• The President & CEO is responsible, in partnership with Council, the Board of Directors, and the Board of Trustees, for the success of CalCPA. Together, the Council, the Boards, and the President & CEO ensure CalCPA’s value to the members, the accomplishment of CalCPA’s mission and vision, and the accountability of CalCPA to its diverse constituents.

  The Boards delegate responsibility for management and day-to-day operations to the President & CEO, and the President & CEO has the authority to carry out these responsibilities, in accordance with the direction and policies established by the Boards.
• To apply, please send a cover letter and current résumé (Microsoft Word® format preferred) to calcpa@smartinsearch.com. The cover letter should outline how your experience fits the requirements of the position as this will be an important factor in considering your candidacy.

Position Description

• Are you a creative and innovative problem-solver? Do you have exceptional communication, analytical and organizational skills? We are seeking a self-motivated Product Marketing Coordinator to join a team of fun, energetic, driven business professionals who believe in teamwork and collaboration. You will be an integral member of the team and a key contributing member. This is a full-time position with an option to work remotely.

  If you have strong digital marketing, project management, writing and teamwork skills, you are just we are looking for in this key role. The Product Marketing Coordinator is responsible for developing product promotions, supporting marketing department initiatives, and ensuring all relevant timelines and goals are met.

  • Duties and Responsibilities:
  • • Assist product marketing team with day-to-day tasks, including developing and implementing marketing and advertising campaigns and journey maps, and the execution of an integrated marketing strategy with other CalCPA teams.
  • • Coordinate new print or digital collateral creation as needed by sourcing images and assisting with graphic creation.
  • • Provide project management and trafficking for key product marketing projects and deliverables.
  • • Write, edit and proofread copy for product pages and multi-channel product marketing promotions.
  • • Assist with customer segmentation strategies and list building.
  • • Maintain an inventory and directory of product marketing collateral and promotional items to ensure all resources are available, up-to-date and/or archived.
  • • Provide new product information and promotion updates to sales and customer success teams.
  • • Compile and analyze marketing data across all channels to accurately report the impact and outcomes of marketing activities.
  • • Generate marketing and sales reports data on a daily, monthly, quarterly, annual or as-needed basis.
  • • Keep up-to-date on accounting and marketing trends by participating in educational opportunities and reading business/accounting/finance media and publications.
  • • Conduct research to analyze the competitive landscape, market trends and customer behavior.
  • • Research and maintain a database of competitor products by identifying and evaluating product characteristics, positioning, pricing, and marketing mix.
  • • Process product marketing invoices and monitor relevant expense budgets (actual vs. plan).
  • • Maintain product marketing calendars.
  • • Provide ideas, recommendations, and plans to help optimize marketing strategies.
  • • Research and report on potential strategic marketing relationships.
  • Required Qualifications:
  • 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 or related field
  • • 2+ years experience working in marketing
  • • Knowledge of traditional and digital marketing, including SEO/SEM, email, social media, display advertising campaigns and/or content marketing.
  • • Solid knowledge of website and marketing analytics tools
  • • Proficiency in full Microsoft Office suite (especially Excel and PowerPoint) and Adobe Creative Suite
  • • Exceptional ability to analyze, understand and summarize marketing metrics and data
  • • Excellent written and verbal communication and presentation skills
  • • Outstanding time-management skills for juggling numerous time-sensitive projects simultaneously.
  • • Self-motivated and comfortable working independently as well as in a team setting
  • • Highly creative and innovative with strong critical thinking and problem-solving skills
  • • Excellent organizational skills with impeccable attention to detail
  • • Outgoing with good interpersonal skills
  • • Preferred Qualifications
    • • new content, types of products, faculty
    • • pricing, branding, product positioning
    • • Track new idea process and disposition of the suggestions; formalize a process to collect and track these ideas
    • • Understanding of content management systems (CMS) and customer relationship management (CRM) tools (Salesforce)
    • • Working knowledge of HTML, design (Photoshop, Illustrator) and email (Pardot) software
    • • Familiarity with data analytics software (i.e. PowerBI, Python, etc.) is also an asset
    • • Accounting or financial services industry experience a plus

  Apply online

• The Partnerships Manager will work closely with the Senior Director of Partnerships to actively manage relationships with all partners for CalCPA learning products and services. These partners include professional education content partners (e.g., Kaplan), distribution partners (e.g., state CPA societies), educational institutions, other professional associations, and other types as they arise.

  • Responsibilities:
  • • Cultivate and maintain positive relationships with state-society partners and other partners through regular contact/interaction/communications
  • • Support expanding partnerships with existing partners to drive greater revenue and partner product sales
  • • Help research/source new content partners to optimize the portfolio and mix of products
  • • Negotiate/renegotiate partnership agreements, including revenue shares, pricing models, and product schedules
  • • Coordinate with Operations/Production to ensure delivery of partner products on webcast platform
  • • Manage quality control in the delivery of all products to partners
  • • Develop and enhance the feature set for webcast platform and partners
  • • Help develop and manage annual partnership budgets, including forecasting of revenue and product sales for each partner
  • • Gather market intelligence on overall professional learning product trends
  • • Enter product set up data in Salesforce for all product types, including quality checks of the setups to ensure a positive customer experience
  • • Work in tandem with the Sales team to promote courses; Develop top 10 course lists
  • Additional responsibilities include supporting the Portfolio, Marketing, and Learning Operations Department:
  • • Track deliverables and run reports for all product types
  • • Partner with webcast producers to work directly with speakers on prerecorded conference sessions and prerecorded webcasts to ensure adequate and appropriate content
  • • Read industry updates and identify new product and delivery ideas
    • • new content, types of products, faculty
    • • pricing, branding, product positioning
  • • Track new idea process and disposition of the suggestions; formalize a process to collect and track these ideas
  • • Act as liaison between the MC&L teams and groups such as Sponsorships, including acting as project manager for projects that involve multiple groups
  • • Create and maintain SOPs and other documentation for all processes
  • • Maintain spreadsheet that tracks all aspects of materials production
  • • Assemble course materials for educational offerings: course, conference, webcast, and onsite
  • • Upload materials for distribution

  Apply online

• We are looking for a bright, resourceful, and organized Customer Service Manager. This position will supervise the customer service team and also act as a frontline communicator with members and customers. You’ll be part of a busy, close-knit team. The position requires strong initiative, attention to detail, the ability to learn quickly, manage internal and external relationships, and superb communication skills. This is an ideal position for a motivated individual passionate about customer happiness and retention and looking to grow their career with a great organization.

