The Executive Assistant/Office Manager provides executive administrative support for CalCPA’s Government Relations Division activities and coordinates day-to-day office operations. Position also oversees timely and accurate compliance with political and lobby reporting obligations.

Components of this position include: executive administrative support to the Division Director, managing office resources and supplies, interacting with various outside vendors/organizations, overseeing internal and external reporting obligations, managing department budget and processing invoices, corresponding with member leaders, meeting planning and logistics, and other areas as assigned to support the overall activities of CalCPA’s Government Relations Program.

This position also manages the administrative assistant position activities to ensure execution and coverage of key responsibility areas.

• Essential Duties and Responsibilities:
• Executive Admin
• • Routinely provide efficient administrative support to the Government Relations Division relative to division activities, specifically including but not limited to meeting, travel, and calendar coordination.
• • Assist in planning and organizing conferences/meetings, including logistics, budgeting, material coalition and dissemination, and administration.
• • Perform necessary administrative and liaison-support duties to help ensure that various member activities are professionally coordinated and conducted, to support CalCPA member committees and their objectives.
• • Prepares correspondences independently either composing and sending originals or preparing drafts for review.
• • Coordinates mailings of various publications, group communications and updates of mail/email lists.
• • Routinely maintains, extracts, and tracks information from various data management systems and databases, including running reports as required.
• • Promptly responds to and aids CalCPA members and staff with Division inquiries.
• • Oversees and tracks political action committee contributions and reporting including maintenance of accurate records.
• • On a timely quarterly basis, accurately calculate and file Fair Political Practice Commission reports with the Secretary of State.
• • As division team member, participate in formulating and implementing the overall CalCPA program goals and objectives.
• • Other duties as assigned.
• Office Manager
• • Coordinates day-to-day office operations to help ensure smooth division support staff work-flow, adequate phone coverage, office supplies, and operational office equipment.
• • Key authority/contact with building property management.
• • Maintains and orders office equipment, and when necessary, works with CalCPA headquarters or appropriate vendors for services.
• • Under Director’s guidance aid in the achievement of the society’s financial objectives via preparation of the government relations divisional annual budget, review and analysis of monthly budget-to-actual reports, and successful vendor payment approval and contract negotiations.
• • Keeps Director and team members informed as necessary of pending activities that impact the workflow.
• • Other duties as assigned.

• Essential Duties & Responsibilities include the following:
  To perform this job successfully, an individual must be able to perform essential duties satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
• • Strong communication skills
• • Organizational and project management skills
• • Research and analytical abilities
• • Meeting management skills
• • Manage multiple ongoing projects and activities
• • Ability to work independently, take initiative, and make sound judgements in sensitive, stressful, and/or fast paced environment
• • Team member that is enrolled in CalCPA’s overall and Government Relations programs with integrity, accountability, positive attitude and a professional demeanor
• • Strong interactive skills in working with staff, members and regulatory agencies
• • Commitment to the highest ethical standards
• • Associates’ degree (or equivalent from two-year college or technical school), or six months to one year related experience and/or training; or equivalent combination of education and experience.

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The Human Resources (HR) Director is responsible for the overall planning, administration, and execution of the human resources and payroll functions within approved budgets and guidelines. This includes policy development, job analysis and classification, compensation, benefits administration, culture enhancement and promotion initiatives, diversity and inclusion programs, recruitment, onboarding, payroll workflows, and training and development. Ensures CalCPA is in compliance with labor laws and good people management practices.

• Essential Duties and Responsibilities:
• • Serves as a strategic business partner and advisor to the leadership team
• • Be a close confidant and mentor to the C-suite, helping to drive organization culture forward and solidify CalCPA’s values.
• • Develops and maintains benefit programs for CalCPA employees, including medical, dental, vision insurance, and EAP benefits, retirement (401(k), and 457(b) plans), and Section 125 plans; analyzes benefits programs and recommends changes as appropriate.
• • Supervises HR Generalist to ensure a high level of customer service related to staff questions concerning benefits; develops and maintains benefits information materials; oversees open enrollment sessions, educational programs, and benefit orientations for new employees; prepares reports as necessary.
• • Oversees the administration and operation of a HRIS including initial data entry into ADP database. Oversees local, state, federal and payroll quarterly and annual reporting/auditing including: Medicare, EEO, CORI, DOL, payroll deductions. Participates in annual 401k, audit and workers’ compensation audit. Manages annual benefit W2, 990, and ACA reporting.
• • Develops and administers recruitment procedures. Consults with department hiring managers to ensure hiring and termination procedures comply with CalCPA policy and applicable state and federal laws.
• • Develops and administers organizational development and personnel related projects. Manages budget for these projects. This may include projects related to training and development, recognition, compensation analysis, performance management and other employee related projects. Develops strategies to address needs based on available resources; designs and conducts training and/or contracts outside trainers as appropriate. Oversees wellness programs for staff including the coordination of ongoing activities and the development and implementation of new activities and events.
• • Provides advice to management, supervisory personnel and employees and their representatives on the interpretation and application of CalCPA human resources policies and procedures, disciplinary matters, and other staff management issues. Works with legal counsel to resolve issues as necessary. Extend ideas and tools to improve staff communication and management leadership. Processes and coordinates requests for leaves of absence, including FMLA; maintains accurate records and with payroll generates reports as required.
• • Maintains knowledge of industry trends and employment legislation and responsibility for organization compliance with federal, state, and local legislation pertaining to all personnel matters.
• • Performs other duties as required or assigned by supervisor.

