Manager (Tax and Regulatory Compliance)

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Andrews & Cole is supporting NEA in its search for a Tax and Regulatory Compliance Manager. You can also apply here: Current Openings - ANDREWS & COLE

POSITION SUMMARY: The Manager, Tax and Regulatory Compliance serves as a member of the management team of the Office of the Chief Financial Officer. The Manager provides leadership and supervision of assigned staff and ensures compliance and oversight with all applicable state and federal regulations and NEA policies and provide high-level tax and regulatory compliance leadership for NEA’s Business & Financial Services, including consulting with NEA staff, state affiliates, and associated NEA organizations on Department of Labor (LM-2), IRS Form 990/990-T and partnership returns, District of Columbia filings, sales and use tax, unclaimed property, and related regulatory requirements. Manage preparation, review, and filing of complex returns and submissions; oversee compliance calendars; and recommend cost-effective business practices that improve overall fiscal accountability and internal controls and is a direct contributor to the daily work flow of these 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.

MINIMUM EDUCATION REQUIREMENT: Bachelor's degree in Accounting (master's preferred) or a related field, or an equivalent combination of education and experience from which comparable knowledge and skills is obtained. Continuing education in Accounting, Finance, or a related discipline. MINIMUM QUALIFICATIONS: Five to seven years of progressive experience and management in nonprofit/union accounting with direct responsibility for LM‑2, Form 990 and 990‑T (including §512(a)(6) UBI siloing), partnership filings (Form 1065/K‑1), District of Columbia franchise tax (DC‑20 as applicable), sales and use tax, and unclaimed property, including experience in professional accounting, auditing, and financial management experience; full-range responsibilities such as GL, AP, bank reconciliation, cash flow, forecasting, and financial reports. Extensive professional consulting experience in financial systems design and application, business operations/practices, regulatory and compliance issues, and financial audits. Hands-on Technical expertise with enterprise financial systems (e.g. CRM systems, such as Unit4, PeopleSoft, Sage Intacct, SAP, Oracle) and  advanced Excel;  familiarity with e-filing portals (e.g., OLMS, IRS Modernized e-File/IRIS, MyTax.DC.gov). Active Certified Public Accountant (CPA) license required; additional credentials (e.g., CMA, CIA) a plus. Demonstrated adherence to AICPA Code of Professional Conduct and independence/ethics standards. Strong knowledge of GAAP (FASB ASC 958), LMRDA/OLMS reporting, ERISA Form 5500 data requirements, and information reporting (1099, 1042‑S). Demonstrated experience in organizing, conceptualizing, and prioritizing objectives and managing a high-volume workflow office.

In compliance with the Americans with Disabilities Act (ADA), the following is provided:  The position involves skill in using a computer and/or laptop; oral and written communication skills; skills in proofreading and editing; use of clear and articulate speech; interpersonal relations skills; reasoning and problem-solving skills; ability to work in a fast-paced environment; ability to sit for long periods, stoop, bend, reach and carry light materials (up to 10 lbs.); and ability to travel by various methods of transportation, e.g., airplane, car.

NEA is an equal opportunity/affirmative action employer and encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability. Know Your Rights: Workplace Discrimination is Illegal. To apply for this position or to search for other openings, please go to our jobs page at Careers at NEA (myworkdayjobs.com)  

NEA Participates in E-Verify. Read more here E-Verify Participation & Right to Work.

NEA complies with the DC Wage Transparency Act of 2023.