This is a part-time (approx. 900 hours per year) salaried executive level operations/ administrative position working under the directives of the Executive Committee of the Florida Society of Enrolled Agents, a professional association of tax practitioners. FSEA is the state affiliate of the National Association of Enrolled Agents (NAEA). Society members are licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS), including examination, collection and appeals functions. The mission of FSEA is to advance the recognition of enrolled agents throughout the state of Florida, to enhance the professional growth of its members by providing quality education and to advocate for taxpayer rights.
Remote position - although attendance is expected at society events and conferences, the majority of the position is a remote position offering you the flexibility to telecommute from your Florida home office. Dedicated home office with computer, high-speed internet access, web cam, microphone, speakers, desk, chair, printer, scanner and smartphone are required. Those expenses that are considered ordinary, necessary and customary, which enable you to perform the activities outlined will be paid either directly by FSEA, or reimbursed pursuant to submission of an expense report and original receipts. These expenses include but are not limited to, supplies, copies, printing, postage, and travel.
Project a positive and professional image as a representative of the Society.
Initiate and oversee the effective operation of the Society
Exhibit prudent fiscal management and sound fiscal responsibility
Ensure appropriate insurance coverage for the Society and assets of the Society (Directors and Officers Liability (D&O) insurance; event cancellation insurance; property insurance, etc.)
Ensure appropriate and adequate record retention
Ensure that the Society meets all its obligations
Maintain and safeguard the assets, records, documents and graphic guidelines (brand awareness) of the Society
Undertake specific responsibilities, including but not limited to:
Administrative Management - website, vendor contracts, maintain governing documents, secure files, officer and director information packets, policies and procedures, and chapter resources
Fiscal Management - operate within a budget, follow strict financial policies, track and report income and outflows for particular events, activities, and initiatives; work with Treasurer and Audit committee as needed during financial, tax, and audit reporting
Meetings -organize, schedule, notify and attend meetings of the Board of Directors and Executive Committee and Membership. Compile and distribute agendas and reports. Provide orientation materials and ongoing support to Committee Chairs and Task Forces. Attend state, national, and IRS meetings as requested.
Member Communications -respond to inquiries, develop and deliver newsletter, press releases, solicit advertisements for newsletter, maintain member directory, and website. Promote advocacy efforts, and keep membership informed of political issues and progress.
Elections - ensure proper procedures regarding electronic ballots, and timelines.
Annual Conference and Educational Programs - Cooperate with committee chairs to schedule, market, organize, and promote educational events. Negotiate contracts with site managers and service providers, reserve room blocks, plan meals, social activities, create name tags, agendas, handouts, flash-drives. Process registrations, coordinate speaker travel and accommodations, proctor CE, prepare certificates, manage IRS CE provider program.
Encourage growth of membership, and volunteerism and leadership of members within the Society
Preferred Skills/Work Experience/Certifications:
- Bachelor's degree or equivalent work experience
- 3 years Professional Association Management experience preferred.
- Certified Association Executive (CAE) preferred
- Proven experience in successful event and meeting planning with education, vendors, entertainment, and sponsors preferred
- Experience with social media management across multiple platforms (Twitter, Facebook, Instagram, etc)
- Highly computer literate - skilled in computer systems and software or ability to learn quickly
- Active participation in Executive Committee, Board of Directors
- Knowledge of Roberts Rules of Order and Parliamentary Procedures
- Excellent verbal and written communication skills, including grammar, proofreading, and editing
-Ability to work well under pressure and meet deadlines
-Capacity to prioritize and work on multiple projects
-Ability to work independently, collaboratively, and flexibly
-Ability to work virtually with other team members via email, video conferencing, and screen-sharing.
-Ability to provide responses to requests within one business day.
-Fluent English-speaking skills
-Willingness to undergo a criminal background check
-Exceptional organization skills
-Self-motivated and able to motivate, guide, and coach volunteers
-Committed and Loyal
-Integrity and Honesty at all times
-Cooperative, responsive, diplomatic, and friendly
Telecommuting is allowed.
Internal Number: EVP2018
About Florida Society of Enrolled Agents
The Florida Society of Enrolled Agents (FSEA) is a state affiliate of the National Association of Enrolled Agents (NAEA) (www.naea.org), a member of ASAE. The Enrolled Agent (EA) is the only federally licensed tax professional. The Florida Society of Enrolled Agents (FSEA) is THE professional society representing Enrolled Agents (EAs) in Florida. EA's are licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS), including examination, collection and appeals functions. The NAEA works in partnership with state affiliates on state-based legislation and regulatory issues. Both FSEA and NAEA award scholarships in support of the profession and the continued education of tax practitioners.