About Us
501(C)PA began life in 2011 as NonProfit Back Office Resources, and we changed our name in 2018 to 501(C)PA in order to better communicate who we are and why we’re here. We were founded by a group of CPAs and academics in order to address a common obstacle for many of New Mexico’s nonprofits, a lack of access to affordable, professional financial management services. They had observed that lack of access to these services was reducing their mission effectiveness and negatively impacting local communities. Other consequences frequently noted were non-compliance with IRS, state and grantor requirements, poor audit results, inaccurate and late financial reporting for decision-support and Board oversight, and increased risk of financial failure, revocation of exempt status, or defalcation.
The Big Idea
The Founders’ vision was to create a nonprofit CPA firm that would specialize in serving nonprofits. Our fees would be affordable because of our nonprofit status, efficiencies derived from specialization, cost-sharing with many clients, and partnerships with the funding community. We would make our expertise accessible, even to remote communities, through the use of technologies like web-based, MIP nonprofit accounting software and paperless processes.
The Really Big Idea
The Founders’ vision has been realized. 501(C)PA successfully implemented our remote financial management services model and is now serving over 30 nonprofits in multiple New Mexico counties. We also are able to deliver these services at fees that are generally well below private sector rates, thus reducing the financial barriers for many nonprofits. However, the really big impact for our clients is that the accounting, payroll and other administrative tasks that used to consume so many management and clerical hours can now be accomplished by our specialists in a fraction of that time, with professional quality and enhanced organizational reputation. This can amount to several hundred hours saved each year, and those hours can be refocused on strategic planning, programming, and increasing mission impact. In the financial world, this is called leveraging, doing more with less, and it is the essence of our mission.
Mission
Our mission is to help nonprofits accomplish more through our team-based, professional financial management and administrative services.

By taking care of everything behind the scenes, 501(C)PA reduces risk and improves financial wellness so nonprofits can spend their time and energy where it matters most: their missions.


By taking care of everything behind the scenes, 501(C)PA reduces risk and improves financial wellness so nonprofits can spend their time and energy where it matters most: their missions.


Staff and Board
Our Team:
Our Team:

Holly Dilts

Holly Dilts

Senior Bookkeeper & Payroll Specialist

Specializing in nonprofit accounting for fifteen years, Holly understands the needs and complexities of nonprofit organizations. She is focused and dedicated to her craft and takes special pleasure in helping nonprofit administrators navigate the challenges of transaction coding and payroll cost allocations among multiple programs, grants and projects. Holly’s warmth and professionalism inevitably make clients feel that she is on their side and part of their team. Holly is community oriented and active in her Church, serving the homeless, teaching Bible classes, presenting workshops on healthy lifestyles, and volunteering as a “Helping Hands” to assist the elderly and others in need. Other activities include bird watching, hikes in nature, and biking.

Nicole James

Nicole James

Manager of Accounting Operations

Nicole oversees our accounting services team in providing bookkeeping, payroll, accounting, budgeting and financial reporting to our many and varied nonprofit clients. Nicole earned a BA in Accounting from Liberty University, graduating Summa Cum Laude, and is now preparing for her CPA exams. Her experience includes over ten years of accounting in the nonprofit sector, and she takes pride in offering much more than just accounting. She is a talented problem solver, is always seeking better ways to do things, emphasizes clear communications and strong working partnerships, and takes pleasure in delivering accurate, relevant and timely financial reports. In her off time you can find her playing with her three children or perusing an estate sale, but not cooking!

Ben Pedneau

Ben Pedneau

Staff Accountant

Ben earned his Masters of Accountancy at Colorado State University and they liked him so much they hired him to work as a benefits accountant in their human resources department! But, the desire to return to his home state of New Mexico was irresistible and in the summer of 2017 he relocated to Santa Fe and joined 501(C)PA shortly thereafter. Ben enjoys that his professional career is about helping nonprofits thrive and he takes special pleasure in assisting clients in understanding their financial reports. When at play, Ben enjoys photography, and he and his wife love to explore archaeology sites around New Mexico after doing a little research at the Archaeological Conservancy.

Becca Pott

Becca Pott

Staff Accountant

Becca earned her Bachelors of Accountancy from New Mexico State University in 2014 and decided to stay in Las Cruces, where she worked for a small CPA firm for 3 1/2 years. Her primary focus was in auditing governments around New Mexico, but she gained valuable experience in almost all aspects of accounting and tax return preparation.  She then decided to dedicate herself full-time to studying for the CPA exams and also answered the call of her home town, Albuquerque. Becca successfully passed her final section of the CPA exams in 2019 and began work at 501(C)PA shortly thereafter. Becca is detail oriented, friendly, and hard working. She loves being able to use her gifts to help nonprofits stay organized and have the most accurate financial statements possible. It’s also a bonus that she gets to spend all day making spreadsheets (almost)!  When she isn’t working you can find her hanging out with her dog & cat, doing puzzles, and planning her next Disney vacation!

