188 applicants

Company

Plumb · 4 hours ago

FOA Manager

La Jolla, CA

Full-time

Remote

Mid, Senior Level

$100K/yr - $120K/yr

5+ years exp

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Responsibilities

Understand the metrics of a successful, engaged team that works efficiently and effectively in providing our services to clients.

Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers, and special projects for accuracy with expediency.

Ensure Bill Pay Review and Approvals adhere to internal controls and processes.

Ensure division financial objectives are met by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing variances.

Study client and team profitability to find efficiencies in process and/or tools to increase margins.

Ability to handle conflicting priorities.

Ensure employees are engaged, trained, capable and providing the best customer service to your assigned client base.

Manage day to day deliverables, prioritize team workload, maintaining metrics to be consistent with set goals and deadlines.

Provide mentorship, technical training, and collaborate with peers to support the evolving needs of your team.

Train, develop and coach your team.

Assist in career mapping and personalized training plans to help motivate and foster your team’s success.

Oversee client interactions to ensure your team is consistently providing excellent client service by meeting and exceeding expectations.

Assist in implementing client retention strategies.

Ability to customize the client experience and develop relationships to meet specific goals and needs.

From onboarding new clients to ensuring issues are resolved with urgency, keep your teams focused on the numbers so our clients can focus on building their business.

Set clear objectives and manage expectations through proactive communication, thorough financial analysis, and problem solving.

Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

QuickBooks OnlineSage IntacctAccountingFinanceManagement experienceHigh Net Worth familiesK-1 reconciliationsFinancial reportingExcelTeam DevelopmentClient Management

Required

Bachelor’s Degree in Accounting or Finance or equivalent experience required

5+ years in Management experience

Organized, detail-oriented, and ability to be a task master if/when necessary.

Strong communication skills (written and verbal) and presentation skills.

Experience working remotely and tracking time.

Experience managing internal processes and finding efficiencies.

Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.

Preferred

Experience with High Net Worth families and individuals highly preferred.

Experience handling multiple accounting clients at one time preferred.

Experience managing the relationship of multiple clients at one time preferred.

Family Office Accounting Industry experience preferred, including: K-1 reconciliations, bank reconciliations, brokerage reconciliations, financial reporting and analysis, private equity tracking, annual tax organizer, etc.

The following software systems are used frequently, and extensive experience is highly preferred: QuickBooks Online, Sage Intacct.