Manager - Firm Services

We need to output HTML fragment only, with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading with filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting. Content: - About the Role: paragraph describing role. - You Will: bullet list of responsibilities (PCPS Resource and Program Management, Firm Segment Engagement, Conferences and External Representation, Profession and Market Awareness). Each with sub-bullets. - You Have: qualifications: Bachelor's degree..., 5+ years' related experience..., Public accounting experience..., 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: benefits description (flexibility, global diverse team, benefit options, healthcare, retirement, paid time-off, parental leave, employee assistance program, mental health resources, flexible options, learning opportunities). This is benefits. - About Us: description of organization (maybe not needed? It's substantive but not a required heading; could be included as About the role? Actually "About Us" is not one of the allowed headings; we could maybe incorporate into About the role? But we should not create extra headings not listed. The allowed headings are limited to those. We could put About Us content under About the role? But that might be mixing. However we can omit if not fitting headings. The instruction: "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples but we should use those headings when appropriate. It also says "include a section ONLY when the posting has real, specific content for it". So we can include sections for About the role, Responsibilities, Requirements (maybe same as Qualifications?), Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. We have: - About the role: yes. - Responsibilities: yes (You Will). - Requirements: maybe not separate; we have Qualifications (You Have). Could treat Requirements as same as Qualifications? But we have both Requirements and Qualifications as possible headings. The posting has qualifications (education, experience). Could map to Qualifications. Requirements maybe not present distinct; we could omit Requirements if no distinct content. - Skills: not explicitly listed; maybe implied but not specific. Could omit. - Benefits: yes (How We Support You). - Pay: yes (Annual Salary Range). - Schedule: yes (hybrid work schedule mentioned in About the Role: "You will report to the Director - Firm Services - as an individual contributor and have a hybrid work schedule." Also later: "While this role can work remotely in the US, please note that we are unable to employ individuals in the state of California." That's location restriction, not schedule. So schedule: hybrid work schedule. Thus we will include sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. We should not include Requirements or Skills if no specific content. Now we need to format. - About the role: paragraph(s). The original "About the Role:" paragraph: "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." We should keep that as

  . - Responsibilities: list of duties. The "You Will:" section includes headings: PCPS Resource and Program Management, Firm Segment Engagement, Conferences and External Representation, Profession and Market Awareness. Each with bullet points. We need to output

  • for any list of duties/requirements/benefits. Should we nest? Probably we can have top-level
    with each responsibility as
    • , and inside each
    • we can have sub-
      for sub-bullets. That's acceptable. We need to preserve all substantive information; do not invent or summarize away detail. Let's extract: 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 Firm Segment Engagement: - 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. Now 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 We should output as
      • . Benefits (How We Support You): Paragraph describing flexibility, global diverse team, benefit options, healthcare, retirement, paid time-off, parental leave, employee assistance program, mental health resources, flexible options, learning opportunities. We need to preserve all substantive info; we can keep as

        maybe with multiple sentences. Could also break into

        if list but it's prose. We'll keep as

        . Pay: The Annual Salary Range: $100,000- $115,000. Also note: "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 humanresources@aicpa-cima.com". That's substantive; we should include. Also note about application deadline? That's application instruction, which we should remove per instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove the deadline line and contact? The contact is about salary range; maybe considered part of Pay section? It's not boilerplate; it's info about salary range. However it's also a kind of instruction to contact HR. Might be considered application instruction? It's about salary range, not application. I'd keep it as part of Pay section. Schedule: hybrid work schedule. Also note: "While this role can work remotely in the US, please note that we are unable to employ individuals in the state of California." That's location restriction, not schedule. Might be considered schedule? It's about work location. Could be considered schedule? Not exactly. But we could include location info under Schedule? Might be better to include as part of Schedule section? The instruction says Schedule section only if posting actually states them. It does state hybrid work schedule. The location restriction is not schedule but maybe we could add as a note under Schedule? Might be considered extra but not prohibited. However we should not invent sections. We could add a

        under Schedule about hybrid work schedule and location restriction. That's fine. Now we need to output only HTML fragment, no /, no markdown. Thus:

        About the role

        ...

        Responsibilities

        • 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
        • Firm Segment Engagement
          • 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

        • 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

        Benefits

        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.

        Pay

        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 humanresources@aicpa-cima