Internal Controller NEW

La Jolla, California
Tag Management Inc

Controller & Human Resources Manager

Job Description

Rev 5/2026 In Office – La Jolla, CA

Company Overview

At 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/core

At 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.
  1. Prepare, review and interpret relevant HR reporting.
  2. Advise and coach management on resolving employee relation issues.
  3. Guiding Recruiter in identifying hiring needs, mentoring throughout the recruitment process from posting the role for hire to onboarding of new hires.
  4. 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.
  1. Review and analyze Plumb’s internal financial reports, budgets, tax organizers, and special projects for accuracy with expediency.
  2. 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.
  1. Prioritize team workload, keeping utilization metrics consistent with set goals.
  2. Set SMART Goals for team members in alignment with individual needs to ensure professional growth and success within our Plumb community.
  3. Provide mentorship, technical training, and work with our Training & Development Manager to support the evolving needs of your team.

Job Description – future/bigger picture

Our 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 objectives and manage expectations through proactive communication, thorough financial and process analysis, and problem solving.
• Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to staff and instill these principles into your team.

Software Skills

The following software systems are used frequently, and extensive experience is preferred:

• Sage Intacct
• ADP (WorkForce Now)
• ATS Software (CATS, WFN, etc.)
• MS Office
• Recruiting Platforms (LinkedIn, Indeed, ZipRecruiter, etc.)
• Versapay Payment Processing

Skillsets and Recommended Requirements

We are looking for a candidate who can handle the managerial aspects of getting the job done while streamlining processes to ensure profitability and the growth of your team going forward. Here are the primary skillsets and characteristics a successful candidate will possess:

• Bachelor’s Degree in Accounting or Finance, or Human Resources preferred.
• 3+ years’ experience as a controller, 2+ years’ experience supervising a team.
• 3+ year’s experience in human resources.
• 1+ year experience in recruiting.
• Strong knowledge of California HR guidelines.
• Organized, detail-oriented, and ability to be a task master if/when necessary.
• Very good communication skills (written and verbal) and presentation skills.
• Very strong ability to make sound judgement calls and advise management on employee relation related issues.
• 2+ years’ experience interacting with executive teams or business owners is preferred.
• Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.

Next Steps

Compensation Range and Additional Information: The base salary is $95,000 – $125,000, with an incentive on top of this. The position is onsite in our La Jolla office. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Details: This role will report to the President. Feel free to respond to whatever service you have found this ad on, or, if you prefer, contact the President directly ( ), and send a cover letter, your resume, and whatever else you think is best to show that you have researched our company, see how you can take on this role, and are a long term fit for this position. Plumb has a history of hiring on potential, so, if you think you are a fit and you may not have all the qualifications, reach out and let us know that you are the right person for the position, explain why, and see what happens. The rule is a (good / well thought out / detailed) cover letter gets an interview.

Compensation details: 00 Yearly Salary

PId2e0e4abd1f0-4522