Manager, Tax & Regulatory Compliance

Andrews & Cole is representing the NEA in its search for a Manager of Tax & Regulatory Compliance, a critical role that will have enormous impact building this function. Headquartered in Washington, D.C., the NEA is the largest labor union and professional association in the United States, representing roughly 3 million public school teachers, education support professionals, and higher education faculty.

This is a hybrid role that offers excellent work life balance and superb benefits, including pension, extensive PTO, health, dental, and vision benefits.

The Manager, Tax and Regulatory Compliance serves as a member of the Office of the Chief Financial Officer management team. This role leads assigned staff and oversees compliance with applicable federal, state, local, and institutional requirements. The Manager provides high-level tax and regulatory compliance leadership for Business & Financial Services, advises headquarters staff, state affiliates, and associated organizations, manages complex filings and compliance calendars, strengthens internal controls, and contributes directly to daily financial operations.

Responsibilities:

• Supervise assigned tax and regulatory compliance staff, including work product review, assignment prioritization, and adherence to regulatory standards and organizational policies.
• Track regulatory changes from the IRS, DOL/OLMS, and DC OTR; provide impact analyses, recommendations, and process or system enhancements that reduce risk and cost.
• Consult with headquarters, state affiliates, and associated organizations on accounting, auditing, financial management, financial system design, business practices, operational efficiency, and regulatory reporting.
• Conduct financial analyses, develop financial statements, resolve complex issues, and advise leadership on ways to improve fiscal accountability.
• Lead business analysis, process redesign, system requirements, implementation planning, training, and post-implementation review for financial system enhancements.
• Prepare executive-ready presentations and dashboards that summarize compliance status, filing calendars, and risk metrics; brief senior leadership and audit committees as requested.
• Establish standardized operating procedures and FAQs for compliance support and technical assistance.
• Design and deliver training for staff, state affiliates, and associated organizations on tax and regulatory requirements, including LM-2, 990/990-T, and state and local compliance.
• Lead preparation, review, reconciliation, and electronic filing of the annual DOL Form LM-2 under the LMRDA; maintain cash-basis records, reconcile detailed schedules, and ensure filing within 90 days of fiscal year-end.
• Manage federal exempt organization filings, including Forms 990 and 990-T; oversee unrelated business income tracking and siloing under IRC §512(a)(6), unrelated activity reporting, Schedule A requirements, and coordination with external CPA firms.
• Maintain UBI policies aligned with IRS guidance and ensure compliance with federal and state regulations, organizational policies, and generally accepted accounting practices.
• Oversee District of Columbia compliance, including annual Income & Expense Report filings, corporate franchise tax filings as applicable, and monthly or quarterly Sales & Use Tax returns through MyTax.DC.gov.
• Maintain exemption documentation, nexus analysis, refund and amendment procedures, and monitor penalties related to late or inaccurate filings.
• Administer information reporting, including 1099-NEC/MISC e-filing, backup withholding controls, W-9/W-8 collection, 1042-S withholding and reporting for foreign payees, and timely deposits.
• Coordinate unclaimed property due diligence and annual reporting for the District of Columbia and other states; ensure required notices, electronic reporting, remittance, and annual deadlines are met.
• Manage ERISA compliance processes by coordinating audit-ready schedules and reconciliations for annual Form 5500 filings and external audits; monitor ERISA updates, confirm EFAST2 e-filing, and manage due dates and extensions.
• Develop, implement, monitor, and update policies, procedures, internal controls over financial reporting, and regulatory compliance calendars using COSO principles.
• Remediate audit findings and manage responses to IRS, OLMS, and OTR inquiries.
• Perform other duties as assigned, including periodic evening or weekend work during peak filing cycles and limited travel across time zones.

Qualifications:

• Bachelor’s degree in Accounting required; master’s degree preferred. Equivalent experience may be considered. Ongoing continuing professional education in tax-exempt organization compliance required.
• Active Certified Public Accountant license required; additional credentials such as CMA or CIA preferred.
• Five to seven years of progressive nonprofit or union accounting and management experience, including direct responsibility for LM-2, Form 990, Form 990-T, IRC §512(a)(6) UBI siloing, partnership filings, District of Columbia franchise tax, sales and use tax, and unclaimed property.
• Experience across professional accounting, auditing, and financial management functions, including general ledger, accounts payable, bank reconciliation, cash flow, forecasting, and financial reporting.
• Extensive professional consulting experience in financial systems design and application, business operations and practices, regulatory and compliance issues, and financial audits.
• Hands-on technical expertise with enterprise financial systems, such as Unit4, PeopleSoft, Sage Intacct, SAP, Oracle, or similar platforms, and advanced Excel skills.
• Familiarity with e-filing portals, including OLMS, IRS Modernized e-File/IRIS, and MyTax.DC.gov.
• Strong knowledge of GAAP, including FASB ASC 958, LMRDA/OLMS reporting, ERISA Form 5500 data requirements, and information reporting requirements for 1099 and 1042-S filings.
• Demonstrated adherence to the AICPA Code of Professional Conduct and independence and ethics standards.
• Strong ability to organize, conceptualize, prioritize, direct, and manage a high-volume workflow involving multiple complex assignments and projects.
• Excellent supervisory, administrative, communication, interpersonal, and leadership skills.
• Ability to build and maintain positive, effective working relationships with headquarters and affiliate leaders and staff.
• Ability to work with a considerable degree of independence; success is measured by accurate and timely filings, strong internal controls, audit outcomes, and effective partnerships with affiliates and external auditors.
• Ability to work in an office environment with extensive computer use, extended hours during compliance peaks, and occasional travel. Reasonable accommodations will be made to enable individuals with disabilities to perform essential functions.

Supervision:

Works with considerable independence and is accountable for timely, accurate filings, strong internal controls, positive audit outcomes, and effective partnerships with affiliates, external auditors, and regulatory agencies. Supervises assigned tax and regulatory compliance staff, including work prioritization, review of work product, and adherence to organizational policies and regulatory standards.

Working Conditions:

Work is performed primarily in an office environment with extensive computer use. The role may require extended hours during peak compliance periods and occasional travel. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position.

Salary Range: $145,000 - $170,000, dependent on experience