NYSSCPA Jobs

Education Director | Grant Writer | Membership Manager  | Paralegal & Ethics Assistant
Director, Professional & Technical Resources| Learning Coordinator | Office Operations Manager 

DEPARTMENT: FAE

POSITION: Education Director

Primary Purpose of Position:

The Director of Education will be responsible for overall program development, administration, and supervision of all education programs of the NYSSCPA across New York State. S/he will develop and oversee the implementation of the NYSSCPA New Education Strategy and Action Plan, including curriculum and assessments, and will be a key liaison between NYSSCPA and other State Societies regarding education matters. The Director works closely with the FAE Trustees and committees on strategy, curriculum, and performance.

Reporting directly to the Chief Operating Officer, the Director of Education works closely with the Marketing Team to develop a sales and marketing strategy that generates revenue for the Education Program, and partners with the Membership Team to identify and deliver joint programs that meet the members’ needs. This position requires a thorough knowledge of adult learning, continuing professional education (CPE) market, the ability to research and develop solutions and services the NYSSCPA can offer, and awareness of the organization’s competition.

Duties and Responsibilities:

• CPE Program Delivery and Oversight
• New Business Development
• Research and Development
• Management

Required Knowledge and Skills:

• Master’s degree preferred.
• 7-10 years management experience with budgetary and financial knowledge.
• Certification such as Certified Meeting Professional (CMP), Certificate in Meeting Management (CMM), Certified Association Executive (CAE), etc., preferred, but not required.
• Certified Public Accountant license a plus.
• Minimum of 5 years B2B sales and marketing experience of education programs.
• Experience in instructional design methodologies, adult learning, corporate training or curricula/courseware development.
• Excellent oral and written communication, negotiation, and customer service skills.
• Ability to work in a team environment and independently.
  • Strong decision-making abilities.
• Attention to detail and strong organization skills.
• Knowledge of Microsoft Office Suite and database management.
• Ability to multi-task and meet deadlines.

Problem Solving/Decision Making:

Resolves problems that may arise with authors, vendors, hotel administrators, or course structure. Mediates between members and staff regarding course status, course discrepancies and cost. Makes decisions with respect to cost effectiveness of courses and site locations. Resolves issues regarding travel arrangements and reimbursement for speakers. Intervenes when deadlines are missed with respect to course development and promotion. Handles all high level Operations situations and makes informed decisions that would be in the best interest of the NYSSCPA and FAE. Resolves minor problems regarding education technology systems, and escalates to the IT department as needed. Participates in the decision-making regarding education systems and technology needs of the department.

Communications:

The Director of Education communicates with the FAE Trustees, Committees, Staff Executive Team, Department Directors, vendors, authors, members, clients and Society Staff as it relates to the design, development and implementation of education programs.  The Director of Education also attends and presents at meetings with the FAE Board of Trustees, as it relates to the management and administration of the Foundation.

Following extensive monitoring, research, and advice from internal and external experts, the NYSSCPA has required all full-time and part-time employees to receive the COVID-19 vaccine as a condition of employment as of September 13, 2021.  “Fully vaccinated” is defined as both doses of the Pfizer or Moderna vaccine and a booster shot.  Anyone unable to be vaccinated, either because of a medical condition or disability or a sincerely held religious belief, can request a reasonable accommodation.  Successful applicants for this position must be fully vaccinated against COVID-19 per the above policy.  Mandatory vaccinations support the NYSSCPA’S commitment to making our workplace and public events as safe and welcoming as possible. 

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties as requested by their director, manager or supervisor. 

Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently. This position is hybrid and time will be split between remote work and the Manhattan office and event locations. All candidates should reside in the tri-state area and within commuting distance to 14 Wall Street in Manhattan.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. 

The salary range is $98,900.00 - $138,500.00 with a competitive 401(k). The New York State Society of Certified Public Accountants is an equal opportunity employer and offers competitive salaries, professional growth opportunities, and a comprehensive selection of benefits. 

If you are interested in applying for this position, please send a cover letter and resume to hr@nysscpa.org. Please include “Director of Education” in the subject line. 

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DEPARTMENT: FAE

POSITION: Learning Coordinator

Primary Purpose of Position:

The primary role of Learning Coordinator is to manage the online learning product offerings for the Foundation for Accounting Education (FAE). This position is responsible for maintenance and expansion of the online continuing professional education (CPE) course catalog and the sales of these products and services.

