Manager - Firm Services

American Institute of Certified Public Accountants; Durham (NC); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid time off

Parental leave

Employee assistance program

Job summary

American Institute of Certified Public Accountants is seeking a Manager in Firm Services to develop and oversee firm practice management resources for PCPS members. You will engage with committees, promote member benefits, and support engagement strategies across CPA firm constituencies.

The role reports to the Director - Firm Services and offers a hybrid work schedule. Qualified candidates have a Bachelor's degree in accounting/finance and 5+ years in a CPA or professional services firm, with

Qualifications

• Bachelor's degree in accounting, finance or related field.
• 5+ years' related experience in a CPA or professional services firm.
• Public accounting experience, including knowledge of CPA–client relationships and a commitment to staying current on evolving issues affecting CPA firms.
• Relevant experience at the Association or a State CPA Society is taken into consideration as an alternative to work in a professional services firm.

Responsibilities

• Develop, update, and manage PCPS firm practice management resources, tools, surveys, guides, podcasts, networking groups, and member-facing initiatives.
• Manage projects from planning through execution.
• Improve resources based on member needs, feedback, and market trends.
• Collaborate with internal teams to deliver and promote Firm Services offerings.
• Support engagement strategies for key CPA firm constituencies, including Major Firms Group, G400, and Small Firms.
• Build relationships with firm leaders, members, and committee members.
• Plan and support meetings, update calls, outreach, follow-ups, and communications.
• Gather firm insights to inform Firm Services priorities.
• Represent Firm Services at conferences, meetings, and member events.
• Promote PCPS resources and Firm Services initiatives.
• Monitor trends, emerging issues, and developments affecting CPA firms.
• Share insights and incorporate them into resource and engagement planning.

Education

Bachelor's degree in accounting, finance or related field

Job description

Job Description - Manager - Firm Services (26000049)

Job Description

Description

About the Role:

You will provide a CPA firm perspective in developing and overseeing development of firm practice management resources that help firms address common practice management challenges. Stay informed about developments in public accounting and members’ top concerns to proactively identify solutions and resources for Private Company Practice Section (PCPS) members. Engage with committees and members, contribute to PCPS strategic initiatives, and represent PCPS to promote member benefits, tools and resources.

Support AICPA strategies to increase engagement with CPA firms, driving awareness of opportunities in the profession and AICPA resources that foster firm success, volunteerism and advocacy.

You will report to the Director - Firm Services - as an individual contributor and have a hybrid work schedule.

You Will:

PCPS Resource and Program Management

Develop, update, and manage PCPS firm practice management resources, tools, surveys, guides, podcasts, networking groups, and member-facing initiatives.

Manage projects from planning through execution.

Improve resources based on member needs, feedback, and market trends.

Collaborate with internal teams to deliver and promote Firm Services offerings

Support engagement strategies for key CPA firm constituencies, including firm size specific groups such as the Major Firms Group (Top 100), G400 (Firms 101 to 500) and Small Firms

Build relationships with firm leaders, members, and committee members.

Plan and support meetings, update calls, outreach, follow-ups, and communications.

Gather firm insights to inform Firm Services priorities.

Conferences and External Representation

Represent Firm Services at conferences, meetings, and member events.

Promote PCPS resources and Firm Services initiatives.

Profession and Market Awareness

Monitor trends, emerging issues, and developments affecting CPA firms.

Share insights and incorporate them into resource and engagement planning

Qualifications

You Have:

Bachelor's degree in accounting, finance or related field

5+ years' related experience in a CPA or professional services firm.

Public accounting experience, including knowledge of CPA–client relationships and a commitment to staying current on evolving issues affecting CPA firms

Relevant experience at the Association or a State CPA Society is taken into consideration as an alternative to work in a professional services firm

How We Support You:

We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.

We offer benefit options in and out of the workplace, including healthcare, retirement, paid time-off, parental leave, an employee assistance program. We provide resources that support your mental health, and evolve our offerings to meet your needs. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family and your lifestyle.

We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.

About Us:

At The Association, a Great Place to Work-Certified company, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

The Annual Salary Range for this role is: $100,000- $115,000

Please note, this is a standard range and exact compensation may vary based on experience and location. If you'd like to understand more on the salary range, please contact [e-mail]

While this role can work remotely in the US, please note that we are unable to employ individuals in the state of California.