Tax Executives Institute

What Tax Executives Institute does

Tax Executives Institute, Inc. (TEI) is a non-profit professional membership association founded in 1944 and headquartered at 1200 G Street NW, Washington, D.C. It serves as the preeminent global association for in-house corporate tax professionals — tax executives, directors, managers, and specialists working within corporate tax departments — with a network of 50+ chapters spanning the United States, Canada, EMEA, Asia-Pacific, and Latin America. Its core purpose is to provide peer networking, continuing professional education, advocacy before tax authorities, and industry benchmarking for a membership base that includes Fortune-class enterprises (Hydro One, Duke Energy, Visa are documented member companies).

TEI's product surface is anchored by an educational programming portfolio of more than 600 programs per year (seminars, conferences, and week-long in-depth tax courses on federal, international, state and local, and financial reporting topics), supplemented by the bi-monthly Tax Executive magazine (6,000+ readership), the bi-weekly Thought Leadership Bulletin (compiling content from 70+ sponsors), the monthly TEI in Touch member newsletter, and the Tax Leadership Academy. The TEI Engage digital platform functions as an online community for member collaboration, and a Career Center supports tax-department talent matching. Underlying technology is non-proprietary content, advocacy expertise, and network connectivity rather than software platforms; TEI Engage is described as the member-facing community product built on a third-party platform.

The business model combines three revenue streams: recurring membership dues (primary), event and conference registration fees, and tiered corporate sponsorships (Platinum, Gold, Silver, Bronze) from accounting firms, law firms, and tax technology vendors. Thomson Reuters serves as TEI's exclusive affinity partner and co-publishes the annual Corporate Tax Technology Report and State of the Corporate Tax Department Report. Distribution is via the chapter network, annual and midyear conferences (the 2026 Annual Conference is scheduled for Nashville), the digital TEI Engage platform, and referral relationships with sponsor firms who promote membership to their corporate tax clients.

Name

Tax Executives Institute

Legal name

Tax Executives Institute, Inc.

Website

https://tei.org

Company type

Private

Founded year

1944

Operating status

Operating

Headcount range

101–250 employees

Short description

Tax Executives Institute is a 1944-founded non-profit professional membership association headquartered in Washington, D.C., serving in-house corporate tax professionals worldwide through 50+ chapters, 600+ annual education programs, and peer networking.

Ownership category

akta.pro rank

Product category

Professional Tax Association Services

NAICS

Business Associations (813910), Professional Organizations (813920), Business, Professional, Labor, Political, and Similar Organizations (8139)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Professional tax association
• Corporate tax education
• Tax professional membership
• Tax advocacy representation
• Tax peer networking

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual membership fees provide access to all TEI benefits including educational programs, chapter events, publications, and the TEI Engage online community platform.
2. Event Fees: Registration fees for conferences, seminars, courses, and chapter events. Some events offer member discounts while non-members pay higher rates. Special sponsorship arrangements may provide complementary access.
3. Corporate Sponsorships: Platinum, Gold, Silver, and Bronze tier sponsorships from accounting firms, law firms, and tax technology companies. Sponsors gain visibility with TEI's membership base and access to Thought Leadership Bulletin distribution.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Tax Executives Institute is a non-profit professional membership association that delivers continuing professional education, peer networking, industry advocacy, and publishing services to in-house corporate tax professionals worldwide. Its core deliverables include annual membership access, more than 600 educational programs per year (seminars, conferences, and in-depth courses on federal, international, state/local, and financial reporting tax topics), the Tax Executive bi-monthly journal, the bi-weekly Thought Leadership Bulletin, the monthly TEI in Touch newsletter, and the TEI Engage online community platform, all distributed through a 50+ chapter global network.

Product overview

Tax Executives Institute (TEI) is a professional membership organization offering a portfolio of educational programs and publications for in-house tax professionals. The core offerings include more than 600 annual education programs (seminars, courses, conferences), a bi-monthly professional journal (Tax Executive Magazine), a bi-weekly Thought Leadership Bulletin, and the monthly TEI in Touch newsletter. These are supported by a member community platform (TEI Engage), Career Center resources, and the Tax Leadership Academy. TEI organizes content through a network of chapters and regions, with programs covering federal, international, state & local, and financial reporting tax topics.

