Jobs at CalCPA

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. 


Customer Success Specialist | Burlingame, CA

Customer Success Specialists serve as the front line for CalCPA. They resolve issues, promote campaigns and cross-sell to member needs to ensure and maximize customer satisfaction, value and responsiveness. They closely interact among team and customers to answer inquiries via web, chat, social media, email and phone in a positive, courteous and efficient manner that highlights member value and benefits. Specialists also analyze and suggest what’s coming up proactively in chapters and Education Foundation course offerings. They process transactions and reconcile among multiple systems.

The following tasks must be met daily to be successful in this position:

  • Clear and effective verbal and written communications
  • Attention to detail, customer service focus, reliability and initiative
  • Quick at problem-solving and providing alternatives
  • Committed to delivering an extraordinary customer experience
  • Promote chapter events, courses, conferences, discounts, campaigns
  • Committed to working as part of a team

Required Qualifications
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.

  • Excellent phone, chat, social media and email communication etiquette to resolve customer service issues pleasantly across a range of products and services. Call center experience required.
  • Cheerful, can-do attitude and personality that shines through.
  • Technical proficiency with Microsoft Office, Salesforce, Support Desk, CRM software experience required.
  • Sales and/or marketing campaign experience helpful.
  • Ability to multi-task, make improvements and shift work when needed.
  • Demonstrated organizational, communications and problem-solving skills.
  • Ability to work on assigned projects with minimal supervision as needed.
  • Bachelor or Associate degree with minimum two years of customer service experience.

Apply online »


Learning and Development Operations Coordinator | Burlingame, CA

The Learning and Development Operations Coordinator works closely with the learning and development operations team to create engaging course and conference experiences, execute sponsorships and implement off-site/on-site training and materials. You will also learn about and interact with experts and companies serving the trusted accounting and finance professions, often at top venues. You will build relationships with accounting firms and vendors to attract and deliver sponsorships for CalCPA / CalCPA Education Foundation events. This diverse role includes reporting and documentation on our database systems, NetForum and Salesforce, to make data-driven decisions and recommendations.

Required Qualifications, Experience, Education or Certifications:
Strong interpersonal communications skills and initiative are hallmarks to your success. Learning and development, operations, advertising or sponsorship / partnership experience desirable. Ability to follow procedures accurately with attention to detail and deadlines:

  • Charismatic teamwork and skillset; proactive attitude to continuously improve and try new ideas;
  • Demonstrated ability to listen actively, gather and analyze data and make recommendations;
  • Technically comfortable with mobile apps, social media and MS Office; Excel and analytics desirable;
  • A self-starter who can work on tasks with minimal supervision, and eventually multiple projects; and
  • Bachelor’s degree with 2 years of work experience or equivalent.

Essential Duties and Responsibilities:

  • Provide end-to-end workflow direction for Education Foundation’s off-site programs and reconciliation for all live courses and events
  • Sponsorship execution for conferences, courses and chapters, including research, sales and lead follow-up; manage sponsorship collateral and billing, approving orders and compliance with Sponsorship Director;
  • Build relationships with presenters, firms and sponsors, managing logistics and materials;
  • Prepare media, vouchers and expenses for distribution, website upload and instructor coordination
  • Occasional overnight travel and overtime; and
  • Other projects as assigned.

Apply online »


Marketing Coordinator | Burlingame, CA

CalCPA Education Foundation’s marketing coordinator must be motivated, creative, a quick learner, versatile and an excellent writer. The marketing coordinator provides critical marketing support for the CalCPA Education Foundation—including writing marketing copy, managing marketing campaigns to maximize effectiveness, and promoting the organizations and their offerings through social media and other marketing and communication vehicles.

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.

  • Bachelor’s degree in marketing, advertising, PR or communications plus 1-2 years work experience.
  • Proficient in use of computer and must have a demonstrated ability to use Word, Excel, PowerPoint, In-design and Adobe Acrobat.
  • Working knowledge of html/css – creating email templates and troubleshooting for responsive design.
  • Love of language and excellent writing skills, specifically copywriting.
  • Demonstrated ability to analyze and work with data.
  • Demonstrated ability to quickly proofread for fine details.
  • Demonstrated ability to juggle multiple priorities and meet deadlines.
  • Exceptional attention to detail and organizational skills.

Essential Duties & Responsibilities:

  • Managing marketing campaigns including scheduling, trafficking design and production of marketing collateral, compiling copy, pulling lists and measuring effectiveness.
  • Develop and deliver copy for standing promotions
  • Edit instructor bios and event listings.
  • Manage CalCPA member recruitment campaigns.
  • Assist with the procurement of outside mailing lists.
  • Manage collateral distribution for live events.
  • Assist in the proofing of marketing collateral and emails.
  • Assist in tracking and reporting key metrics.
  • Perform other duties as assigned.

Apply online »


Program Associate | Channel Counties & Central Coast, CA

Summary: The Central Coast/Channel Counties Program Associate serves a key role as part of the leadership team of the Central Coast/Channel Counties Chapters, and coordinates, organizes, administers and manages chapter operations, including volunteers, meetings, events, activities and administration. This position is a home-based role located in the Central Coast, CA/Channel Counties CA area.