Problem Solving/Decision Making:

The Learning Coordinator is expected to inform the Business Development Specialist immediately whenever a potential or active problem or situation arises which could adversely affect the department or the Society/FAE.

Communications:

The Learning Coordinator primarily interacts with members, committees, speakers, trainers, vendors and staff.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties as requested by their director, manager or supervisor. 

Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently. This position is hybrid and time will be split between remote work and the Manhattan office and event locations. All candidates should reside in the tri-state area and within commuting distance to 14 Wall Street in Manhattan.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. 

The salary range is $45,800.00-$52,700.00 with a competitive 401(k). The New York State Society of Certified Public Accountants is an equal opportunity employer and offers competitive salaries, professional growth opportunities, and a comprehensive selection of benefits. 

If you are interested in applying for this position, please send a cover letter and resume to hr@nysscpa.org. Please include “Learning Coordinator” in the subject line

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DEPARTMENT: Human Resources

POSITION: Office Operations Manager

Primary Purpose of Position:

The primary purposes of this position are to manage all aspects of mailroom functions, handle event operations of conferences and seminars, and assist in the maintenance and operation of office premises.

Duties & Responsibilities

• Perform all typical mailroom functions, including the internal and external receiving, sorting, distribution and posting of mail and parcels; maintaining office copiers and faxes, operating Pitney Bowes postage and folder/inserter machines, and tracking of FedEx packages online.
• Take the lead in the daily maintenance of office premises and equipment, including seminar/committee rooms, as well as the employee kitchen and pantry.
• Inputting work orders regarding office issues/concerns from employees. (Temperature issues, Servicing of restrooms, exterminating, reporting issues to vendors, replacing equipment).
• New hire setup- Adding new employees to the building access card, inputting work orders to building security, creating name labels for cubicles/offices.
• Handle all event operations of conferences and seminars including the set up and take down of chairs, tables, food/beverage, and other equipment as required.
• Coordinate with HR to set up monthly/quarterly office-staff events (birthdays, holidays, take your children to work day, Holiday party)
• Handling catering for the board and executive committee meetings.
• Assisting HR, with company events, and initiatives. (Employee perks, events, guidelines, staff outings, etc.)
• Provide support and troubleshooting during events.
• Check in with members to ensure customer satisfaction.
• Serve as liaison between the building’s assistant manager, event vendors, office supply vendors, building cleaning services, and other office operations related service providers.
• Assist the IT Department with phone system management.
• Incumbent is expected be able to work under pressure.
• Monitoring office supplies and ordering new stationery, furniture, appliances, and other electronics as required.
• Reporting office progress to senior executive team and working with them to improve office operations and procedures
• This position is hybrid and would require being in the office.

Knowledge and Skills

• Requires a college degree.
• High volume hands on experience with office equipment and office maintenance.
• Experience working with and building relationships with vendors.
• The ability to work under pressure, organized, detail oriented with good recordkeeping skills.
• The ability to effectively focus and execute on priorities.
• Ability to effectively build team spirit and support team environment.
• Ability to follow directions well and complete tasks as assigned on a timely basis.
• Individual must be able to operate ordinary mailroom equipment.
• 3-5 years’ experience in event operations management.

Problem Solving/Decision Making:

This position requires minor problem solving on a daily basis.  Any major issues or problems that may arise should be directed to the Human Resources Director for assistance.

Communications:

This position primarily interacts with members, vendors; and personnel from postal and office equipment service providers, building cleaning services and other office maintenance providers.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties as requested by their director, manager or supervisor. 

Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently. This position is hybrid and time will be split between remote work and the Manhattan office and event locations. All candidates should reside in the tri-state area and within commuting distance to 14 Wall Street in Manhattan.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. 

The salary range is $65,000.00-$78,000.00 with a competitive 401(k). The New York State Society of Certified Public Accountants is an equal opportunity employer and offers competitive salaries, professional growth opportunities, and a comprehensive selection of benefits. 

If you are interested in applying for this position, please send a cover letter and resume to hr@nysscpa.org. Please include “Operations Manager” in the subject line.

