Tax Manager

Andrews & Cole is representing the largest labor union and professional association in the US in its search for a Manager of Tax and Regulatory compliance, a critical role that will have enormous impact on building this function. Highly visible, broad role serving as a member of the management team of the Office of the CFO. Excellent benefits including pension. Responsibilities Oversees all aspects and manage preparation, review, and electronic filing of the annual DOL Form LM 2 under the LMRDA; maintain cash basis records and reconcile detailed schedules; ensure submission within 90 days of fiscal year end. Ensures the accurate and timely processing and lead on federal exempt organization filings: Form 990 and 990 T; Maintains UBI policies aligned with IRS guidance and in compliance with federal and state regulations, NEA policies, and generally accepted accounting practices. Oversee DC compliance: annual Income & Expense Report (FP 308) for real property, corporate franchise tax (DC 20, as applicable), and monthly/quarterly Sales & Use Tax returns via MyTax.DC.gov; maintain exemption documentation and nexus analysis. Manage the annual Real Property Income & Expense (FP 308) filing and monitor penalties for late/incorrect filings. Oversee corporation franchise (DC 20, as applicable) and Sales & Use Tax returns including exemption documentation and refund/amendment procedures. Administer information reporting: 1099 NEC/MISC e filing (aggregate 10 return threshold), backup withholding controls, W 9/W 8 collection; manage 1042 S withholding/reporting for foreign payees and timely deposits. Coordinate unclaimed property and lead due diligence and annual reporting for DC and other states; ensure statutory notices (60–180 days pre filing) and annual remittance deadlines are met. Manage electronic reporting and remittance per DC’s Unclaimed Property Unit guidance. Manage ERISA compliance process by coordinating the development of audit-ready schedules and reconciliations for annual Form 5500 filings and external audits; monitor ERISA updates impacting reporting. Confirm EFAST2 e filing and due dates/extension management (Form 5558). Assists with the development, implementation, monitoring, and revision of policies and procedures and establish and monitor internal controls over financial reporting (ICFR) using COSO; maintain written policies, procedures, and a regulatory compliance calendar; remediate audit findings and manage responses to IRS/OLMS/OTR inquiries. Design and deliver training for staff and affiliates on tax and regulatory requirements. Track regulatory changes (IRS, DOL/OLMS, DC OTR) and provide impact analyses and recommendations to leadership; propose process and system enhancements to reduce risk and cost. Consult with headquarters, state affiliates, and associated organizations on accounting, auditing and financial management matters; provide technical expertise in financial system design and application, business practices, efficiency of operations, and regulatory reporting; develop strategies to enhance financial operations and compliance. Responsible for the full range of financial analyses; develop financial statements; resolve problems; advise leadership on improving overall financial accountability. Provide expertise for system enhancements; lead business analysis, process redesign, system requirements, implementation plans, training, and post-implementation review. Stay abreast of emerging financial and accounting issues and conduct impact assessments. Prepare executive-ready presentations and dashboards summarizing compliance status, filing calendars, and risk metrics; brief senior leadership and audit committees as requested. Lead delivery of onsite and virtual technical support and assistance to state affiliates and/or associated organizations for LM 2, 990/990 T, and state/local compliance; and establish standardized operating procedures and FAQs. Qualifications BS/BA in Accounting (master’s preferred). 5-7+ years of progressive experience and management in nonprofit/union accounting with direct responsibility for LM 2, Form 990 and 990 T, partnership filings, DC franchise tax (DC 20 as applicable), sales and use tax, and unclaimed property, including experience in professional accounting, auditing, and financial management experience. Extensive professional consulting experience in financial systems design and application, business operations/practices, regulatory and compliance issues, and financial audits. Experience with enterprise financial systems and advanced Excel; familiarity with e-filing portals (e.g., OLMS, IRS Modernized e-File/IRIS, MyTax.DC.gov). Active CPA required; additional credentials (e.g., CMA, CIA) a plus. 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. Demonstrated excellent supervisory, administrative, communication, interpersonal and leadership skills. Ability to establish and maintain positive and effective working relationships with headquarters and affiliate leaders and staff. Demonstrated organizational skills in handling, directing and prioritizing multiple and complex assignments and projects. #J-18808-Ljbffr