We are looking for a Senior Legal Support Coordinator who thrives on collaboration, has a knack for problem-solving, and enjoys working with purpose alongside attorneys and cross-functional teams. In this role, you'll be instrumental in making our Legal Services Team run smoothly—managing workflows, coordinating communication, and supporting attorneys so they can focus on high-impact legal work. 

You’ll partner with a talented and collaborative colleague in the same role, and also provide direct, trusted support to at least one of our senior attorneys.

Key Responsibilities  

Team & Communication Champion (40%) 

• Be a central connector—helping coordinate across legal, tax, finance, and client teams 
• Communicate clearly and confidently with both internal teams and clients 
• Take ownership of administrative tasks such as preparing legal documents, corporate resolutions, and compliance paperwork 
• Help translate legal needs into actionable next steps for teams throughout the organization 

Paralegal & Legal Process Partner (30%) 

• Help "close the loop" on legal projects by managing follow-ups, documentation, and task tracking 
• Serve as the point person for legal-related requests that span multiple departments 
• Provide foundational support—saving records, tracking case status, and ensuring continuity for clients and internal teams 

Process & Operations Innovator (30%)

• Spot opportunities to streamline processes and share knowledge across teams 
• Partner with our Operations Director to improve workflows and enhance clarity 
• Develop helpful guides and documentation so that others can understand and navigate legal procedures more effectively 

Requirements

• A proactive, can-do spirit with excellent communication and interpersonal skills 
• A natural ability to organize, prioritize, and keep multiple projects on track 
• Strong emotional intelligence—you know how to adapt your approach to different people and situations 
• Experience in legal, compliance, or philanthropic environments 
• Comfort working both independently and in close collaboration with others 
• At least 5 years of experience in a professional office setting 
• A bachelor’s degree preferred; nonprofit experience a strong plus 

Job Requirements for Hybrid & Remote Work Environment: 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: Must be able to reliably commute to the office 1-2 days per month and meet in-person collaboration requirements as needed. 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Senior PCA's work directly with a Director and other seasoned client advisors to support and guide private foundation clients in conducting their philanthropic and administrative activities to assure a superior experience with Foundation Source. They will establish and maintain personal contact with a dedicated base of clients by responding to requests for information, anticipating and customizing services to meet client needs, and providing impeccable service and support to clients and their trusted advisors. This includes the following responsibilities, done in collaboration with or as delegated by the supervisor or other senior staff.

Key Responsibilities: 

Client Relations (50%)

• Respond to client phone calls and emails with speed and accuracy ensuring quick resolution to client, marshalling appropriate resources from other departments when necessary. 
• Maintain working knowledge of all FS systems, processes and products and proactively review accounts to identify opportunities to be of service to clients, deepen their philanthropic knowledge, and build client loyalty to the company.
• Implement new clients onto FS technology platform and back office services, coordinating among internal account implementation, financial and IT specialists, as well as the client’s financial institutions and advisors. 
• Provide a basic level of technology support, including assisting clients in becoming familiar and comfortable with Foundation Source Online (FSOL). 
• Assist clients with advanced grantmaking such as to fiscal sponsors; through intermediaries; to supporting organizations; and using expenditure responsibility or equivalency determination.  
• Occasional travel to attend trainings or meetings with clients may be possible.

Client Operations/Administrative (40%)

• Assist in the development, execution, and maintenance of FS Requests (online applications) and FS Results (online reports) to facilitate online grant application and reporting processes. 
• Help customize FSOL tools and resources for individual client use (page views, digital letterhead, email and letter templates, proposal and report forms, etc.).
• Reviewing and facilitating payment of invoices, expense reports and reimbursements, ensuring accuracy and compliance with IRS rules and private foundation best practices;
• Reviewing and processing grant letters for same;
• Gathering financial information from advisors, financial institutions, and clients as needed to ensure accurate account reconciliation, estimated excise tax calculations, and annual state and federal return filings;
• Preparing and compiling materials for Trustee and Board of Directors’ meetings;
• Generating reports both for client and internal use and reference, using proprietary software platforms and MS Office products;
• Facilitating basic communication among client foundations and their applicants and grantees using FS Requests and Results technology, email blasts, and phone calls as necessary and appropriate
• Maintain accurate and professional client records so that key issues and interactions are easily reviewed and understood.

Strategy, Research and Development (10%)

• Maintain confident knowledge of FS systems and processes, compliance and general philanthropy issues by attending various trainings and info sessions and be able to effectively articulate this information to clients as needed and appropriate. 
• Consistently seek ways to improve our product and services, while simultaneously identifying ways to maximize efficiencies without compromising service quality.