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DEPARTMENT: Moynihan Scholarship Fund (MSF)

POSITION: Grant Writer (Part-time)

Primary Purpose of Position:

The Grant Writer will participate in the strategic planning, budgeting, development for grants, and fund raising. This position is responsible for all phases of grants development, evaluation, and compliance, including research, pre-award grant writing, the coordination of grant applications, post award support for grant-funded projects, managing the grant reporting process and successfully closes out grant projects with final budget and report outcomes to stakeholders.

The Grant Writer will actively research and pursue prospective public and private funding sources, while developing relationships with potential funders. This position will coordinate with fund personnel, and other stakeholders as necessary.

Duties and Responsibilities:

1. Performs internal reviews of institutional needs, collects and gathers program data, and assesses the feasibility of obtaining external funding for project and program proposals.

2. Investigates local, state, federal, private, foundation, and corporate sources of funds. This includes reviewing materials, listservs, meetings, telephone contacts, and correspondence.

3. Develops and maintains an internal grant application process.

4. Develops and maintains a grant management system for funded grants that includes report due dates, budget adherence, and any other grant requirements.

5. Develops and maintains a library of information on funding sources, grant writing, and community and state data relevant to the foundation's programs and services.

6. Collaborates with fund personnel to gather input for all projects and comply with requests for data and other information.

7. Coordinates, develops, and processes grant applications from conceptual to submission stage while working closely with staff throughout all phases.

8. Manages multiple projects and priorities including searching for funding sources, writing proposals, managing existing grants, reporting to stakeholders, and working on special projects.

9. Cultivates a network of dedicated donors and volunteers, and form strong relationships with external stakeholders

10. Plan fundraising initiatives to help the organization meet financial goals.

Qualifications

The items below are representative of the knowledge, skills, abilities, and experience required or preferred. This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.

Skills and Abilities:

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties as requested by their director, manager, or supervisor.

To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently. This position is hybrid and the candidate will be able to work both from home and from the office at 14 Wall Street. All candidates should reside in the tri-state area and within commuting distance to 14 Wall Street in Manhattan.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.

This position has a salary range of $30,780-$40,020, with a competitive 401(k). The New York State Society of Certified Public Accountants is an equal opportunity employer and offers competitive salaries, professional growth opportunities, and a comprehensive selection of benefits.

Following extensive monitoring, research, and advice from internal and external experts, the NYSSCPA has required all full-time and part-time employees to receive the COVID-19 vaccine as a condition of employment as of September 13, 2021. “Fully vaccinated” is defined as both doses of the Pfizer or Moderna vaccine and a booster shot. Anyone unable to be vaccinated, either because of a medical condition or disability or a sincerely held religious belief, can request a reasonable accommodation. Successful applicants for this position must be fully vaccinated against COVID-19 per the above policy. Mandatory vaccinations support the NYSSCPA’S commitment to making our workplace and public events as safe and welcoming as possible.

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DEPARTMENT: Membership

POSITION: Membership Manager (Recruitment)

Primary Purpose of Position:

The Membership Manager (Recruitment) is responsible for the acquisition and onboard of new members in ways that ultimately lead to securing and expanding the membership base. This position will successfully accomplish membership goals through working creatively and strategically with NYSSCPA leadership and staff, especially Chapters, Marketing & Communications Department (MarCom), and Foundation for Accounting Education (FAE).

Duties and Responsibilities:

• Create and implement strategies to increase membership in alignment with the Society strategic plan.
• Develop and oversee the orientation and onboarding of new members.
• Enhance and maintain the new member experience by evaluating current membership resources, communications and benefits.
• Manage all aspects of membership recruitment, including monitoring of programs budget
• Develop recruitment strategies and launch new initiatives to help attract new members with special emphasis on struggling member segments i.e. NextGen, associate industry/non-CPA, etc.
• Manage and maintain Chapter relations, communications, events, and strategic alignment with designated chapters (Upstate).
• Collaborate with MarCom on design, content and branding issues for all pieces related to recruitment.
• Provide exceptional customer service to members and prospective members. Handle inquiries by phone, mail and email.
• Obtain prospect lists via Career Center, trades with or announcements from other organizations or purchased/rented lists. Update and add information on prospects into the database.
• With Data Management analyze prospect data, and maintain accurate and up-to-date reports, records, and information management.
• Contact propects to promote Society membership and its benefits.
• Inform new members of the society's offerings with regard to committees, chapters other and benefits to get them involved/engaged.
• Collaborate with FAE on NYSSCPA and Chapter educational events.
• Manage recruitment programs and events:
  • MentorMatch
  • New CPA Inauguration
  • Chapter social/recruitment events
  • Emerging Leaders Awards
• Provide staff support to designated Society committees.
• Additional duties as assigned by the Membership Director.

