Senior Technical Manager - Firm Services G400

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SUMMARY      

Serve as subject matter expert on firm practice management issues such as staffing, practice growth, and succession and how they relate to different firm sizes.  Maintain strong knowledge of firm practice management and technical competencies such as auditing and attestation (A&A), write-up, tax, consulting and specialties.  Interact with committees and contribute to the execution of PCPS strategic initiatives.  Interact with members and represent and develop Private Company Practice Section (PCPS) member benefits, practice tools and resources for members.  Monitor the profession, member’s top concerns and lead in solution and opportunity identification for PCPS members. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

·      Lead the development and relationship with the G400 Practice Advisory Group, G400 reps and all G400 firms, including meeting success metrics and overall satisfaction with G400 visits and the annual G400 meeting

·      Develop, review and/or adjust targeted content and tools for PCPS members, including a Resource Center to support PCPS members with staffing issues (PCPS Human Capital Center), and/or support to PCPS members with growing their practice (PCPS Practice Growth Center).

·      Serve as staff liaison for committees and task forces, including meeting planning and facilitation, minute and action item management, coordination of committee activities and ensuring committee and task force satisfaction.  

·     Participate in the portfolio process by identifying, gathering information and collaborating with others regarding member needs and provide differing firm size perspective.

·     Serve as subject matter expert in publications and communications, including reviewing and providing final approval on articles and publications related to firm practice management.

·     Work independently to develop, produce and/or review content for tools/resources and review marketing and member messaging to ensure consistency and alignment with value propositions for various firm size segments.

·     Oversee and deliver consistent, timely member service, including responses to member inquiries; assist with providing guidance and responses to internal and external inquiries, e.g. technical questions, practice management questions, product development, advocacy issues.

·     Review communication and web trends to analyze member needs and respond; plan topics and timing of publications and maintain web content.

·     Assign staff liaisons for committees and task forces, including meeting planning and facilitation, minute and action item management and ensuring committee and task force satisfaction; participate as necessary.

·     Continue to build upon the relationships developed and partner with key influencers and key constituencies such as Firm Groups, State Societies, Firm Associations and SBA in meeting member needs and promoting PCPS supportive tools.

·     Monitor, conduct research and participate in advocacy efforts, including identifying advocacy issues.

·     Manage and attend firm leader networking groups for various size firms as the subject matter expert in practice management

·     Manage and perform regular webcasts and podcasts on CPA firm practice management topics

·     Bring ideas and observations to the PCPS team and committee for consideration and provide conference and education input.

·     Build relationships with applicable AICPA teams, such as Business & Industry and Academic & Career Awareness, ML&C, state societies and related CPA associations.

·     Keep current on developments in the accounting profession both nationally; monitor and stay abreast of hot topics and emerging issues in the profession and what it means for different firm sizes. 

·     Lead others on projects, monitor and assign work; coach and mentor others and develop work plans as needed.

·     Demonstrate a global perspective of PCPS projects by taking a broader, more critical view of projects, by seeking to understand the links and potential synergies between the individual projects, those of the entire PCPS/Firm Services team and other AICPA teams and work together to support AICPA overarching goals; and by scanning the environment and profession trends to determine their impact on PCPS team projects and mission of PCPS.

•         Demonstrate leadership of direct reports by providing proper coaching and setting direction for projects and determine strategy and action items. 

·    Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES

•          None