Policy and Taxation Group Washington, DC, USA
Oct 31, 2018Contract
Job Description For : CEO of Policy and Taxation Group Reports to : The Board of Directors Summary: Responsible for the overall strategic and operational responsibility for PATG organization in accordance with its vision and mission. The CEO works under the general oversight of the Board of Directors. Responsibilities Leadership & Management: Set legislative strategy with the help of the Board of Directors, consultants and attorneys Retain and manage attorneys and consultants Prepare agenda, organize and lead Board of Directors Meetings and other Advisory Board Meetings quarterly or more frequent as needed. Manage accountant/controller, including delegation of duties and review of financial statements Manage cash flow including authorization of bill payments, monitoring adherence to approved budget and raising of capital for future needs. Receive Donor checks, deposit and immediately follow up with thank you emails and written thank you donation letters, always personalized with hand written notes. Manage web site with assistance of Loren Nelson, computer consultant; provide all information for posting to web site to maintain current and relevant data. Manage/ Review with controller, insurance coverage and State and Federal tax filings Fundraising and Communications: Actively Seek Funding throughout the year, including correspondence and follow through of potential donors. Send invoices for payment. Make regular legislative visits, usually monthly, in DC, personally to hear first-hand from legislators. Present at conferences, events and family meetings as requested to educate and raise funds. Schedule and organize regular Supporter update phones calls and twice annual physical meetings in DC with Supporters including determination of agenda, speakers and topics. Write Op-eds, talking points and other materials, as needed.