Qualifications:

The items below are representative of the knowledge, skills, abilities, and experience required or preferred. This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment. Managers perform a variety of technical and specialized work activities with considerable scope and complexity. They mostly work independently to lead projects and programs, while working collaboratively with supervisors, advising them on progress and on matters that are controversial or have broader organizational impacts. Their work is generally reviewed after completion. Managers may supervise support staff.

Knowledge and Skills:

• Requires bachelors’ degree.
• Minimum of five years’ experience.
• Able to work successfully both independently and collaboratively in a team environment.
• Demonstrated experience in association work or working with committees, chapters and volunteers.
• Ability to establish and maintain effective relationships with others as a negotiator.
• Requires strong communication and writing skills.
• Considerable knowledge of organizational, project and time management skills.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties as requested by their director, manager or supervisor.

Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.

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DEPARTMENT: Legal

POSITION: Paralegal & Ethics Assistant

Primary Purpose of Position:

The primary purpose of this position is to assist our General Counsel and help handle routine administration of a busy in-house legal department, with a heavy emphasis on contract administration and review, corporate housekeeping, risk management and insurance support, governance assistance, research and proofreading, and to provide administrative support to members of the Professional Ethics Committee. The paralegal will also be called upon to provide support to professional committees of the organization when needed, including minute taking and other tasks.

Duties and Responsibilities:

• Perform initial departmental review of organization contracts with hotels, caterers and other vendors, and coordinate with counsel and staff with respect to the negotiated contracts.
• Perform all corporate housekeeping responsibilities including, but not limited to organizing corporate minute books for the NYSSCPA and its affiliated entities, drafting corporate resolutions and annual bank documentation and taking meeting minutes.
• Provide support to organizations’ governing bodies by researching and drafting memoranda on a wide number of issues related to the accounting profession.
• Coordinate the filing of organizational insurance applications and claims.
• Provide staff support to professional committees as needed.
• Respond to litigation discovery requests as needed.
• May be called upon to staff task forces of the Board or Executive Committee, and to coordinate legal assignments with outside counsel and organization leaders.
• Performs assignments on an as-needed basis in connection with day-to-day legal services in a non-profit environment.
• Provides staff support to one or more NYSSCPA committees. Staff support includes facilitating the creation of timely meeting agendas by committee chairs, attending meetings and taking minutes, writing articles for Society publications regarding newsworthy matters of interest discussed at committee meetings, and additional support as needed.
• Handles management of approximately 80 – 130 ethics matters.
• Monitor status of ethics matters and follows up with the NYSSCPA Ethics committee and the AICPA as needed.
• Draft letters of required corrective action and settlement agreements.
• Follow up with investigators for approval and committee chair’s signature. After receiving chair’s signature, draft transmittal letters to respondents.
• Take minutes of Professional Ethics Committee meeting and distribute to committee members.  Follow up on activities that may result from decisions made at a meeting (e.g. referral to a trial board, suspension of member through issuance of a settlement agreement, letter of required corrective action, scheduling special meetings for a task force, providing support with an ongoing investigation, etc.)
• Maintain all department files. These include all contracts, ethics investigations, and administrative files.
• Respond to complaints against Society members that are received by either mail or telephone.  Determine Society membership via the Association Manager.  Advise the complainant on procedures taken in an investigation.
• Prepare files for transmittal to AICPA Ethics Division (for concurrence on settlement agreements, letters of required corrective action, trial board).
• Act as liaison between the AICPA and the Society when cases are being investigated.  Must be familiar with all procedures including concurrence, trial board, settlement agreements, etc.  
• Track and maintain communication with AICPA regarding status and disciplinary action on cases being investigated by the AICPA (continuing professional education, and pre-issuance reviews) until completion of said action and until the file is closed.

Knowledge and Skills:

• Bachelor’s Degree essential.
• CAP- OM certification preferred.
• IAAP CAP certification preferred.
• 5-7 years experience as a legal assistant in a law firm or in-house law department of a corporation (for-profit or not-for-profit). Other non-legal experience also considered.
• Excellent writing and proofreading/editing skills are essential.
• Strong attention to detail and organization.
• Ability to interact well with professionals of all levels within the organization and with vendors.
• Ability to synthesize technical information.
• Collaborative work style.