• Qualifications:
• • College Degree. Major course work in business, human resources, industrial psychology or related field, or equivalent combination of training.
• • Minimum 6 years’ experience in people management, non-profit administration, or organizational development.
• • Possess a full range of functional HR skills; recruitment, performance management, compensation, organizational development, and change management.
• • Proficiency with talent management systems, tools, and resources (ADP, LinkedIn, etc.)

• Professional & Technical Competencies:
• • Demonstrates sound judgment and decision making when managing projects. Utilizes CalCPA’s mission, vision and core values, to ensure project outcomes reflect the needs and best interest of the organization.
• • When working with consultants and vendors, negotiates favorable results for the organization by using persuasion and diplomacy.
• • Conscientiously develops, monitors, and reports the budgets for HR projects and programs and brings forth on a timely basis, ideas, issues, and concerns regarding fiscal matters to the CFO and Director of Finance.
• • Continuously develops and utilizes up-to-date knowledge of benefit and compensation administration and management including the ability to synthesize and evaluate data to perform some finance related duties and analysis.
• • Ensures CalCPA employees receive accurate and prompt benefit information.
• • Continuously develops and utilizes up-to-date knowledge of HR practices, methodologies and laws to expertly administer HR programs.
• • Effectively communicates to others in a manner that ensures clear and mutual understanding of information. Establishes and maintains effective relationships with all employees by building rapport, listening to their needs and being easy to approach. When advising employees, uses tact and diplomacy. Supports and provides equal and fair treatment and opportunity for all.
• • Solves problems and resolves issues. Faces difficult situations with tenacity and supports employees.
• • Maintains documentation, files and work papers that are readily accessible and understandable by others.
• • Demonstrates tact and diplomacy in all interactions. Demonstrates appropriate treatment of sensitive or confidential information.
• • Fully participates in Executive Team activities. Provides leadership to this team and models exemplary executive behavior throughout the organization.
• • Fully participates in all meeting activities, including attending meetings as appropriate, supporting colleagues by offering information and assisting appropriate projects and initiatives.

• Physical Demands:
• • Position requires periods of word processing (sitting), frequent trips throughout the building, light lifting (20lbs).

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This position is responsible for managing projects that focus on recruiting and retaining members, including eblasts, inbound marketing efforts and social media outreach, while overseeing CalCPA’s membership recruitment and renewal projects. In addition, The CalCPA marketing communications manager steers the success of identified member segments and other key, strategic initiatives—from strategic planning to implementation.

This position oversees all chapter communications and collateral, and serves as project lead for CalCPA communication planning—ensuring brand consistency and message delivery across all channels, business units and product lines. This position also manages CalCPA’s print and online production team.

• Required Education, Experience & Qualifications:
• • Bachelor’s degree and a minimum of 3-5 years related work experience.
• • Proficient in Excel, Word and use of CRM database
• • Proficient in use of computer and must have a strong background in social networking applications and demonstrated ability to use Word, Excel, PowerPoint and Adobe Acrobat, as well as ability to work in a database environment.
• • Demonstrated organizational, communications and critical thinking skills.
• • A demonstrated understanding of budget management, monitoring and projection.
• • Must be able to travel locally outside of regular working hours. Must retain a valid CA Driver’s License, have access to vehicle and provide proof of motor vehicle insurance.
• • Must be able to travel at various times during the year for one to two-day meetings.

• Essential Duties & Responsibilities:
• • Supervise online production specialist and marketing designer.
• • Manage inbound and outbound membership marketing.
• • Identify and create significant deliverables related to targeted statewide initiatives, including engaging local chapter leadership.
• • Regularly reassess and improve print and email policies, procedures and processes.
• • Identify and execute new recruitment and retention strategies related to key member/firm/industry/technical segments, including in-person outreach, targeted collateral/resources and a positive online user experience.
• Determine ROI and develop tracking mechanism for effectiveness of email campaigns and make change and/or enhancement recommendations.
• Enhance and execute social media strategy including managing Connect and evaluating and reporting on ROI of various tactics.
• Other duties as assigned.

