Careers at OSCPA

The Association

The Ohio Society of CPAs (OSCPA) is recognized as a leading Ohio association that provides innovative advocacy, education and business solutions for a community of 85,000 CPAs and accounting professionals working in every sector across Ohio.

With a staff of 40+ and a $10 million operating budget, OSCPA is committed to creating a best-in-class workplace culture that welcomes and supports individuals from diverse backgrounds and life experiences, fosters innovation and promotes team collaboration.

We offer a competitive compensation and benefits package that includes: 401(k) with company match; health, life and disability insurance; a wellness program that includes fitness center memberships; a generous professional development program for staff; a generous vacation and paid time off package; flexible work schedules; and a telecommuting option upon eligibility and approval.

The Ohio Society of CPAs is an equal opportunity employer.

Applications are being accepted for the following position:

Information Technology Director

The Ohio Society of CPAs seeks an experienced professional to lead the organization to the next level of performance in its use of technology, data and information. The IT Director is responsible for all aspects of the organization’s information technology, working closely with all staff leaders of the organization to advance strategic objectives, driving value for members, customers, and the businesses they serve.

The IT Director will be business savvy, a proficient team leader and an effective communicator. S/he will lead the design and implementation of a comprehensive strategy for solutions-oriented services that meet the evolving needs of the association and marketplace. OSCPA offers a high-energy, flexible environment, with professional growth potential for the right individual.

Key Responsibilities:

  • Partner with the senior team on solutions to drive business value, engage customers, share knowledge on new approaches, resolve user challenges and assess marketplace obstacles and opportunities for success.
  • Run the information technology business of the organization, balancing supply and demand, ensuring reliability, security, performance, scope, timelines and budget to advance OSCPA’s strategic and operational goals and objectives.
  • Establish, implement and maintain organizational information technology and data governance policies and practices.
  • Provide leadership to the IT team, motivating, developing and retaining talent who can respond rapidly to the changing needs of the organization.
  • Raise the sophistication of users’ ability to leverage analytics to provide data-driven insights to frontline decision makers.
  • Develop mutually productive and accountable relationships with current and prospective partners to solve relevant challenges and accelerate ideas.
  • Scan the environment to understand current and emerging marketplace trends and advise on business impact.
  • Identify opportunities to position the association as a leader in solutions identification and implementation to create customer value.

Experience and qualifications

  • Bachelor’s degree in a related field
  • Minimum 7 years’ experience engaging across an organization to achieve successful business outcomes, including at least 3 years’ experience supervising an IT team
  • Demonstrated experience developing, implementing and measuring the success of technology initiatives to deliver on the organization’s mission
  • Current applied knowledge of network architecture, cloud environments, software development, project management and databases
  • Strong interpersonal, oral and written communication skills, including presentation, negotiation, and facilitation
  • Solutions orientation, with strong analytical, problem solving and listening capabilities
  • Able to anticipate, identify, analyze, and respond to market opportunities)

How to Apply:

Interested candidates should send resume and salary requirements to Laura Hay, executive vice president, The Ohio Society of CPAs, at Lhay@ohiocpa.com.


 

Project Manager

The Ohio Society of CPAs is seeking an experienced professional to lead the organization to the next level of performance to align and execute projects to its vision. The Project Manager is responsible for delivering the organization’s projects on time within budget and scope while working closely with all staff leaders to advance strategic objectives driving value for members, customers, and the businesses they serve.

 
The Project Manager will be business savvy, a proficient team leader and an effective communicator. S/he will lead the design and implementation of a comprehensive strategy for solutions-oriented services that meet the evolving needs of the association and marketplace. OSCPA offers a high-energy, flexible environment, with professional growth potential for the right individual.
 
Key Responsibilities:

  • Partner with the senior team on solutions to drive business value, engage customers, share knowledge on new approaches, resolve user challenges and assess marketplace obstacles and opportunities for success
  • Coordinate internal resources and third parties/vendors for execution of projects
  • Ensure that all projects are delivered on-time, within scope and within budget
  • Develop project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility
  • Ensure resource availability and allocation
  • Develop a detailed project plan to track progress
  • Use appropriate verification techniques to manage changes in project scope, schedule and costs 
  • Measure project performance using appropriate systems, tools and techniques
  • Report and escalate to management as needed
  • Manage the relationship with the client and all stakeholders
  • Perform risk management to minimize project risks
  • Establish and maintain relationships with third parties/vendors
  • Create and maintain comprehensive project documentation

Experience and qualifications:

  • Bachelor’s degree in a related field
  • Project management certification preferred
  • Minimum 3 years’ experience engaging across an organization to achieve successful business outcomes
  • Solid organizational skills including attention to detail and multi-tasking skills
  • Demonstrated experience developing, implementing and measuring the success of project management initiatives to deliver on the organization’s mission
  • Strong interpersonal, oral and written communication skills, including presentation, negotiation, and facilitation
  • Solutions orientation, with strong analytical, problem solving and listening capabilities
  • Able to anticipate, identify, analyze, and respond to market opportunities
  • Strong working knowledge of Microsoft Office

How to Apply:
Interested candidates should send resume, and salary requirements to Laura Hay, executive vice president, The Ohio Society of CPAs, at Lhay@ohiocpa.com.