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.

  • Bachelor’s degree and 3-7 years related work experience, or the equivalent.
  • Proficient in use of computer and must have a demonstrated ability to use Word, Excel, Outlook, PowerPoint and Adobe Acrobat, as well as ability to work in a database environment.
  • Demonstrated meeting and event planning experience; proven communications and critical thinking skills; and ability to facilitate operational planning and meetings.
  • Must be able to travel locally outside of regular working hours.
  • Must be able to travel to CalCPA HQ office at various times during the year for one to two-day meetings and other meetings as assigned.
  • Overtime may be required.

Essential Duties & Responsibilities:

  • Serve as liaison between chapter members and CalCPA; foster two-way communication on issues, policies and activities between CalCPA, chapters, governing bodies and members.
  • Member of the chapter leadership team, which includes:
    • Effectively communicating and working with chapter leaders.
    • Assist in strategizing and implementing chapter goals.
    • Executing all chapter activities, meetings and operations.
  • Team player, working collaboratively with members/volunteers, Programs staff and other CalCPA departments to deliver services to chapter.
    • In collaboration with chapter leaders/committee members, Program Associate plans and executes chapter networking, social and educational events.
    • Help identify and secure event sponsorship opportunities.
    • In conjunction with marketing department, responsible for chapter electronic and print marketing, promotion and communications, including social media.
    • Participate in CalCPA and chapter membership development and marketing efforts, including firm visits, ongoing recruitment and annual renewal campaigns.
  • Help identify and develop future leaders to expand the volunteer base by building strong relationships with chapter members and local firms.
    • Coordinate chapter nominations process.
  • Organize and administer the day-to-day chapter activities relative to financial, procedural and operational matters.
    • Process AP & AR for the chapter.
    • Manage chapter finances, drive the annual chapter budgeting process with leadership and ensure that the monthly financial reports are accurate. Further analysis required quarterly.
    • Administer chapter scholarship program.
  • Collaborate with other organizations to promote CalCPA.
  • Special projects as assigned.

Apply online »


Program Associate | Bakersfield, CA

The Bakersfield Program Associate serves a key role as part of the staff and leadership team of the Bakersfield Chapter, and coordinates, organizes, administers and manages chapter operations, including volunteers, meetings, events, activities and administration. This position is home-based in Bakersfield, but may require travel to CalCPA offices throughout the year.

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.

  • Bachelor’s degree and 3-7 years related work experience, or the equivalent.
  • Proficiency in Microsoft Word, Excel, PowerPoint, Adobe Acrobat and social media platforms, as well as ability to work in database environment.
  • Demonstrated organizational, time, communication, management and critical thinking skills; meeting planning experience a plus.
  • Ability to operate home office technology and coordinate service maintenance as needed.
  • Must be able to travel locally outside of regular working hours.
  • Must be able to travel to CalCPA offices various times during the year for multi-day meetings.

Essential Duties & Responsibilities:

  • Serve as liaison between chapter members and CalCPA; foster two-way communication on issues, policies and activities between CalCPA, chapters, governing bodies and members.
  • Member of the chapter leadership team, which includes:
    • Effectively communicating and working with chapter leaders.
    • Assist in strategizing and implementing chapter goals.
    • Executing all chapter activities, meetings and operations.
  • Team player, working collaboratively with members/volunteers, Programs staff and other CalCPA departments to deliver services to chapter.
    • In collaboration with chapter leaders/committee members, Program Associate plans and executes chapter networking, social and educational events.
    • Help identify and secure event sponsorship opportunities.
    • In conjunction with marketing department, responsible for chapter electronic and print marketing, promotion and communications, including social media.
    • Participate in CalCPA and chapter membership development and marketing efforts, including firm visits, ongoing recruitment and annual renewal campaigns.
  • Help identify and develop future leaders to expand the volunteer base by building strong relationships with chapter members and local firms.
    • Coordinate chapter nominations process.
  • Organize and administer the day-to-day chapter activities relative to financial, procedural and operational matters.
    • Process AP & AR for the chapter.
    • Manage chapter finances, drive the annual chapter budgeting process with leadership and ensure that the monthly financial reports are accurate. Further analysis required quarterly.
    • Administer chapter scholarship program.
  • Collaborate with other organizations to promote CalCPA.
  • Special projects as assigned.

Apply online »


Program Associate—Silicon Valley/San Jose | Burlingame, CA

The full-time Silicon Valley San Jose (SVSJ) Program Associate serves a key role as part of the leadership team of the SVSJ Chapter, and coordinates, organizes, administers and manages chapter operations, including volunteers, meetings, events, activities and administration. This position is located in Burlingame, CA and is full-time at 37.5 hours/week (Monday–Friday).