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We seek a Marketing Coordinator for leading courses and conferences. You are a self-starter who thrives in details and deadlines. You’ll have the opportunity to create and track compelling content across calcpa.org, email, social media and partner channels.

If you’re naturally curious and have a knack for automation, our team is implementing the leading marketing technologies that attract audiences to awesome learning products. You’ll effectively manage your time and beam when you occasionally have to “turn on a dime.” Colleagues smile when they see you as a quick, fun learner and a reliable teammate.

• Required Qualifications, Experience, Education or Certifications:
• • Bachelor’s degree in marketing, online graphic design or 3+ years of related work experience
• • Demonstrated ability to analyze ( Excel / BI ) on data trends and reporting dashboards
• • Adept at shifting priorities to meet deadlines
• • Exceptional attention to detail and organizational skills
• • Good at working with different team personalities and levels

• Essential Duties & Responsibilities include the following:
• • Run digital and email marketing campaigns with A/B testing
• • Traffic production of marketing collateral, including copywriting and segmentation
• • Provide cross-functional coordination and timely updates
• • Assist in executing social media and online strategies
• • Explore key metrics and Google Analytics reports
• • Other duties as assigned

• Nice to have:
• • Some exposure to finance and accounting terms; training provided
• • Familiarity with Salesforce ecosystem

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The VP – Competency & Learning is a key sales and marketing position that leads a team of approximately 15 professionals, who develop sales and marketing strategy, and produce and deliver member competency and products to CPAs, management accounting professionals and other finance professionals. Responsibilities also include the direct oversight of national business development efforts, both enterprise sales and channel management. A key accountability is to strategically align learning technologies and product sales to advance the CPA profession and competitiveness of CPA members, firms and employers. The position is responsible for more than $10M in revenues and strategic state wide and national growth is an essential aspect of the position’s responsibilities.

• Essential Duties & Responsibilities include the following:
• • Strategically refine the C & L function to ensure leadership in competency and learning for CPAs and financial professionals, including ongoing evolution of products, delivery methods, technologies, and markets (B2B as well as B2C).
• • Develop short- and long-range strategies focused on meeting or exceeding P&L targets. Oversee the development of all teams’ strategic operating plans, and measure individual teams’ progress against clear goals and objectives.
• • Actively oversee creation and execution of a national channel management and development strategy, including identifying and negotiating with appropriate third parties ways to leverage co-branding, acquisition, sponsorship, licensing or other strategies that both expand the reach of products and services as well as meet the competency and learning needs of members.
• • Grow product lines to increase sales andprofit margins and enhance CalCPA’s reputation in the industry.
• • Manage the strategic integration of delivery platforms to ensure operational efficiencies and maximized customer service.
• • Enhance the product development lifecycle to optimize speed to market and quality delivery for all product portfolios. Ensure product portfolios are relevant and meeting member needs.
• • Lead development and execution of clear pricing strategy for products and services.
• • Collaborate with Finance, Membership, Brand and other teams on strategic effort to enhance market position, drive growth and increase member value.
• • Develop strong and effective relationships with external parties such as AICPA, state CPA society leadership, key conference leaders, global associations and others that may be identified.
• • Understand the strategic direction of major competitors as well as other key marketplace influencers that impact customer acquisition and retention and influence the strategic plan accordingly.
• • Primary architect of organization’s product sales strategy, including setting sales targets, developing strategic sales plans and ensuring coordination and strategic alignment between all sales and business development efforts.
• • Provides oversight to ensure that sales strategies are implemented in a way that meets short and long-term sales and profit goals. Acts as the organization’s chief salesperson in deals requiring top-to-top negotiation and/or selling.

• Expected Metrics:
• • Meet/Exceed revenue and contribution margin targets
• • Generate new products and strategically cull less profitable ones to ensure ongoing product relevance
• • Adhere to project/budget deadlines
• • Provide ongoing market analysis and recommendations for strategic initiatives
• • Enhance feedback by business owners, including key strategic partners

• Knowledge, Skills and Abilities Required:
• • Strong knowledge and capabilities in product development and marketing to accelerate the launch of strategically aligned, successful new products.
• • Proven leadership and established relationships with customers and partners.
• • Must have developed strong relationships resulting in revenue with large accounts.
• • Proven track record to high standard for commitment to driving target achievement.
• • Demonstrated skills in complex decision-making, problem-solving and planning.
• • Ability to manage multiple business relationships and resolve conflicting priorities of a member organization in a win-win manner.
• • Excellent proven leadership and management of people to drive results, create effective, engaged and motivated teams.
• • Strong written, verbal and presentation communication skills.
• • Travel requirements—20-25%.