 

Learning Manager, Accounting

The Ohio Society of CPAs seeks a Learning Manager, Accounting to manage a broad suite of learning products and services for CPAs working in Accounting, Auditing and Tax while supporting our mission of fostering CPA professional excellence. Our learning programs consist of 160+ seminars, 25+ conferences, 80+ webcasts, 150+ on-demand programs including micro-learning, 60+ contract training programs, and custom-designed blended programs.

From managing a robust learning portfolio to developing new, needs-based products, this position will have the opportunity to demonstrate a grasp of business and professional learning in a fast-paced and evolving work environment.

This position will manage activities and processes for learning needs identification, curriculum design, instructional design, program design, subject matter expert recruitment and coaching, and learning delivery-channel selection. This is a management position responsible for working with staff, advisory groups, and subject matter experts (SMEs) on the planning, execution and development of profitable, high-quality professional development and learning activities that participants, members, and companies value and support.

The successful professional will join a reorganized learning department focused on providing innovative learning programs that drive greater value to a diverse community of CPAs and accounting professionals.

Key Responsibilities:

  • Manage a learning portfolio including infrastructure for needs identification, curriculum design, instructional design, program design, subject matter expert recruitment and coaching, and learning channel selection.
  • Conduct research and scan the environment and competitive marketplace to monitor learning needs and identify opportunities to grow and update assigned portfolio
  • Identify and recruit experts to serve on our advisory taskforce, ensuring OSCPA leverages a depth and breadth of expertise from the marketplace
  • Manage taskforce resources to drive identification of relevant trends, topics, content leaders, segment needs and learning objectives
  • Establish learning curriculum(s) for portfolio segments and work with Learning Director & Operations Team in design and implementation
  • Identify and recruit subject matter experts (SMEs) to design, develop, and deliver learning activities, programs, products, and/or services
  • Work with SMEs to refine the target audiences learning need(s), and most appropriate delivery channel
  • Lead and coach SMEs to incorporate adult learning principles and practices to increase the value and effectiveness of learning programs
  • Select and maximize learning distribution channels (seminars, conferences, workshops, webcasts, webinars, on-demand, micro-learning, other/new.)
  • Review data from subject matter expert evaluations, and product performance metrics and drive appropriate actions to continue to move the learning function forward.
  • Monitor asynchronous courses in assigned portfolio for relevance, expiration date, or updates needed (ex. on-demand learning products)
  • Ensure compliance with national and state continuing professional education regulations.

Assigned Portfolios & Segment Examples

  • Accounting and Tax Public Practice Audience Segments
  • Audit/Assurance Services
  • Financial Accounting & Reporting (e.g. FASB, GASB)
  • Audit and Attest (e.g., SSAE, SARS, Cybersecurity, Sustainability)
  • Specialized Knowledge (Fraud, COSO, Mergers & Acquisitions, etc.)
  • Specialty Audit and Tax Segments (e.g. Employee Benefit Plans, Healthcare, Government, Non-Profit)
  • Tax Planning and Compliance
  • Non-traditional Tax Consulting (e.g., PFP, BV)

Required

  • Certified Public Accountant in good standing
  • A Bachelor’s degree from an accredited university, or equivalent educational experience.
  • Experience presenting technical topics to individuals of varying levels of competency
  • Ability to analyze and understand complex and diverse segments and proactively design responses to meet market demands
  • Superior organizational and communication skills (oral and written) are required. Must be able to build and maintain relationships with a diverse group of people, lead one-one-one and small group discussions, and drive difficult conversations to successful outcomes. Must communicate and manage effectively in an environment experiencing constant disruption to fundamental business models.
  • Ability to manage multiple projects simultaneously, track deadlines & milestones and communicate status while also being attentive to details.
  • Commitment to excellence in customer service
  • Knowledge and proficiency in current Windows operating systems, current Microsoft Office products, and general knowledge of customer database applications
  • Available for mostly in-state travel, some evenings and some weekends
  • Comfortable working independently and in a team environment; maintaining a professional presence and representing OSCPA at learning events.

Preferred

  • Three, or more, years of experience in working with Subject Matter Experts to service client portfolios, including defining desired outcomes, identifying solution requirements and constraints, and developing and delivering solutions to address identified needs
  • Three, or more, years of experience communicating technical information to staff and clients in formats and methods that facilitate understanding of the requirements of its application to their particular situations.
  • Demonstrated responsibilities for supervising and developing talent using learning tools and resources.

How to Apply:

Interested candidates should send resume and salary requirements to Tiffany Crosby, CPA, MBA, CTP, director, learning, The Ohio Society of CPAs, at TCrosby@ohiocpa.com.