DEPARTMENT: Legal
POSITION: Legal & Ethics Assistant
Primary Purpose of Position:
The primary purpose of this position is to provide administrative support to our General Counsel and members of the Professional Ethics Committee, and to respond to inquiries regarding regulation and professional ethics. In addition, this position will help handle routine administration of a busy in-house legal department, with a heavy emphasis on contract administration and review, corporate housekeeping and governance, risk management and insurance support, research, and proofreading.
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 negotiation, execution, and processing of contracts.
- Provide support to organizations’ governing bodies by researching and drafting memoranda on a wide number of issues related to the accounting profession.
- Provide staff support to professional committees as needed
- Performs assignments on an as-needed basis in connection with day-to-day legal services in a non-profit environment.
- Handles management of approximately 85 – 129 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.
- 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, and additional support as needed.
- 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 either by 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.
Required Knowledge and Skills:
- Bachelor’s Degree essential.
- Excellent writing and proofreading/editing skills are essential.
- Strong attention to detail and organization.
- Ability to synthesize technical information.
- Must keep all information obtained on the job confidential.
- Must be responsive to members' needs, especially during an investigation.
Problem Solving/Decision Making:
Assisting with telephone inquiries, monitoring and following up on ethics cases can be very complex and problem-solving ability is required. The NYSSCPA and affiliates General Counsel, other professional staff, the Professional Ethics Committee, the Code of Professional Conduct, bylaws, Public Accountancy Handbook and the committee’s procedures manual are used as sources to respond to inquiries.
Communications:
Position requires strong communication and interpersonal skills. Ability to interact well with professionals of all levels within the organization and with vendors.
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.
DEPARTMENT: Membership
POSITION: Manager, Outreach
Primary Purpose of Position:
This position is responsible for developing and executing the department’s outreach strategy, with direction from Director, Membership Acquisition & Engagement. The Outreach Specialist will work to increase awareness of and participation in Society outreach programs and initiatives, to include NextGen; Diversity, Equity and Inclusion (DEI) Initiatives and Moynihan Scholarship Fund. The Outreach Specialist will oversee the Society’s initiatives to recruit and retain students, young professionals and
those from underrepresented groups through strategic initiatives outlined by senior leadership. He/She will also work with the marketing and communications teams (MarCom) to develop and deploy appropriate marketing campaigns and communication plans to foster growth, retention, awareness and donor support.
Duties & Responsibilities
- Develop and implement recruitment strategies and initiatives to help attract and retain Next Gen and student members
- Manage and enhance high school and college outreach through Career Opportunities in the Accounting Profession (COAP) and other NextGen initiatives
- Track COAP Alumni and ensure that they are invited to participate in NextGen activities and retain Society membership
- Develop, manage and enhance Young Leadership Circle Program to develop Society’s leadership pipeline
- Develop and execute fundraising strategy for Moynihan Scholarship Fund and Gala, to include individual and corporate donations, sponsorships and grants
- Manage recruitment, retention and engagement of education professionals at colleges and universities for Campus Liaison Program
- Develop and execute outreach events, to include career fairs, conferences and seminars
- Provide periodic updates to Director, Membership Acquisition & Engagement on key trends surrounding donor support and progress of initiative goals
- Develop, enhance and manage Society’s mentoring program, to include mentor recruitment, mentor/mentee pairing and technological enhancements
- Provide staff support to NextGen and D&I Committees and Moynihan Scholarship Fund Board of Trustees.
Staff support includes:
- Facilitating the creation of timely meeting agendas by committee chairs
- Attending meetings and taking minutes, if required
- Writing articles for Society publications regarding newsworthy matters of interest discussed at committee meetings
- Additional support as needed
- Other duties as assigned by Director, Membership Acquisition & Engagement
Knowledge & Skills
-
Requires a bachelor’s degree or equivalent experience
- Excellent communication, presentation writing and project and time management skills
- Ability to think and plan strategically
- Ability to work well independently and as a team member
- Experience in obtaining donations, sponsorships and grants
- Requires relationship management experience
Problem Solving/Decision Making
The Outreach Specialist is expected to act independently and handle issues that relate to the development and management of outreach initiatives. Any high level problems or issues that may arise should be directed to Director, Membership Acquisition & Engagement.
Communications
This position has extensive contact with NYSSCPA leadership, members, outside speakers and vendors, potential donors and sponsors, committee chairs and attendees.
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.
DEPARTMENT: Membership
POSITION: Membership Associate
Primary Purpose of Position:
This position is responsible for assisting in executing the department’s membership development plan, with direction from the Director, Membership Acquisition & Engagement. The Membership Associate will assist in the execution of membership growth strategies working with Chapter Relations Managers and Manager, Outreach & Development.
Duties & Responsibilities
Knowledge & Skills
Problem Solving/Decision Making
The Membership Associate is expected to act independently and handle membership issues that relate to recruitment of new members and retention of current members. Any high level problems or issues that may arise should be directed to Director, Membership Acquisition & Engagement.
Communications
This position has extensive contact with NYSSCPA leadership, members, outside speakers and vendors and committee chairs and attendees.
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.
- Requires a bachelor’s degree or equivalent experience
- Excellent communication, presentation writing and project and time management skills
- Ability to think and plan strategically
- Ability to work well independently and as a team member
- Experience in obtaining donations, sponsorships and grants
- Requires relationship management experience
- Recruitment & Retention:
- Assist in the execution of specific recruitment and retention strategies, and tactics to build a consistent and engaged membership
- Create and deploy membership surveys and evaluations with the assistance of Marketing & Communications Department
- Assist Manager, Outreach & Development in recruitment and management of education professionals at colleges and universities for Campus Liaison Program
- Attend chapter, member and college/university events as directed by Director, Membership Acquisition & Engagement
- Vendor Management:
- Manage technical resources used for outreach, development and recruitment events (i.e. Zkipster, Text-to-Give, etc.)
- Assist in the management of affinity programs and ensure vendors/partners information remains current on all Society marketing channels
- Program Support:
- Support Chapter Relations Managers in creating Chapter Digests, processing chapter events and other tasks when needed
- Manage 100% Membership Program and provide support to firms that are enlisted in the program
- Coordinate the online career center recruitment and retention for firms and other entities that post career opportunities
- 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
- Additional support as needed
- Other duties as assigned by Director, Membership Acquisition & Engagement
- Bachelor’s degree required
- Requires strong communication, writing, project and time management skills
- Considerable knowledge of membership recruitment and retention strategies and tactics
- Requires minimum of 3 years relationship management experience