Problem Solving/Decision Making:

The Paralegal will need to make decisions when developing internal procedures and controls for the administration of a busy law department. Assisting with telephone inquiries, monitoring and following up on ethics cases can be very complex and problem-solving ability is required.  

Communications:

Position requires strong communication skills. The paralegal will interact with staff and leaders at all levels of the organization.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties as requested by their director, manager or supervisor. 

Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently. This position is fully remote and the candidate can be based anywhere in the United States.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. 

This is a non-exempt position with a salary range of $56,500.00 - $67,900.00 with a competitive 401(k). The New York State Society of Certified Public Accountants is an equal opportunity employer and offers competitive salaries, professional growth opportunities, and a comprehensive selection of benefits. 

If you are interested in applying for this position, please send a cover letter and resume to hr@nysscpa.org. Please include “Paralegal and Ethics Assistant” in the subject line. 

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DEPARTMENT: Professional & Technical Resources

POSITION: Director, Professional & Technical Resources

Primary Purpose of Position:

The primary purpose of this position is to oversee the Society’s programs related to member professional competency goals through oversight of 60 technical committees, the technical areas of the website, the process for comment letters to regulatory and other authorities, the TaxStringer e-publication, the technical helpline and other related functions.

Duties and Responsibilities:

• Review and analyze committee design, structure and attendance.
• Market the technical committees and create recruiting techniques to attract volunteers from CPA firms, industry, retail, and corporations to sit on the committees that are germane to their industry.
• Recruit committee chairs.
• Assign staff to serve as committee liaisons for respective committees.
• Coordinate the committee calendars for each fiscal year.
• Respond to staff, CPAs and other professionals’ inquiries regarding committee assignments, committee services and the various types of committees.
• Confer with committee chairs and the CEO and make any necessary changes with respect to committee assignments, committee structure, committee content, etc.
• Serve as the point person for the Vice President of Committees and the A&A and Tax Division oversight committees.
• Handle special projects as assigned by the CEO and the Board of Directors.
• Attend various Society functions and meetings of regulatory bodies in an effort to keep abreast of the changing issues in the profession so that specific committees, task forces or resources can be created to address these issues if appropriate.
• Monitor and analyze trends of the profession and committees as they relate to committee longevity, committee size and content, need for new committee and need for professional resource content .
• Organize tax and other legislative projects and research with the CEO, government relations manager and the Legislative Task Force.
• Oversee the functioning of the technical helpline.
• Oversee the content of the technical resource pages of the website and develop new content in response to evolving professional matters.
• Manage the Comment Letter process, including identification of issues, coordinating with drafting committees, review and editing of letters and managing the review process with the VP of Professional Issues.
• Oversee the production of the TaxStringer e-publication, including top-level review of quality of articles submitted for publication.
• Liaise with relevant technical leaders of the AICPA.
• Support the Membership Department in recruiting efforts through the promotion of committees, the Helpline, comment letters and other resources.
• Support the FAE is their selection, evaluation of relevancy and promotion of proposed CPE.

Knowledge and Skill:

CPA required for this position. This position must have excellent communication, inter-personal, and organizational skills, be able to set priorities, juggle more than one task, and be a team player.

Problem Solving/Decision Making:

This position will receive numerous technical and policy inquiries from members in various settings.  The person in this position needs to present sound judgment, initiative, responsiveness, and a member-service orientation.

Communications:

This position would interact primarily with members, chairpersons, society officers, staff directors, managers and other professionals.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties as requested by their director, manager or supervisor. 

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty proficiently. This position is hybrid and time will be split between remote work and the Manhattan office and event locations. All candidates should reside in the tri-state area and within commuting distance to 14 Wall Street in Manhattan.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. 

The salary range is $145,400.00-185,200.00 with a competitive 401(k). The New York State Society of Certified Public Accountants is an equal opportunity employer and offers competitive salaries, professional growth opportunities, and a comprehensive selection of benefits. 

If you are interested in applying for this position, please send a cover letter and resume to hr@nysscpa.org. Please include “Director, Professional & Technical Resources” in the subject line.