The tax world is complex, which makes it all the more necessary to stay abreast of industry trends and changes. But that’s easier said than done. Many tax practitioners turn to professional tax organizations to get the information they need. Being part of one or more organizations gives you a leg up because it offers you ways to:
- Learn about industry happenings and trends
- Stay on top of new tax laws and how they could impact your company or clients
- Network with other tax professionals
- Gain tax insights from knowledgeable peers
- Earn valuable professional credentials and continue your education
Such benefits can help you become more marketable and advance in your career. Keep reading to get the rundown on several professional organizations for tax accountants, CPAs, tax preparers, tax analysts, and managerial tax and accounting roles.
5 Noteworthy Professional Tax Organizations
1. Tax Executives Institute (TEI)
TEI is an organization best suited for in-house tax professionals. Members are business executives such as accountants, lawyers, and other roles responsible for tax affairs of their employers in a managerial capacity.
Joining TEI provides several benefits:
- Network through chapter, regional, and institute-level events and members-only forums.
- Access 600+ continuing education programs.
- Collaborate on advocacy projects relevant to your company and the tax profession to promote effective tax policies and administrative practices.
Here are a few key membership facts about TEI:
- Members: 7,000
- Eligibility: You must be a corporate employee who primarily administers taxes on an executive or management level; in addition, you must meet certain minimum experience requirements.
- Annual fees: $275 for full members, $100 for associate members, $25 for student and emeritus members, and no fee for honorary members
You can join TEI here.
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NAEA is one of the most well-known tax preparer organizations. Established in California in 1972—making 2022 its 50th year in operation—this organization emphasizes “education and community” for enrolled agents (EAs) and other professionals seeking success in a tax-based career.
Becoming an NAEA member means you can:
- Access a free EA exam preparation course through the NAEA’s partnership with Surgent Professional Education.
- Take advantage of discounted member pricing on continuing education and events offered by the association.
- Read its bimonthly publication EA Journal, which provides state and federal tax information.
Here are a few key membership facts about NAEA:
- Members: 8,000
- Eligibility: Only EAs can be members; non-EAs may join as associates.
- Annual fees: $265 for both members and associates; new EAs qualify for a $100 discount if they’ve passed the SEE exam within the last 12 months
You can join NAEA by:
- Visiting its website,
- Calling (202) 822-6232, or
- Sending an email to email@example.com
AICPA was started for CPAs and non-CPAs who have a “deep involvement in accounting or finance.” The association offers many resources aimed at furthering the career of current CPAs and making the path to becoming a CPA easier.
Joining the AICPA gives you:
- Access to a future-ready exam and learning materials for becoming a CPA
- Tips and strategies for professional CV/resume writing and interviewing
- Discounts at more than 20 partner companies
A few key membership facts about AICPA:
- Members: 689,000
- Eligibility: You must agree to complete 120 hours of continuing professional education every three years and, in some cases, enroll in its peer review program.
- Annual fees: $470 for international associates, $315 for regular members and affiliates, $165 for retirees, $100 for candidates, and no fees for student affiliates
You can join AICPA here.
NATP provides resources, connections, and knowledge to tax preparers so they can properly prepare returns and advise on tax matters. NATP members average nearly 30 years of tax preparation experience.
As an NATP member you can:
- Access live and online research services, and resources for clients
- Collaborate with state chapter members to discuss state-specific issues
- Make use of webinars and self-study courses
A few key membership facts about NATP:
- Members: 23,000
- Eligibility: No requirements
- Annual fees: $660 for premium, $205 for professional, and $99 for basic membership
Unlike the preceding professional tax organizations, the NSTP serves a broad spectrum of tax practitioners—EAs, CPAs, and more. The society strives to help its members “attain the greatest expertise, proficiency, and competency in all areas of the tax profession.”
NSTP members get access to:
- Presentations approved for continuing education credits with the IRS, NASBA, and CTEC
- The society’s tax helpline
- A weekly email newsletter that features articles on the latest tax news and issues
A few key membership facts about NSTP:
- Members: Unknown
- Eligibility: No requirements
- Annual fees: $1,499 for executive members, $179 for full members, and $129 for associate members
You can join NSTP here.