  • Responsibilities:
  • • Manage Customer Service team (three staff)
  • • Answers incoming questions while serving as the frontline communicator for the entire organization
  • • Maintain member and customer satisfaction by providing problem-solving results
  • • Enforce company policies and procedures
  • • Analyze, fulfill or route requests, issues, and inquiries across the organization
  • • Ensure a high-quality customer experience overall
  • • Manage project-based deliverables and perform daily load-balancing to divert resources to where they are needed
  • • Establish metrics to track and analyze customer call history to anticipate the upcoming volume
  • • Guide the customer service team towards maximizing productivity and customer satisfaction
• Desired Skills and Experience:
• • Problem solver
• • Knowledge of Salesforce and Automated Call Distribution
• • Familiarity with call center behavior and problem mitigation or escalation
• • Demonstrated multitasking and organizational skills and ability to coordinate multiple projects simultaneously and complete projects on deadline
• • Excellent verbal and written and communication skills
• • Familiarity with the accounting profession as well as professional education, events, and services preferred but not required
• • Superb multitasking and organizational skills
• • Experience working with remote teams
• • Ability to think fast, find answers, and respond quickly
• • Bachelor’s degree in administration, operations, business, communications, systems, or related field highly desirable

Apply online

• Be the link between CalCPA and our members. As a Program Manager, you will leverage your business savvy networking and event hosting skills to ensure chapter finances, operations, and members are met.

  The ideal candidate will have a strong ability to think strategically and analytically about chapter business and member needs. A keen sense of ownership, efficient execution, and determination is a must.

  We’re offering the next candidate the opportunity to work within a team and still maintain autonomy. As a Program Manager, you will have the ability to impact your chapter and CalCPA's future success dramatically.

  This position is a part-time (25-hour per week ) home-based remote position that may require travel to CalCPA offices (CA) throughout the year.

  • Responsibilities:
  • • 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.
  • • Directly supervise and administer all activities of Chapter governance and leadership team, including:
  • • Serving as a member of the 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 Manager plans and executes chapter networking, social and educational events.
  • • Identify and secure event sponsorships, as well as develop a comprehensive chapter sponsorship program.
  • • In conjunction with the 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.
  • • Identify and cultivate future leaders
  • • Manage chapter nominations process, Committee, and applications.
  • • Build strong relationships with chapter members and local firms.
  • • Manage, 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.
    • • Manage chapter student scholarship program and manage Scholarship Committee.
  • • Collaborate with other organizations to promote CalCPA.
  • • Special projects as assigned. Approximately 20% of the position includes special projects such as Salesforce, data/reports, and other assignments for the Programs department.
  
  
  • Desired Skills and Experience
  • • Bachelor’s degree and 3-7 years related work experience, or the equivalent.
  • • Proficiency in Microsoft Office Suite 365, Adobe Acrobat, Salesforce, Adaptive In motion for Marketing, and social media platforms, as well as the ability to work in a 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.
  
  

  Apply online

• Job Description:

  We are seeking an experienced Technical Reviewer who believes in teamwork to help lead and manage the day-to-day duties of the Peer Review Program located at our office in Burlingame, CA.
  Technical Reviewers play a critical role in the administration of a highly distinguished peer review program tasked with monitoring systems of quality control employed by public accounting firms in California, Arizona & Alaska. Technical Reviewers are primarily responsible for evaluating results of peer reviews as well as responding to technical inquiries from firms and peer reviewers alike.

  
  

  • Job Responsibilities:

    • • Perform technical reviews of peer reviews prior to submission to peer review committee. This includes evaluating and reviewing results from proposed changes arising during the technical review process
    • • Consult and communicate with peer reviewers and reviewed firms to clarify appropriate treatment of matters identified during peer review process.
    • • Consult and communicate with the AICPA on technical matters
    • • Audit peer reviewer population to confirm base level and ongoing qualification requirements are continually being met
    • • Manage oversight selection and peer reviewer monitoring processes
    • • Assist in the reconciliation of disputes between reviewers and firms
    • • Assist with program based compliance projects
    • • Generate work flow reports in order to assist with monitoring of AICPA PRP benchmark compliance requirements on a biweekly/monthly basis
    • • Assist with ad hoc projects and administrative duties
    
    
    • Job Qualifications:
    • • CPA with minimum of 4 years of experience in auditing
    • • Comprehensive understanding of Generally Accepted Accounting Principles (GAAP), Statements on Auditing Standards (SAS), and Statements on Standards for Accounting and Review Services (SSARS)
    • • Experience with Uniform Guidance Audits a plus
    • • Self-motivated individual capable of working with little to no supervision, demonstrates initiative, flexibility, teamwork, and exhibits maturity under pressure
    • • Excellent computer skills with proficiency in MS Office Suite and Adobe Acrobat
    • • Excellent organizational skills
    • • Outstanding written and verbal communication skills
    • • Exhibits high standards of personal integrity along with a strong work ethic.
    
    

    Apply online