are at the core of how we operate and how we treat our clients and each other: https://www.plumbbillpay.com/plumbsguiding13principles/ If that mindset resonates with you, keep reading.

Role Summary (Essential Functions)

The Plumb Account Manager is a senior operations leader and the primary point of contact for assigned clients and advisors. You’ll make sure the day-to-day work is getting done, issues get resolved quickly, and the team is operating with consistency, accuracy, and a high bar for service.

This role sits at the intersection of Family Office Accounting and Bill Pay. You don’t have to do every task yourself—but you do need to understand the workflows well enough to spot problems early, remove bottlenecks, and keep the client experience smooth.

What you’ll be responsible for

• Own the client relationship for operational matters: be the calm, reliable point of contact when questions or issues come up.
• Keep workflows moving: approvals, reconciliations, reporting, payment timing, and exceptions—across both accounting and bill pay.
• Troubleshoot and resolve discrepancies (workflow, reporting, data, or process) before they become escalations.
• Lead and develop a team of ~2-3 people: clear expectations, weekly priorities, follow-up, and accountability.
• Spot patterns and trends (quality, timing, recurring issues) and drive improvements that reduce rework and strengthen profitability.
• Partner with other leaders (Ops, Product/Engineering, Client Service) to improve the system—not just manage around it.

AI, Automation, and Agents (Team of the Future)

Plumb is building the next version of family office operations—where great people are amplified by automation. This role is expected to help lead that shift.

• Help implement and manage workflow automation and AI agents (e.g., document intake, invoice coding, exception detection, reconciliations, reporting prep).
• Learn how our tools work, test new automations in the real world, and provide clear feedback so we can improve them.
• Create and maintain simple playbooks: when the agent handles it, when a human reviews, and what “done” looks like.
• Coach the team on adopting new automated ways of working—without sacrificing accuracy, compliance, or client trust.

This role requires

• Accountability and consistent follow-through (you close loops).
• Strong organization and an operational mindset (you build structure and keep it running).
• Clear, professional communication with clients and advisors (factual updates, not drama).
• Good judgment: you handle issues independently and escalate appropriately when needed.

Tools you’ll use (frequently)

• Plumb software platform
• QuickBooks Online
• Excel and standard office tools (Outlook, Word, PowerPoint)
• Automation tools and agent-enabled workflows (we’ll train you, but you must be comfortable with technology)

Experience and Skills (Recommended)

• 3–8 years in accounting operations, bill pay management, family office accounting, or a similar environment.
• 2–3 years supervising a team; experience managing more than one person is strongly preferred.
• Strong working knowledge of multi-client accounting environments (especially QuickBooks Online).
• Familiarity with reconciliations, approvals, compliance controls, and audit-ready workflows.
• Demonstrated success improving workflows and driving consistent results.
• Strong written and verbal communication; you can explain what happened, what’s changing, and what comes next.
• Comfort with technology and change; you’re willing to learn and adopt new tools as we automate more of the workflow.

Next Steps

Plumb is committed to going “Beyond the Numbers” for our clients. To do that, we need people who want to build something better—and who are comfortable evolving how work gets done as automation becomes part of the day-to-day.

What we offer

• Competitive base salary
• Incentive plan
• Health, Dental, and Vision coverage
• Ongoing development, feedback, and growth opportunities (we promote from within whenever possible)

Compensation and Additional Information

Base salary range: $75,000 – $95,000 with a significant bonus opportunity. Plumb is an equal opportunity employer.

This role is part of the senior management team. Apply through the job posting, or email the President (rob@thinkplumb.com) or Family Office Accounting Manager (Taylor Arellano (tarellano@thinkplumb.com) with a cover letter and resume. A thoughtful, detailed cover letter gets an interview—if you’re a fit, we want to hear from you.