Requirements

• Clear and effective communication skills, written and verbal, appropriate for working with ultra-high net-worth individuals, corporate and foundation executives, and their advisors and staff are required.
• Strong client-service orientation and interpersonal skills: a “can-do” attitude and strong sense of diplomacy are absolutely critical.
• Highest level of integrity, including respect for and adherence to client and corporate confidentiality.
• A strong and proven ability to organize and efficiently handle a high volume of work, prioritize issues and tasks, and track multiple accounts at various stages of implementation and service balanced with flexibility and adaptability to handle unexpected changes in priorities.
• Strong, yet balanced, attention to accuracy without getting weighed down with minutia.
• Strong analytical skills to review and get to the heart of client issues quickly and determine efficient resolutions.  Solutions oriented and ability to present one’s self as an authority capable of resolving issues and providing solutions.
• Computer savvy, including current experience using Outlook, Word, Excel, PowerPoint, and Salesforce as well as the ability to conduct Internet research, and to learn and utilize new technology such as Foundation Source’s proprietary systems.
• Ability to display grace under pressure and positivity in a high-volume, high-energy environment both with clients and colleagues. 
• An action-oriented approach to work and the curiosity and desire to take on more.
• Ability to work independently while continuing to grow and gain expertise from senior staff.
• Demonstrated track record of successful employment in a professional office environment required.
• Bachelor’s Degree or equivalent job experience required.
• An ideal candidate will have 7-10 years’ experience delivering relationship and administrative support and exceptional customer service at a private foundation, financial services firm, or family office or will demonstrate similar relevant experience.
• General knowledge of compliance and administrative issues pertaining to private foundations a plus. 

As a Private Client Advisor at Foundation Source, you will be a trusted point of contact for private foundations and their advisors—bringing a steady, detail-oriented approach to relationship and account management. This role is ideal for professionals who thrive in structured environments, enjoy problem-solving through deep expertise, and value meaningful, long-term client relationships. 

You will serve as a reliable guide and liaison, helping ensure that each foundation operates smoothly, compliantly, and with purpose. 

Key Responsibilities:

Client Relationship Stewardship (30%) 

• Serve as the primary relationship manager for a portfolio of private foundations. 
• Respond to client inquiries with care, clarity, and precision across email, phone, and video communications. 
• Provide relevant insights and updates to proactively support client success and long-term engagement. 
• Support client retention goals by consistently delivering high-value, trustworthy service. 
• Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings. 

Operational Oversight & Coordination (30%) 

• Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations. 
• Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support. 
• Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations. 

Client Onboarding & Education (30%) 

• Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs. 
• Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions. 
• Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations. 

Professional Development & Process Improvement (10%) 

• Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services. 
• Identify opportunities for internal process improvements and client service enhancements. 
• Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision. 

Requirements

• 1–2 years in a client-facing, administrative, or compliance support role—ideally within philanthropy, financial services, or a family office. 
• Experience in a high-accountability, professional services setting preferred. 
• Bachelor’s degree or equivalent professional experience required. 
• A methodical, service-oriented mindset with strong organizational skills and attention to detail. 
• Strong written and verbal communication skills with a professional, composed tone. 
• Natural curiosity and a desire to build subject-matter expertise in philanthropy, compliance, and operations. 
• Comfort with structure, deadlines, and multitasking across a portfolio of clients. 
• Proficiency in Microsoft Office and the ability to learn internal platforms and client tools. 
• High integrity and a deep respect for confidentiality in client interactions. 

Job Requirements for Remote Work Environment: 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Join our mission-driven Tax and Accounting team and make a meaningful impact by supporting over 2,400 private foundations across the country. We’re seeking a dependable and detail-oriented Tax & Accounting Associate who thrives in a structured, process-driven environment. This is an excellent opportunity for individuals who enjoy working with precision, value consistency, and take pride in delivering accurate, high-quality work.

In this role, you’ll support both payroll reporting and complex accounting functions, including year-end transitions and alternative asset tracking. Your responsibilities will be clearly defined, and you’ll collaborate with a knowledgeable team of professionals who value rigor and accountability. 

Key Responsibilities  

Payroll Reconciliation (60%) 

• Import and classify payroll transactions for clients using Foundation Source or external vendors. 
• Analyze and reconcile payroll data including gross wages, taxes, deductions, and benefits. 
• Collaborate with clients and payroll providers to resolve discrepancies. 
• Assist in preparing year-end payroll reports that support foundation tax filings. 