David Rivard

David Rivard

CEO

David began his career in Vancouver, Canada, where he earned CMA and CA degrees, the Canadian equivalent of American CMA and CPA certifications. He graduated with high honors, earning the CMA gold medal and the CA silver medal for British Columbia. After relocating to the USA in 2004 he received his CPA, and in 2014 earned his MSc. in Management while serving as Assistant Dean for Libraries at University of Maryland. David’s experience includes public accounting in both national and small firms, entrepreneurial leadership, higher education administration, and the past four years leading 501(C)PA. David is passionate about developing innovative organizations and creating challenging, supportive work environments for talented people who want to help others. Hiking with his wife Carol, enjoying the Desert Chorale, swimming laps and cycling are other activities that energize and refresh him in his spare time!

Monica Stapleton

Monica Stapleton

CFO

Monica is a seasoned accounting executive with over 15 years of experience in corporate and non-profit financial analysis and management.

Katrina Trujillo

Katrina Trujillo

Senior Accountant

Katrina earned her Bachelor of Science in Business Administration and Master of Accountancy from Colorado State University. She began her career in public accounting as an Assurance Associate at PricewaterhouseCoopers (PwC) in Denver, CO. After two and a half years with PwC, Katrina then made a career transition and became the Assistant Controller at Mi Casa Resource Center, a Denver nonprofit organization. With over five years of experience at Mi Casa, her career ultimately progressed into the role of Director of Finance. She earned her CPA license in Colorado and is an active member of the AICPA. She made the decision to move back to her home state of New Mexico at the end of 2018. Katrina is passionate about helping others understand financial information and enjoys seeing organizations thrive in their missions dedicated to serving the community. She loves spending time with her family and enjoys hiking and being outdoors.


Our Board:
Our Board:

Marty Epstein, MBA, CPA

Marty Epstein, MBA, CPA

Member

Marty recently retired from the accounting faculty at Central New Mexico Community College where he taught for 20 years. He earned his MBA from the College of Santa Fe and worked in a number of industries before entering academia including banking, manufacturing, and not-for-profit. Marty currently serves on the Boards of 501(C)PA, the Vortex Theatre (28 years!), and the Asian Technology Information Program, a scientific research organization. Outside of his accounting profession, his primary interest is in the diverse theater work he has done in Albuquerque. Over the past 30 years his endeavors have included acting, directing and doing anything necessary to put quality productions on stage!

Mark Joiner, CPA

Mark Joiner, CPA

Board Chair

Mark has been a CPA in New Mexico for about 40 years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Richard Searle, Lt. Col. USAF (ret.)

Richard Searle, Lt. Col. USAF (ret.)

Secretary

Richard worked in civil service for 18 years as a senior operations research analyst providing technical expertise and guidance for tests of major Air Force acquisition programs. He was Deputy Director of Analyses and Assessments at the Air Force Operational Test and Evaluation Center. His career began as a graduate of the U.S. Air Force Academy. He served 22 years as a rescue helicopter pilot, in satellite operations and on the staff at major commands and the Office of the Secretary of Defense. He earned a Master’s Degree in Operations Research at the Air Force Institute of Technology.

Cheryl Silcox, CPA, CITP

Cheryl Silcox, CPA, CITP

Treasurer

Ms. Silcox is an audit and accounting department manager with Burt & Company CPAs. She has over 20 years of experience in public accounting. Many of her clients are nonprofit organizations and she has an AICPA certificate in nonprofit accounting. She has been a technical speaker for the Nonprofit Center for Excellence related to various nonprofit accounting issues. In addition to being a Certified Public Accountant, she is a Certified Information Technology Professional and has received additional training in areas of emerging trends, security and privacy, business solutions, IT assurance and risk. She is a technical speaker related to internal control and accounting best practices.

Mike Wilson, CPA

Mike Wilson, CPA

Member

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Leslie Oakes, Ph.D.

Leslie Oakes, Ph.D.

Ex-Officio Member

Dr. Oakes is the Accounting Chair and professor at the UNM Anderson School of Management. Dr. Oakes has worked with nonprofit organizations for over thirty years. She has published research on museums, healthcare organizations and other charities. She serves on the board of several nonprofits and has taught financial management for nonprofit organizations across New Mexico and around the world.

Craig White, Ph.D.