• Experience Required:
• • 10+ years of production development and revenue experience providing successful strategic direction and meeting revenue goals.
• • 10+ years of leading sales and business development teams with progressively aggressive revenue goals.
• • 5+ years’ experience in social media, digital strategy and internet marketing.
• • CPA preferred or working knowledge of the CPA profession.

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The Los Angeles Chapter Program Associate serves a key role as part of the staff and leadership team of the Chapter, and coordinates, manages, organizes, administers and directs chapter operations, including the Chapter Board of Directors and finances, as well as numerous member volunteers, meetings, events, membership activities and office administration. This position is based in Glendale, 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 include the following:
• • Serve as liaison between chapter members and CalCPA; fostering two-way communication on issues, policies and activities between CalCPA, chapter members, firms, governing bodies and prospective members.
• • Manage Chapter Board of Director and Committee governance and leadership team, including:
• • Serving as a member of Chapter Board and Committee leadership.
• • Overseeing Board and Committee governance, including bylaws, processes and procedures.
• • Effectively communicating and working with chapter leaders.
• • Leading chapter-specific strategy and implementation of goals / objectives.
• • Executing all chapter activities, events, meetings and operations.
• • Proactive team player, working collaboratively with chapter members/volunteers, Programs staff and other CalCPA departments to deliver services and execute on CalCPA goals and initiatives.
• • In collaboration with chapter leaders/committee members, Program Associate plans and executes chapter networking, social and educational events.
• • Help identify and secure event sponsorships, as well as develop comprehensive chapter sponsorship program.
• • In conjunction with marketing department, responsible for chapter electronic and print marketing, promotion and communications, including social media.
• • Participate in member development and other CalCPA initiatives, including local firm visits, Big4 new hire orientations, grassroots activities / legislator visits, Campus Ambassadors, Meet the Firms events, Education Foundation Conference cross-promotion, and member ongoing recruitment and renewal campaigns.
• • Working with Chapter Nominations Committee, identify and develop future leaders.
• • Manage chapter nominations process, Committee and applications.
• • Build strong relationships with chapter members and local firms.
• • Organize and administer the day-to-day chapter activities relative to financial, procedural and operational matters.
• • Process AP & AR for the chapter.
• • Review and negotiate event / venue contracts.
• • Manage chapter financials, drive the annual chapter budgeting process with leadership and ensure that the monthly financial reports are accurate. Further analysis required quarterly.
• • Administer chapter student scholarship program and manage Scholarship Committee.
• • Collaborate with other organizations to promote CalCPA.
• • Special projects as assigned.

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CalCPA Education Foundation is seeking an AWP with live production experience to create high-quality webcasts with a fun, collaborative team. You will be actively directing and producing video, audio, and lighting as well as streaming live and recording media.

Proficiency in live "broadcast-style" production is key! You will apply your skills to stream and record courses and conferences while supporting instructors and attendees as well as to produce engaging promotional and marketing videos.

You will be detailed oriented and required to make decisions under pressure while keeping calm and collected. You will learn with the strong support of our team experts while working both as a team and independent contributor in an agile, fast-paced environment. This is a full-time position with some telecommuting and travel in California.

• Required Qualifications, Experience, Education or Certifications:
• • Associate Degree or higher in Digital Media, Media Production, or related studies
• • Live hands-on video production experience is essential - competency in camera, lighting, and audio operation
• • Have taken online courses/training courses and/or events (other than YouTube); understand the online learning experience
• • Exceptional time management and organizational skills required- punctuality is a given!
• • Self-starter with a "can-do" attitude, able to work independently, take initiative in fulfilling job responsibilities, and communicate effectively in a team environment
• • Comfortable with use of social media and apps
• • Beginner to Intermediate knowledge of Adobe Premiere Pro and/or FCPX
• • Experience with MS Office and Google Docs
• • Bonus: exposure to finance/accounting; advanced editing/motion graphics skills; experience with video streaming/webcast platforms/H.264, exposure to internet protocols

• Essential Duties & Responsibilities include the following:
• • Run full production of live and pre-recorded webcasts
• • Use verbal and email/texting/social media skills to keep events, instructors and attendees on schedule
• • Troubleshoot technical problems with off-site venues and instructor laptops
• • Limited editing, motion graphics and post-production for highlight reels and "commercials"
• • Responsible for equipment transporting and moving
• • Encourage feedback to continuously improve overall customer satisfaction in every aspect of the event
• • Input and analyze information in MS Office, Google Docs, and time/expense tracking
• • No making coffee or copies

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