Complex Accounting (40%) 

Transition Year Support (30%) 

• Upload opening balances and manually enter historical data for new clients. 
• Reconcile financial data to IRS Form 990-PF and resolve inconsistencies. 
• Participate in onboarding calls to gather detailed financial background. 
• Work with cross-functional teams to ensure a smooth transition and accurate records. 

Alternative Asset & Depreciation Support (10%) 

• Support senior staff in reviewing alternative assets such as offshore corporations and private holdings. 
• Prepare annual depreciation schedules and update our proprietary system accordingly. 

Requirements

• A Bachelor’s degree in Accounting, Finance, Economics, or Business (preferred). 
• 2+ years of relevant experience, especially in payroll or financial reconciliation. 
• A high level of attention to detail and a commitment to accuracy. 
• Comfort working independently in a remote or hybrid environment. 
• An ability to follow and improve upon established processes and systems. 
• Strong communication skills and a desire to work collaboratively. 

Job Requirements for Remote Work Environment: 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Are you driven by challenge, energized by connecting with people, and ready to make an impact in the world of philanthropy? Foundation Source is seeking a bold, goal-oriented, and persuasive Business Development Representative (BDR) who thrives on identifying opportunities, owning the sales process, and influencing outcomes. 

This role is ideal for someone who’s not just looking to follow a script — but to lead with strategy, engage with charisma, and think beyond the obvious. If you’re a natural relationship-builder, confident communicator, and a self-starter who loves bringing in new business, we want to meet you. 

Key Responsibilities:  

Lead Discovery (50%)

• Proactively identify, research, and engage high-potential prospects using a multichannel approach (email, phone, social media). 
• Bring insight to conversations — prepare a compelling POV before every outreach. 
• Engage decision-makers confidently, uncover business needs, and clearly communicate the value of Foundation Source’s offerings. 
• Qualify leads, gain commitment, and seamlessly transition them to our Sales Directors. 
• Act as the front line of new client engagement, constantly testing and refining outreach strategies. 

Territory Growth (35%)

• Own your territory in partnership with Sales Directors — drive pipeline growth and brand visibility. 
• Consistently exceed KPIs related to lead generation, meetings set, and revenue influenced. 
• Participate in client events, webinars, and presentations — you’re a face of our brand. 
• Stay on top of market trends and industry news to position yourself as a strategic partner, not just a rep. 

CRM & Pipeline Management (15%)

• Maintain high standards of data accuracy in Salesforce. 
• Prioritize and re-engage cold or inactive leads with persistence and creativity. 
• Use data tools to optimize territory and outreach strategies. 

Requirements

Desired Knowledge, Skills & Abilities:   

• 2+ years of inside sales, business development, or similar experience. 
• Proven success in a high-energy, goal-driven sales environment (metrics and wins matter — bring your scoreboard). 
• Outstanding verbal and written communication skills — confident on the phone and in virtual meetings. 
• Not afraid to cold call or to ask the tough questions. 
• Experience with Salesforce and other prospecting tools (LinkedIn, ZoomInfo, Outreach, etc.). 
• Passion for philanthropy, finance, or nonprofits is a plus. 
• Bachelor’s degree preferred but not required. 

You’re Probably a Great Fit if: 

• You’re a natural at making connections and influencing people. 
• You challenge the status quo and enjoy building something new. 
• You’re a take-charge leader who thrives in ambitious environments. 

Work Environment:  

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.  
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Flexibility: This position offers the possibility for remote work with occasional in-office collaborative opportunities. Office is open daily for individuals within commuting distance. 
• Travel: Potential travel opportunities 
• Business Hours: 8:30 AM – 5:30 PM EST (occasional flexibility to support clients in other U.S. time zones). 

Physical Demands:  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.???? 

An Equal Opportunity Employer  

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.  

At PG Calc, we help nonprofits and enterprise clients achieve long-term success through innovative planned giving solutions—and we're looking for a bold, forward-thinking leader to help us expand that impact. As Associate Director of Client Services, you will play a critical role in shaping the client experience, developing talent, and contributing to the evolution of our products and services. 

This is more than a management role—it's a strategic leadership opportunity for someone who thrives in dynamic environments, takes initiative, and sees complexity as a challenge to conquer. You’ll lead a team of dedicated professionals, partner cross-functionally across departments, and work directly with clients ranging from small nonprofits to major institutions. You’ll have the autonomy to drive improvements, the trust to make decisions, and the platform to influence change at both the team and company level. 

If you're driven by outcomes, fueled by curiosity, and ready to lead with clarity and purpose—we want to meet you. 