Craig White, Ph.D.

Ex-Officio Member

Dr. White is the Dean of the UNM Anderson School of Management. Dr. White has worked with a variety of nonprofits. He currently serves on the Board of Directors of the New Mexico Society of CPAs, on the Board and as Treasurer of the New Mexico Business Leadership Network, as Financial Secretary of Grace Lutheran Church, and on the Audit Committee of New Mexico Voices for Children.

John Williams Ph.D.

John Williams Ph.D.

Ex-Officio Member

Dr. Williams has been a Human Resources executive for 31 years working at fortune 500 companies. He earned a Ph.D. from the University of Nebraska-Lincoln and is co-author of two books on human relations. Through his leadership, Mosaic Potash in Carlsbad, NM received the New Mexico State Corporation of the Year award in philanthropy. He has retired from corporate business and is doing social purpose work.

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Marty Epstein, MBA, CPA

Marty Epstein, MBA, CPA

Member

Marty recently retired from the accounting faculty at Central New Mexico Community College where he taught for 20 years. He earned his MBA from the College of Santa Fe and worked in a number of industries before entering academia including banking, manufacturing, and not-for-profit. Marty currently serves on the Boards of 501(C)PA, the Vortex Theatre (28 years!), and the Asian Technology Information Program, a scientific research organization. Outside of his accounting profession, his primary interest is in the diverse theater work he has done in Albuquerque. Over the past 30 years his endeavors have included acting, directing and doing anything necessary to put quality productions on stage!

Mark Joiner, CPA

Mark Joiner, CPA

Board Chair

Mark has been a CPA in New Mexico for about 40 years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Richard Searle, Lt. Col. USAF (ret.)

Richard Searle, Lt. Col. USAF (ret.)

Secretary

Richard worked in civil service for 18 years as a senior operations research analyst providing technical expertise and guidance for tests of major Air Force acquisition programs. He was Deputy Director of Analyses and Assessments at the Air Force Operational Test and Evaluation Center. His career began as a graduate of the U.S. Air Force Academy. He served 22 years as a rescue helicopter pilot, in satellite operations and on the staff at major commands and the Office of the Secretary of Defense. He earned a Master’s Degree in Operations Research at the Air Force Institute of Technology.

Cheryl Silcox, CPA, CITP

Cheryl Silcox, CPA, CITP

Treasurer

Ms. Silcox is an audit and accounting department manager with Burt & Company CPAs. She has over 20 years of experience in public accounting. Many of her clients are nonprofit organizations and she has an AICPA certificate in nonprofit accounting. She has been a technical speaker for the Nonprofit Center for Excellence related to various nonprofit accounting issues. In addition to being a Certified Public Accountant, she is a Certified Information Technology Professional and has received additional training in areas of emerging trends, security and privacy, business solutions, IT assurance and risk. She is a technical speaker related to internal control and accounting best practices.

Mike Wilson, CPA

Mike Wilson, CPA

Member

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Leslie Oakes, Ph.D.

Leslie Oakes, Ph.D.

Ex-Officio Member

Dr. Oakes is the Accounting Chair and professor at the UNM Anderson School of Management. Dr. Oakes has worked with nonprofit organizations for over thirty years. She has published research on museums, healthcare organizations and other charities. She serves on the board of several nonprofits and has taught financial management for nonprofit organizations across New Mexico and around the world.

Craig White, Ph.D.

Craig White, Ph.D.

Ex-Officio Member

Dr. White is the Dean of the UNM Anderson School of Management. Dr. White has worked with a variety of nonprofits. He currently serves on the Board of Directors of the New Mexico Society of CPAs, on the Board and as Treasurer of the New Mexico Business Leadership Network, as Financial Secretary of Grace Lutheran Church, and on the Audit Committee of New Mexico Voices for Children.

John Williams Ph.D.

John Williams Ph.D.

Ex-Officio Member

Dr. Williams has been a Human Resources executive for 31 years working at fortune 500 companies. He earned a Ph.D. from the University of Nebraska-Lincoln and is co-author of two books on human relations. Through his leadership, Mosaic Potash in Carlsbad, NM received the New Mexico State Corporation of the Year award in philanthropy. He has retired from corporate business and is doing social purpose work.

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Left to right:  Johnny Williams, Mike Wilson, Cheryl Silcox, Mark Joiner, Pat Wilkins

Not Pictured: Marty Epstein and Richard Searle


John Williams Ph.D., Board Chair

Dr. Williams has been a Human Resources executive for 31 years working at fortune 500 companies. He earned a Ph.D. from the University of Nebraska-Lincoln and is co-author of two books on human relations. Through his leadership, Mosaic Potash in Carlsbad, NM received the New Mexico State Corporation of the Year award in philanthropy. He has retired from corporate business and is doing social purpose work.

