Jobs at CalCPA and CPA Education Foundation

The California Society of CPAs is the nation's largest statewide CPA association, a nonprofit dedicated to serving its members and the accounting profession. We offer a desirable work environment and an attractive benefits program.

The California CPA Education Foundation is the premier provider of continuing professional education to the accounting profession in California.

Open Positions

Controller (San Mateo)

Required Qualifications, Experience, Education or Certifications: 

To perform this job successfully, an individual must be able to perform each essential duty

satisfactorily. The following requirements are representative of the knowledge, skill, and technical ability required to perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is exempt and reports to the CFO. 

• 7+ years of professional accounting experience that includes increasingly responsible leadership roles

• 4 year Degree in Accounting

• CPA license in California

• Strong GAAP and Nonprofit knowledge

• Must be detail-oriented and highly organized

• Ability to prioritize assignments, multi-task and work under pressure

• Ability to work accurately, efficiently and completed assigned tasks thoroughly

• Excellent communication skills, oral and written

• Software includes Solomon, Excel, Word

Essential Duties & Responsibilities:

• Manage day-to-day operations of the Accounting department for both Society and Foundation

• Ensure all accounting records are in conformance with generally accepted accounting principles (GAAP).

• Evaluate, develop and recommend accounting policies, procedures and related processes.

• Manage, train, and develop Accounting Staff

• Treasury management

• Prepare financial statements and other financial reports as needed for Board packets for Society and Foundation, including variance analyses

• Responsible for all fiscal period (monthly, quarterly and annual) accounting close functions and related reporting.

• Coordinates all aspects of the annual and interim audit.

• Assists in preparing tax returns- including UBIT (unrelated business income tax) calculations

• Maintains documentation of accounting policies, systems and procedures.

• Advises department managers on the implementation and application of accounting policies, systems and procedures.

• In conjunction with the CFO, establishes reporting systems and controls to ensure compliance with expenditure requirements.

• Analyzes and interprets financial operating results to provide accounting support to departments.

• Prepares various Board and management internal reporting, including analytical review.

• Ensures compliance with federal, state and local legal accounting requirements and related reporting.

• Assesses and recommends accounting process improvements.

• Directs and coordinates activities of the Accounting department and assists the CFO in formulating and administering organization policies and objectives.

• Performs other related duties as assigned by the CFO.

• Other responsibilities as assigned.

Education: An undergraduate degree is required. Advanced graduate degree is preferred. California CPA license is required.

• Effective leadership skills.

• Superior intellectual capacity and able to deal with ambiguity and complexity.

• Outstanding communication skills, written and oral.

• Comfortable and experienced with the use of technology to accomplish the goals and mission of the organization.

• Self motivated with high energy level and goal oriented.

• Innovative and creative; able to manage change.

• Strong analytical skills.

• High ethical standards both professionally and personally.