Required Qualifications, Experience, Education or Certifications:

  • Bachelor’s degree and 3-7 years related work experience, or the equivalent.
  • Proficient in use of computer and must have a demonstrated ability to use Word, Excel, Outlook, PowerPoint and Adobe Acrobat, as well as ability to work in a database environment.
  • Demonstrated meeting and event planning experience; proven communications and critical thinking skills; and ability to facilitate operational planning and meetings.
  • Must be able to travel locally outside of regular working hours.
  • Ability to operate home office technology and coordinate service maintenance as needed.
  • Overtime may be required.

Essential Duties & Responsibilities:

  • Serve as liaison between chapter members and CalCPA; foster two-way communication on issues, policies and activities between CalCPA, chapters, governing bodies and members.
  • Member of the chapter leadership team, which includes:
    • Effectively communicating and working with chapter leaders.
    • Assist in strategizing and implementing chapter goals.
    • Executing all chapter activities, meetings and operations.
  • Team player, working collaboratively with members/volunteers, Programs staff and other CalCPA departments to deliver services to chapter.
    • In collaboration with chapter leaders/committee members, Program Associate plans and executes chapter networking, social and educational events.
    • Help identify and secure event sponsorship opportunities.
    • In conjunction with marketing department, responsible for chapter electronic and print marketing, promotion and communications, including social media.
    • Participate in CalCPA and chapter membership development and marketing efforts, including firm visits, ongoing recruitment and annual renewal campaigns.
  • Help identify and develop future leaders to expand the volunteer base by building strong relationships with chapter members and local firms.
    • Coordinate chapter nominations process.
  • Organize and administer the day-to-day chapter activities relative to financial, procedural and operational matters.
    • Process AP & AR for the chapter.
    • Manage chapter finances, drive the annual chapter budgeting process with leadership and ensure that the monthly financial reports are accurate. Further analysis required quarterly.
    • Administer chapter scholarship program.
  • Collaborate with other organizations to promote CalCPA.
  • Special projects as assigned.

Apply online »


Sales Representative | Burlingame, CA

We’re looking for a candidate with proven work experience as a sales representative with excellent selling, communication and negotiation skills. The Sales Representative will coordinate sales efforts with existing Advertising and Sponsorship Director and achieve agreed upon sales targets and outcomes within schedule. The Sales Representative will also coordinate sales efforts with marketing department, monitor competition by gathering current marketplace information on pricing, products, techniques etc.

The sales position will earn commission based on and not limited to the sales of various advertising vehicles including: magazine ads; website ads; newsletter ads; event sponsorships and job postings.

Position requires strong project management, problem solving and people skills. This team player must remain cool under pressure and be able to process input from multiple sources with agility and professionalism.

Additionally, this position will be required to build and maintain knowledge related to both accounting and financial professions as well as professional membership organization structure.

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.

  • Bachelor’s degree in business, marketing or related field.
  • Experience in sales.
  • Understanding of the sales process and dynamics.
  • Commitment to superb customer service.
  • Excellent written and verbal communication skills.
  • Demonstrated ability to work in varying database environments.
  • Demonstrated organizational, communications and critical thinking skills
  • Ability to work effectively and collaboratively with different departments and customers.
  • Ability to work on assigned projects with minimal supervision

Essential Duties & Responsibilities include the following:

  • Create new and maintain existing client relationships;
  • Create new pipeline of potential advertisers;
  • Maintain positive business relationship to ensure future sales;
  • Coordinate the development of promotional materials;
  • Manages portion of overall advertising budget;
  • Manages the online job board;
  • Works with the overall team including advertising, marketing and event planning departments; and
  • Other duties as assigned.

Apply online »


Senior Financial Accountant | Burlingame, CA

Required Qualifications, Experience, Education or Certifications:
To perform this job successfully, the 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.

  • CPA license in California
  • Minimum of 5 years of Accounting experience in a corporate environment
  • Strong GAAP and Nonprofit knowledge
  • Good analytical, verbal and written communication skills
  • Strong computer skills including Word, Excel, etc.
  • Must be detail-oriented and highly organized
  • Ability to prioritize assignments, multi-task and work under pressure
  • Knowledge of Solomon accounting software and FRx Financial Reporting preferred.
  • Must be available and willing to work overtime as needed for month-end close and year-end audit.

Essential Duties & Responsibilities:

  • Reconcile cash receipts to Sage/bank on a daily basis
  • Maintain chart of accounts
  • Create and maintain financial reports using financial reporting software (Management Reporter)
  • Prepare financial reports for the Foundation Board packet, including all variance analyses
  • Prepare and distribute financial statements to Foundation management including event job cost reports
  • Reconcile event revenue and job cost expenses; investigate and resolve issues
  • Assist management with actual vs budget variance reports, and other financial planning & analysis
  • Prepare lead schedules for the year-end audit and draft of the financials
  • Prepare organizers for Foundation and Institute tax returns
  • Review accuracy of 1099 reporting, sales & use tax filings, annual business property tax filings, unclaimed property reporting, and other statutory and regulatory filings
  • Assist in annual budget process
  • Review, modify, and write accounting policies and procedures, as well as monitor compliance to the policies
  • Assist fellow team members as needed
  • Other duties and special projects as assigned

Apply online »