Cheryl Silcox, CPA, CITP, Treasurer

Ms. Silcox is an audit and accounting department manager with Burt & Company CPAs. She has 24 years of experience in public accounting. Many of her clients are nonprofit organizations and she has an AICPA certificate in nonprofit accounting. She has been a technical speaker for the Nonprofit Center for Excellence related to various nonprofit accounting issues. In addition to being a Certified Public Accountant, she is a Certified Information Technology Professional and has received additional training in areas of emerging trends, security and privacy, business solutions, IT assurance and risk. She is a technical speaker related to internal control and accounting best practices.

Mark Joiner, CPA, Member

Mark has been a CPA in New Mexico for thirty-eight years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Elena Seaberg, Vice-Chair

Ms. Seaberg is the Director of Finance & Administration for the National Museum of Nuclear Science & History. She has over 20 years' experience in non-profit accounting. She received her Bachelor of General Business from New Mexico State University.

Patrick Wilkins, CPA, Member

Mr. Wilkins is a CPA and the leader of the audit practice for a local CPA firm. Prior to that, he was the CFO of The United Way of Central New Mexico and also served as an assurance partner of a national CPA firm. Mr. Wilkins has specialized in the audits of nonprofit organizations for over 18 years. He has also served in various capacities on other nonprofit boards, including as board chair and treasurer.

Mike Wilson, CPA, Member

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Albert N. Thiel, Jr, Member

Albert has been a trial attorney for over 40 years and has worked with Will Ferguson & Associates, a plaintiff’s personal injury firm, for almost 20 years. He moved to New Mexico in 1973 after serving in the US Army. He earned his Masters in Business Administration with a concentration in Finance from the Robert O. Anderson School of Management at UNM in 1983 while heading up the Prosecution and Public Safety Divisions of the City of Albuquerque Legal Department. He previously served on the Board of A Child’s Garden and has been a founder, director and officer of the nonprofit New Mexico Karate Association, Inc. and is a founder and advisor to the Japan Karate Association/World Federation America, Inc., the non-profit 501(c) 3 corporation that oversees karate training and testing and co-ordinates with JKA headquarters in Tokyo, Japan.

Leslie Oakes, Ph.D., Ex-Officio Member

Dr. Oakes is the Accounting Chair and professor at the UNM Anderson School of Management. Dr. Oakes has worked with nonprofit organizations for over thirty years. She has published research on museums, healthcare organizations and other charities. She serves on the board of several nonprofits and has taught financial management for nonprofit organizations across New Mexico and around the world.

Craig White, Ph.D., Ex-Officio Member

Dr. White is the Dean of the UNM Anderson School of Management. Dr. White has worked with a variety of nonprofits. He currently serves on the Board of Directors of the New Mexico Society of CPAs, on the Board and as Treasurer of the New Mexico Business Leadership Network, as Financial Secretary of Grace Lutheran Church, and on the Audit Committee of New Mexico Voices for Children.
 

Funders & Supporters
501(C)PA thanks our Foundation and service partners, who believed in our vision and mission, who helped us in our early years of development, and who are now helping us to build capacity so we can expand our services to many more nonprofits throughout New Mexico.
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Careers

STAFF ACCOUNTANT

JOB SUMMARY

The Staff Accountant is our primary POC for assigned client relationships and, as such, becomes a trusted, integral part of our clients’ administrative team. Tasks may include downloading and importing bank transactions to our MIP fund accounting software, month-end reconciliations, journal entries, financial statement preparation, payroll back-up, budgeting, special projects, or other client administrative needs. In addition to strong Excel skills and a solid understanding of accounting principles and GAAP, our staff must have excellent customer service and interpersonal communication skills.

RESPONSIBILITIES
• Manage all accounting transactions
• Prepare accurate financial statements on a timely basis
• Handle monthly, quarterly and annual closings
• Reconcile accounts
• Ensure supporting documents are prepared and filed according to our work standards
• Assist clients with annual budget preparation
• Prepare and e-file 1099's for contractors
• Assist client auditors by providing reconciliations and internal financial reports
• Ensure clients are well-informed of work progress/challenges, and maintain friendly and professional client relations
• Comply with financial policies and regulations
• Continuing professional education

PHYSICAL DEMANDS, WORKING CONDITIONS, AND ORGANIZATIONAL CULTURE

This is a full-time, 40-hour-per-week position in a regular office setting, although we are temporarily working remotely during the pandemic. It is expected that, when safe, we will recommence working together in our professional offices in Albuquerque.
We value work-life balance and, while overtime may be required to meet critical deadlines, these demands are comparatively modest. Travel is generally minimal, but may be required on occasion, especially within the Albuquerque-Santa Fe areas. Usual work location would be at the 501(C)PA office, or infrequently, at client offices, and during the pandemic we are all working from our home offices. Dress code at our professional office, or at client offices, is described as “business casual”.
We strive to maintain a learning culture; our staff are friendly, intellectually curious, alert for ways to gain efficiencies for themselves and our clients, enjoy sharing their experience, and are motivated to increase their professional knowledge and abilities.

