The Governance & Operations Manager plays a central role in supporting the effective functioning of Tax Executives Institute (TEI), the leading global association of in-house tax professionals. Reporting to the Director of Finance & Operations, this position oversees governance, finance, office and administrative functions, while serving as a key liaison to TEI leadership, members, and external partners. The Manager also collaborates closely with the Executive Director on ongoing and strategic initiatives that advance the Institute’s mission.

ABOUT TEI

Founded in 1944 by 15 corporate tax executives, TEI has grown into a global professional community of more than 6,500 members from over 3,000 organizations across the United States, Canada, Europe, Asia, and Latin America. TEI supports its members through continuing education, advocacy, networking, and thought leadership. The Institute offers a collegial workplace, a hybrid schedule, and a culture that values collaboration, flexibility, and professional development.

DUTIES AND RESPONSIBILITIES

Governance

• Oversee and ensure compliance with TEI’s annual governance calendar.
• Provide year-round governance and administrative support for TEI’s volunteer International President, Executive Committee, Board of Directors, and Committees.
• Support and monitor TEI’s strategic initiatives and task forces.
• Manage governance-related communications with TEI leadership, staff, Past International Presidents, constituents, and external stakeholders, including leadership transition processes.
• Coordinate Executive Committee and Board meetings, including scheduling sessions, preparing agendas and board materials, collecting reports, preparing the annual proxy, and ensuring governance resolutions are completed.
• Plan and provide onsite support for governance activities at TEI’s Annual Meeting of Members, Annual Conference, and Midyear Conference, in partnership with the Events Department.
• Maintain and update TEI’s Manual of Organization and Operation and related governance documentation; advise leadership on governance policies and procedures.
• Coordinate the annual Institute nominations process and prepare related reports.
• Assist with the preparation of Institute award nominations.
• Manage and maintain leadership records within TEI’s association management system.
• Provide audit support for governance and operations.
• Support the Executive Director with strategic projects and organizational initiatives.

Accounting & Finance

• Assist with budget, audit, and tax filing deliverables.
• Manage and liaise with TEI’s 55 chapters and 11 regions regarding all financial matters, including chapter rebates, annual chapter financial reports, and tax reporting matters.
• Administer and track employee credit card expenses and reporting.
• Review and approve accounts payable.
• Manage and approve financial batches in the association management system.
• Ensure TEI and the TEI Education Fund remain compliant with all corporate registrations and insurance requirements.

Office Management

• Manage all aspects of TEI’s office operations, including facilities, events, visitors, and staff need.
• Create, organize, and maintain TEI’s electronic and physical filing systems.
• Order and maintain office supplies and inventory.
• Oversee mail distribution and outgoing correspondence.
• Perform additional duties as assigned.

CANDIDATE PROFILE

• Professional, proactive, and service-oriented, demonstrating excellent judgment and integrity.
• Excellent verbal and written communication skills, including strong grammar, spelling, and proofreading abilities.
• Strong numerical and reconciliation skills.
• Effective analytical, organizational, and coordination capabilities.
• Demonstrated attention to detail and accuracy.
• Ability to work independently and follow through on responsibilities in a timely and thorough manner.
• Bachelor’s degree required; 3–5 years of experience in association or nonprofit governance, operations, events or member services preferred.
• Proficiency in MS Office (Outlook, Word, Excel, PowerPoint); experience with Smartsheet and AMS platforms—especially NetForum—is a plus.

TRAVEL

Travel is required three times per year to support the Annual Conference, Midyear Conference, and Annual Meeting of Members.

COMPENSATION & BENEFITS

TEI offers a competitive salary and comprehensive benefits package, including medical, dental, vision, and life insurance; flexible spending accounts; hybrid work schedule; annual performance-based bonuses; generous paid leave; and a 401(k) plan with a 6% employer match. TEI’s office is centrally located at Metro Center in Washington, DC, with convenient access to multiple Metro lines, shops, and restaurants. The Governance & Operations Manager position requires onsite presence at least two days per week.

CANDIDATE PROFILE

• Professional, proactive, and service-oriented, demonstrating excellent judgment and integrity.
• Excellent verbal and written communication skills, including strong grammar, spelling, and proofreading abilities.
• Strong numerical and reconciliation skills.
• Effective analytical, organizational, and coordination capabilities.
• Demonstrated attention to detail and accuracy.
• Ability to work independently and follow through on responsibilities in a timely and thorough manner.
• Bachelor’s degree required; 3–5 years of experience in association or nonprofit governance, operations, accounting, events or member services preferred.
• Proficiency in MS Office (Outlook, Word, Excel, PowerPoint); experience with Smartsheet and AMS platforms—especially NetForum—is a plus.

TRAVEL

Travel is required three times per year to support the Annual Conference, Midyear Conference, and Annual Meeting of Members.

About Tax Executives Institute

Tax Executives Institute (TEI), founded in 1944, is a diverse, inclusive member-based organization, dedicated exclusively to the professional needs of the in-house tax community worldwide. The mission of TEI is to empower in-house tax professionals worldwide through collaboration, inclusive networking, innovative and experience-based education, and strategic advocacy—ensuring members and their companies thrive in a dynamic global environment. Located in downtown Washington, DC, close to Metro Center. We offer a competitive benefits package and a collaborative and welcoming work culture. TEI is an Equal Opportunity Employer. The Institute does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

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