Overview

Controller & Human Resources ManagerJob Description Rev 5/2026 In Office - La Jolla, CA Company OverviewAt Plumb, we focus on the numbers so our clients can focus on growing their business- helping them save time and gain clarity while remaining in 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 who we are and continuously strive to be. Who we are (as individuals and members of the Plumb community) is consistently reflected in what we do . If you embrace a similar mindset, we encourage you to read on. Job Description - essential functions/coreAt Plumb, our Internal Controller and Human Resources Manager is a business-minded professional who thrives in a fast-paced working environment. In this role, the ideal candidate is a critical and empathetic thinker, remains calm under pressure, and thrives on providing guidance on internal policies, legal procedures, and company compliance. Specific examples of a typical day/week are as follows:Human Resources Management- Understand the internal policies and procedures in accordance with California and US employment policies and law. Prepare, review and interpret relevant HR reporting. Advise and coach management on resolving employee relation issues. Guiding Recruiter in identifying hiring needs, mentoring throughout the recruitment process from posting the role for hire to onboarding of new hires.Organizes, maintains, and audits personnel records to ensure accuracy and confidentiality. Internal Accounting Operations and Management - Understand the metrics of a successful, engaged team that works efficiently and effectively in providing our services internally to our team members and management.Review and analyze Plumb's internal financial reports, budgets, tax organizers, and special projects for accuracy with expediency. Ensure division financial objectives are met by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing variances.Team Development - Make sure your teams are engaged, trained, capable and providing the best customer service to your client base. Prioritize team workload, keeping utilization metrics consistent with set goals. Set SMART Goals for team members in alignment with individual needs to ensure professional growth and success within our Plumb community.Provide mentorship, technical training, and work with our Training & Development Manager to support the evolving needs of your team. Job Description - future/bigger pictureOur Controller and HR Manager is an expert at balancing detailed projects and tight deadlines, while maintaining consistent communication internally. The Controller and HR Manager analyzes challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows: Business Mindset- Run your team like you would a business unit. Understand how to evaluate processes, how to shift gears, find solutions to challenges, and ensure profitability. Within the first 6 months, lead and manage at minimum 20+ client relationships at one time while overseeing 1 accounting manager and 3-5 client associates. Be highly utilized, billing at 50% or higher to clients.From Manager to Leader- Train, develop and coach your team of internal accountants, administrators, and recruiters. Assist in career mapping and personalized training plans to help motivate and foster your team's success.Process Improvement - Develop and implement policies and procedures that keep the team motivated, productive, and highly utilized. Both from the aspect of accounting, finance, and internal Plumb policies. Manage Expectations- Be able to customize the employee and management experience to meet their specific goals and needs. Ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing. Set clear object