QUALIFICATIONS

Required:
Minimum of AA in Accounting, although a higher level is preferred.
Minimum of 3 years’ relevant accounting experience, or 2 years' relevant accounting experience with high GPA achievement in an accounting degree program.
Strong written and verbal communication skills.
Solid knowledge of Generally Accepted Accounting Principles (GAAP)
Highly proficient to advanced MS Excel skills, and significant competency with one or more accounting programs

Preferred:
BA or MA degree in Accounting and CPA or CMA designation would be a big plus.
At least 1 year's experience in nonprofit accounting or with a CPA firm.

COMPENSATION

Competitive compensation & benefits are offered, along with a supportive and friendly work environment and a great quality of work/life balance.

HOW TO APPLY

Qualified candidates should place "STAFF ACCOUNTANT SEARCH" on the subject line and email their cover letter and resume to: StaffSearch@501cpa.org or apply to our job ad on Indeed: https://www.indeed.com/cmp/501(c)pa-1/jobs

Please submit application by August 15, 2021.

PAYROLL SPECIALIST

JOB SUMMARY

The Payroll Specialist is responsible for maintaining payroll systems and processing payrolls accurately and according to schedule for multiple clients. Duties will include correspondence with payroll clients, consolidating timesheet information and entering data into payroll databases, calculating paycheck amounts and distributing funds to employee accounts.

RESPONSIBILITIES

1. Perform all functions of payroll to include entering timesheets, reconciling entries to source documents, running payroll, making payroll tax deposits, and preparing and submitting other payroll compliance reports as required.
2. Occasionally perform bookkeeping tasks such as to reconcile bank and other accounts, pay bills, code transactions for MIP import, and similar activities.
3. Work with MIP Fund Accounting software, Excel, EWS online timekeeping, Word, Practice CS and other software as assigned (training provided).
4. Interact with clients and colleagues in a friendly, professional, and courteous manner, providing occasional coverage for colleagues.
5. Document work performed and track time spent on projects to ensure accurate client billing.
6. Exercise an organized and methodical approach to work assignments with great attention to detail and accuracy of work.
7. Must be reliable in meeting critical work deadlines and proactive in communicating with supervisor and colleagues to confirm work completion or to request help on a timely basis where a deadline may be at risk.
8. Able to work independently with limited supervision.

PHYSICAL DEMANDS, WORKING CONDITIONS AND ORGANIZATIONAL CULTURE

This is a full-time, 40-hour-per-week position in a regular office setting, although we are temporarily working remotely during the pandemic. It is expected that, when safe, we will recommence working together in our professional offices in Albuquerque.

We value work-life balance and, while overtime may be required to meet critical deadlines, these demands are comparatively modest. Travel is generally minimal, but may be required on occasion, especially within the Albuquerque-Santa Fe areas. Usual work location would be at the 501(C)PA office, or infrequently, at client offices, and during the pandemic we are all working from our home offices. Dress code at our professional office, on digital meetings, or at client offices, is described as “business casual”.

We strive to maintain a learning culture; our staff are friendly, intellectually curious, alert for ways to gain efficiencies for themselves and our clients, enjoy sharing their experience, and are motivated to increase their professional knowledge and abilities.

QUALIFICATIONS

Minimum 3 years payroll work experience of a similar nature and an AA degree in accounting or similar field. A payroll certification would be a significant plus.

COMPENSATION

Competitive compensation & benefits are offered, along with a supportive and friendly work environment and a great quality of work/life balance.

The Payroll Specialist hourly rate will be between $18-$25, depending on prior work experience and education. This position is eligible for employee benefits. Employees who are expected to work at client locations will be reimbursed for mileage between client offices or between 501(C)PA and clients’ offices.

HOW TO APPLY

Qualified candidates should place "PAYROLL SPECIALIST SEARCH" on the subject line and email their cover letter and resume to: StaffSearch@501cpa.org or apply to our job ad on Indeed: https://www.indeed.com/cmp/501(c)pa-1/jobs 

Please submit application by August 15, 2021