• 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

• We are looking for a bright, resourceful, and organized Customer Service team member. You’ll be part of a busy, close-knit team. The position requires initiative, attention to detail, the ability to learn quickly, manage internal and external relationships, work with people at all career levels, and superb communication skills. This is an ideal position for a smart, motivated individual passionate about customer happiness and retention. You’ll look to ace your core responsibilities while taking on new projects that move (CalCPA) and your career forward.

  • Responsibilities:
    Your day-to-day may include one or all these things:
  • • Serving as the frontline communicator for CalCPA Education Foundation
  • • Develop new documented processes and procedures that continually measure customer experience, and demand on resources
  • • Assist with cross-training backup support
  • • Set SMART goals
  • • 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 team towards maximizing productivity
  • • Analyze, fulfill or accordingly route requests, issues, and inquiries across CalCPA
  • • Ensure a high-quality customer experience overall
  • • Establish and publish data-based dashboards and metrics to anticipate and manage daily volumes
  • Desired Skills and Experience
  • • General understanding of key member benefits and services for associations
  • • 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 presentation, verbal and written and communication skills
  • • Knowledge of Salesforce/case/ticketing system, Automated Call Distribution system and AMS reporting
  • • Familiarity with the CPA profession as well as CPE-related products, events, and services
  • • You have experience working with remote teams
  • • Ability to be flexible in response to changing priorities and needs
  • • Bachelor’s degree in administration, operations, business, communications, systems or related field highly desirable

  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