Differentiator

Problem solved

Functional benefit

Brands

• Tax Executive Magazine: TEI's professional journal published bi-monthly featuring in-depth articles, roundtables, and member profiles.
• Thought Leadership Bulletin
• TEI in Touch
• TEI Engage
• Tax Leadership Academy

Products and services

• Events & Education Programs More than 600 annual continuing education programs for in-house corporate tax professionals, including the Annual & Midyear Conferences (two to two-and-a-half day CPE/CLE approved programs), Institute Courses, Institute Seminars, the Tax Leadership Academy, and Chapter & Regional Events. Content covers federal, international, state and local, financial reporting, and management topics.
• Tax Executive Magazine TEI's bi-monthly professional journal featuring in-depth articles from subject matter experts, roundtables, TEI news, member and leader profiles, and regular columns on tax technology and related issues. Reaches more than 6,000 readers bi-monthly with a searchable archive dating back to 2015.
• Thought Leadership Bulletin A bi-weekly publication compiling top stories, legal alerts, and studies from TEI's more than 70 sponsors, as well as recent TEI advocacy, distributed electronically to members.
• TEI in Touch Member Newsletter A monthly electronic member newsletter providing the latest information regarding TEI news, advocacy, events, and membership benefits.
• TEI Engage Online Member Community Digital member community platform for networking, resource sharing, collaboration, and event registration among tax professionals, including an eCommerce merchandise store and the Learning Hub.
• TEI Career Center Career resources and job board serving TEI members in the tax profession.

Quantifiable outcome

• 79% of corporate tax departments have automated half or less of their work processes
• +4 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

27 partnerships are on record, tiered exclusive affinity partner, platinum sponsor, silver sponsor, bronze sponsor, minor and gold sponsor.

• Thomson Reutersexclusive affinity partnerGTM or Marketing PartnerThomson Reuters is TEI's exclusive affinity partner and co-publishes the annual Corporate Tax Technology Report and State of the Corporate Tax Department Report. Thomson Reuters provides exclusive sponsorship of TEI's research initiatives and the TEI Engage community platform.
• Andersenplatinum sponsorGTM or Marketing PartnerAndersen is a Platinum sponsor of TEI, participating in chapter events and educational programming.
• BDO USAplatinum sponsorGTM or Marketing PartnerBDO USA is a Platinum sponsor hosting chapter events including ASC 740 seminars in multiple locations.
• Bloomberg Tax & Accountingplatinum sponsorGTM or Marketing PartnerBloomberg Tax & Accounting is a Platinum sponsor contributing to Thought Leadership Bulletin content.
• CAC Specialtyplatinum sponsorGTM or Marketing PartnerCAC Specialty is a Platinum sponsor specializing in tax insurance and structured risk solutions.
• Crowe LLPplatinum sponsorGTM or Marketing PartnerCrowe LLP is a Platinum sponsor hosting chapter events including Ethics Tax Meetings.
• Cruxplatinum sponsorGTM or Marketing PartnerCrux is a Platinum sponsor focused on climate and sustainability tax solutions.
• CSC Corptaxplatinum sponsorTechnology or IntegrationCSC Corptax is a Platinum sponsor providing tax technology solutions to TEI members.
• Deloitteplatinum sponsorGTM or Marketing PartnerDeloitte is a Platinum sponsor hosting numerous chapter events including Seattle Tax Technology sessions, Wisconsin International Tax Updates, and Los Angeles International Tax Updates.
• Eversheds Sutherlandplatinum sponsorGTM or Marketing PartnerEversheds Sutherland is a Platinum sponsor providing legal and tax advisory services.
• Ernst & Young (EY)platinum sponsorGTM or Marketing PartnerEY is a Platinum sponsor hosting chapter events including New Jersey Full Day Seminars, Minneapolis Tax Insurance sessions, and Denver International Tax Day.
• Forvis Mazarsplatinum sponsorGTM or Marketing PartnerForvis Mazars is a Platinum sponsor hosting Portland Tax Technology sessions and Raleigh CPE events.
• Grant Thorntonplatinum sponsorGTM or Marketing PartnerGrant Thornton is a Platinum sponsor providing tax and advisory services to corporate members.
• KPMGplatinum sponsorGTM or Marketing PartnerKPMG is a Platinum sponsor hosting chapter events including Arizona Chapter events and Dallas Tax School.
• Mayer Brownplatinum sponsorGTM or Marketing PartnerMayer Brown is a Platinum sponsor providing legal and tax advisory services.
• PwCplatinum sponsorGTM or Marketing PartnerPwC is a Platinum sponsor hosting chapter events including Atlanta Transformative Leadership, Los Angeles Breakfast Briefings, and Dallas International Tax Updates.
• RSMsilver sponsorGTM or Marketing PartnerRSM is a Silver sponsor providing tax and consulting services to middle-market companies.
• Ryanplatinum sponsorGTM or Marketing PartnerRyan is a Platinum sponsor specializing in tax recovery and tax technology solutions.
• Vertexplatinum sponsorTechnology or IntegrationVertex is a Platinum sponsor providing indirect tax technology solutions.
• Vinson & Elkinsplatinum sponsorGTM or Marketing PartnerVinson & Elkins is a Platinum sponsor providing legal services in energy and tax matters.
• Wells Fargoplatinum sponsorGTM or Marketing PartnerWells Fargo is a Platinum sponsor providing banking and financial services perspective.
• Wolters Kluwerplatinum sponsorTechnology or IntegrationWolters Kluwer is a Platinum sponsor providing tax and accounting information solutions.
• Reed Smithsilver sponsorGTM or Marketing PartnerReed Smith is a Silver sponsor hosting Connecticut Valley Chapter Indirect Tax events.
• Holland & Hartbronze sponsorGTM or Marketing PartnerHolland & Hart is a Bronze sponsor hosting Denver Chapter Tax Hot Topics events.
• Ice MillerminorGTM or Marketing PartnerIce Miller is a sponsor hosting Indiana Chapter Indianapolis Indians Game events.
• Baker McKenziegold sponsorGTM or Marketing PartnerBaker McKenzie is a Gold sponsor hosting Los Angeles Chapter Breakfast Briefings.
• Greenberg Traurigbronze sponsorGTM or Marketing PartnerGreenberg Traurig is a Bronze sponsor hosting New York Chapter diversity and SALT policy events.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• American Institute of CPAs (AICPA): Largest US accounting professional association with a substantial Tax Section serving CPA tax practitioners. Comparable to TEI as a membership-based professional body delivering CPE, advocacy, and publications, though its constituency is broader (CPAs across audit, advisory, and tax).
• Financial Executives International (FEI): Membership organization for senior financial executives (CFO, controller, tax) at large companies. Directly comparable peer as a professional association serving in-house finance leadership, with overlapping event, advocacy, and publication offerings targeted at the same corporate buyer.
• Institute of Management Accountants (IMA): Global association for management accountants and financial professionals offering certification (CMA), education, and networking. Comparable peer in professional-association structure and continuing education, but its focus spans broader management accounting rather than in-house tax.
• Association of International Certified Professional Accountants (AICPA & CIMA combined): Combined AICPA and CIMA body representing CPAs and management accountants globally. Comparable to TEI in delivering professional education, certification, and advocacy at scale, with significant tax-related programming that overlaps with TEI's content areas.

