DEPARTMENT: FAE
POSITION: Professional Education Specialist (Seminars)
Primary Purpose of Position:
The primary purpose of this position is to take a leadership role in the planning, developing and organization of seminars. The Professional Education Specialist oversees seminars program to ensure they are created for the members and finance professionals to assist them in meeting educational requirements as well as to keep them abreast of the changing needs within the profession. This person is also cross-trained to have an understanding of other program areas such as conferences, virtual learning and on-site training.
Duties and Responsibilities:
a. Schedule courses in New York State, the FAE Learning Center, and online as approved by the Education Director.
b. Coordinate with content vendors, developers, caterers, and facilities.
c. Create events in database and ensure the accuracy of information.
d. Collaborate with Marketing Department to develop a marketing plan.
e. Ensure seminar revenue and expenses are in line with the budget.
a. Assist in securing function space by conducting site visits.
b. Serve as manager of events to ensure all logistical details, including room set-up, A/V needs, meal selection and anticipated guarantees, etc.
c. Review and prepare contracts for manager approval and processing.
a. Coordinate travel and hotel arrangements when needed.
b. Maintain appropriate and timely communication with speakers and vendors.
c. Ensure content technical review and approval is coordinated with chairperson/committee for FAE-owned programs.
d. Create and retain digital files of all CPE Sponsor required documentation.
a. Ensure the performance of the following duties:
i. Registration, collection of evaluations, distributions of CPE verifications and speaker gifts, etc.
ii. Provide speakers with overall support as needed and process CPE credit forms and gift, thanking them for their participation in the event.
iii. Address onsite and online issues pertaining to the program.
a. Provide updated rosters to Customer Service for attendance reconciliation.
b. Review all associated program expenses and route for approval and processing.
c. Prepare program evaluation results and forward to the vendor and speaker.
d. Ensure that permanent files for the presentation are complete for proper documentation and are in compliance with CPE standards.
e. Continuously look for ways to improve the efficiency, member participation, costs, and overall success of seminars by providing post-seminar performance feedback to vendors/speakers and recording lessons-learned.
f. Prepare budgetary reports on seminars as needed.
- Provide staff support to one or more Society 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.
Required Knowledge and Skills:
- Bachelor’s degree required.
- Meeting planning certificate a plus.
- Minimum of 5 years event planning experience.
- Attention to detail and strong organization skills.
- Strong communication, negotiation, customer service skills.
- Ability to work in a team environment and independently.
- Knowledge of Microsoft Office Suite and database management.
- Ability to multi-task and meet deadlines.
Problem Solving/Decision Making:
Over the course of the seminar planning process, the Professional Education Specialist is expected to inform the Education Director immediately whenever a potential or active problem or situation arises which could adversely affect the department or the Society/FAE.
Communications:
The Program Education Specialist primarily interacts with members, vendors, event facilities and hotel personnel, speakers, trainers, 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 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.
This is exempt position with a target salary 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 “Professional Education Specialist (Seminars)” in the subject line.
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.
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.