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Accounting Officer

Tax Executives Institute, Inc.
Washington D.C. (US)
Commensurate with experience
Closing date
Mar 27, 2024

View more

Job Role
Finance, Nonprofit, Accounting Firm, Administration & Shared Services
Contract Type
Full Time
Level of qualification

The successful candidate will join the staff of Tax Executives Institute (TEI), the preeminent association of in-house tax professionals worldwide, in Washington, DC. Reporting directly to the Executive Director, the Finance Officer will oversee and manage the financial operations of the Institute, its regions, and chapters. The Finance Officer will lead TEI’s financial strategies, develop and implement internal control policies, perform risk management/mitigation activities, and oversee TEI’s relationship with its external accounting function, financial auditors, and tax preparers.  


Tax Executives Institute was founded in 1944 by 15 corporate tax executives in New York City and is dedicated to improving the tax system in a principled, effective manner. Since its founding, TEI has grown into a global organization of over 6,500 members representing more than 3,000 of the leading businesses in the United States, Canada, Europe, Asia, and Latin America. TEI supports the professional development of its members with continuing education, advocacy, and networking opportunities. 

TEI offers a flexible and collegial work environment with a hybrid work schedule. TEI outsourced its accounting function in 2022 and is seeking a staff member to manage internal financial responsibilities and serve as the primary liaison for the external accounting function engagement. 


The Accounting Officer will lead TEI’s financial activities, ensuring the organization is supplied with accurate and timely financial information in compliance with best practices. They will report to and work closely with the Executive Director and oversee TEI’s external accounting function. In addition, they will lead the financial management of TEI’s budgeting activities, payroll, investments, regions, and chapters, and serve as the liaison to our International Treasurer, Investment Committee, financial auditors, and tax preparers.  

Specific responsibilities include: 

Accounting and Reporting 

  • Oversees external accounting operations, including approval of transactions prepared by TEI’s external accounting operation and staff expense reports. 
  • Analyzes and follows up on outstanding accounts receivables. 
  • Coordinates TEI staff and the external accounting function to ensure proper reporting of transactions within TEI’s association management system (Netforum). 
  • Manages TEI’s payroll; performs monthly reconciliation of TEI’s payroll, benefits, and retirement plan accounts balances. 
  • Financial Planning, Oversight, Policy, and Board Relations 
  • Prepares annual budget and reviews monthly financial statements issued by our external accounting function; liaises with the International Treasurer regarding same. 
  • Prepares timely, complete, and accurate financial regulatory reports, forecasts, budgets, variance analyses, and additional financial reports requested by TEI leaders. 
  • Liaises with TEI’s Membership, Events, Sponsorship, Marketing, and Information Technology Teams regarding pricing and financial performance. 
  • Evaluates the financial risk, position, and health of the organization and shares analyses of fiscal trends and potential issues, including financial statements, with TEI’s and Board of Directors. 
  • Develops and monitors internal fiscal controls, policies, and procedures. 
  • Manages TEI’s business insurance policies and coverage. 
  • Provides fiduciary oversight for TEI’s 401k plans. 
  • Remains current and provides guidance on nonprofit audit best practices and state and federal law regarding nonprofit operations. 

Chapter and Regional Financial Relations 

  • Liaises with TEI’s 56 chapters and 11 regions regarding all financial matters, including chapter rebates, annual chapter financial reports, and tax reporting matters. 
  • Analyzes chapter data to provide guidance on chapter performance, membership, events, sponsorship, and other matters. 
  • Develops chapter and regional fiscal controls, policies, and procedures. 
  • Annual Audit Preparation, Management & Report Filings 
  • Coordinates the preparation of internal and external audit work; serves as primary contact with outside auditors and responds to their requests for information quickly and efficiently. 
  • Coordinates the preparation of internal and external tax filings, such as TEI’s Form 990, sales and use tax filings, census filings, and business license filings.  


  • A Bachelor's or Advanced Degree in business administration, finance, accounting, or other fields closely related to the job requirements is required; a CPA is preferred. 
  • Proficiency in all aspects of accounting regulations, policies, and procedures under GAAP. 
  • Minimum of five (5) years of diverse finance and accounting experience, including accounting, budgeting, controls, and reporting for nonprofits.  
  • Strong Microsoft Excel skills. 
  • Exceptional written, verbal, and interpersonal communication skills and a strong ability to tailor communication style to audiences. 
  • Unquestionable personal integrity, fairness, and credibility. 
  • Demonstrated success at cultivating strong relationships with internal and external stakeholders and creating partnerships at all organizational levels to achieve results. 


Travel will be required three times per year to support the Institute’s Annual Conference, Midyear Conference, and Annual Meeting of Members. 


TEI offers a collaborative team environment with a competitive salary and excellent benefits, including health, vision, dental, and life insurance;  flexible spending accounts; a hybrid in-office/remote schedule; annual performance-based bonus and salary increases; generous paid leave; and a 401(k) with a 6% employer match. Our office is located at the Metro Center Station in Washington, DC, near shopping, restaurants, and the Red, Orange, Silver, and Blue Lines.  

To apply, please email Pilar Mata, executive director, a copy of your resume and salary requirements at 


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