Direct peers

• National Association of Tax Professionals (NATP): US membership association for tax preparers and practitioners delivering education, certifications, and member resources. Closely comparable to TEI's education-and-membership model, though its members are predominantly external practitioners rather than in-house corporate tax executives.
• National Tax Association (NTA): US academic and practitioner association focused on tax policy and theory, hosting conferences and the National Tax Journal. Comparable to TEI as a membership body serving tax professionals with conferences, publications, and advocacy, but with a stronger academic/policy orientation.
• The Tax Council (TTC): US policy-focused organization for corporate tax executives from Fortune 500 companies, emphasizing federal tax policy advocacy. Closely comparable to TEI in serving senior in-house tax leaders, though TTC is smaller and more policy-centric versus TEI's broader educational mandate.
• International Fiscal Association (IFA): Global association for tax professionals and academics focused on international and cross-border tax issues. Comparable to TEI in serving tax practitioners through congresses, publications, and branch networks, with a distinct international-tax specialty overlap.

Regional players

• Chartered Institute of Taxation (CIOT): UK-based professional body for tax specialists offering membership, qualifications, and CPD. Highly comparable to TEI in mission and structure (membership association for tax professionals, education, advocacy), but primarily serves the UK jurisdiction.
• Tax Adviser (Tax Institute, CTA program): Australia's peak body for tax professionals offering the Chartered Tax Adviser designation, education, and member services. Comparable in association structure and member-service model to TEI, but operating primarily within the Australian market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/tei_updates
• Facebookfacebook.com/tax-executives-institute-1542293939347375
• LinkedInlinkedin.com/company/tax-executives-institute

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tax Executives Institute