Key Responsibilities: 

Client Experience & Relationship Building (60%) 

• Serve as a subject matter expert and trusted advisor to our nonprofit clients. 
• Deliver strategic, solution-oriented support for PG Calc’s suite of products, including PGM Anywhere, GiftWrap, Bequest Manager, and GiftCalcs. 
• Resolve complex client issues with confidence and professionalism. 
• Build long-term, high-value relationships with clients ranging from small nonprofits to large enterprises. 
• Collaborate cross-functionally with Development and Sales to represent the voice of the client. 

Strategic Team Leadership (30%) 

• Hire, mentor, and manage a talented client services team to deliver exceptional results. 
• Establish and maintain high-performance standards for service delivery. 
• Champion continuous learning and professional development in the area of planned giving. 
• Collaborate with senior leadership to optimize workflows and drive departmental efficiency. 

Training, Services, and Product Insight Leadership (10%) 

• Lead the design and delivery of impactful training sessions, orientations, and product education. 
• Oversee the development and execution of an annual training schedule and related materials. 
• Supervise delivery of key services such as calculation and reporting solutions, ensuring operational excellence. 
• Act as product liaison, advocating for client needs in software development and enhancements. 
• Stay current on planned giving trends and PG Calc publications to inform training and service innovation. 

Requirements

• Bachelor’s degree with 5+ years of relevant experience, or 8+ years of equivalent work experience. 
• Deep understanding of planned giving vehicles and related fundraising strategies. 
• A confident, decisive problem-solver who thrives in fast-paced, evolving environments. 
• Strategic and analytical thinker with a long-term mindset and a focus on results. 
• Passionate about making an impact through exceptional client service and high-performing teams. 
• Self-motivated and energized by autonomy, challenge, and continuous improvement. 
• An effective communicator with the ability to influence, lead, and inspire others. 
• Proven track record of delivering excellent customer service in a professional setting. 
• Demonstrated success in managing or scaling teams, systems, or operational processes. 
• Experience with PG Calc software is a strong plus—or the ability to learn quickly and independently. 
• Comfortable with Microsoft Office; experience with CRMs such as SalesForce is a bonus. 

Job Requirements for Hybrid Work Environment: 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: Must be able to reliably commute to the Cambridge office 2 days per week, and meet in-person collaboration requirements as needed. 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Foundation Source is seeking a reliable, detail-driven Associate to join our PG Calc Endowment Sub-Accounting (ESA) team. This role is ideal for someone who takes pride in doing things the right way, values consistent processes, and enjoys being part of a dependable and supportive team. 

The Gift Admin Associate will be responsible for producing monthly and quarterly endowment sub-accounting reports for a portfolio of nonprofit and institutional clients. This position also supports planned giving reporting and provides backup to our Gift Administration Financial Administrator. 

If you’re someone who finds satisfaction in precision, enjoys structured work, and wants to make a meaningful contribution to organizations doing good in the world, this role may be the perfect fit. 

Key Responsibilities: 

Produce Monthly and Quarterly Endowment Reports (85%) 

• Serve as a reliable point of contact and relationship manager for a portfolio of client accounts. 
• Analyze and reconcile financial data, ensuring accuracy and integrity in all reporting. 
• Maintain established processes to produce timely and accurate sub-accounting reports. 
• Distribute reports in accordance with contractual deadlines and resolve client questions as needed. 
• Support teammates by serving as a backup relationship manager during scheduled absences. 
• Introduce clients to additional products and services as appropriate. 

Produce Planned Giving Reports (5%) 

• Use GiftWrap software to generate standard planned giving reports. 
• Maintain accurate and timely client data input for monthly/quarterly reports. 
• Support calculations related to FASB liability, state reserve requirements, and CGA market values. 

Support Gift Administration Operations (10%) 

• Provide dependable backup support to the Financial Administrator during peak periods or time off. 
• Assist with tasks including check processing, ACH and wire uploads, and account reconciliation. 
• Ensure timely, error-free financial transactions while maintaining a high standard of customer service. 

Requirements

• Associate or Bachelor's degree in business, accounting, finance, or related field OR 4+ years of on-the-job experience in a finance or administrative environment 
• Strong attention to detail and commitment to accuracy, data integrity, and doing things by the book 
• Thrives in structured environments with defined procedures, recurring tasks, and steady workflows 
• Able to manage multiple priorities with consistency and timeliness while maintaining high quality 
• Communicates clearly and professionally; works well independently and as part of a collaborative team 
• Process-oriented with a continuous improvement mindset and comfort using Microsoft Office and financial software 
• Driven by a sense of purpose and takes pride in supporting mission-driven work through operational excellence 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: If hybrid, must be able to reliably commute to the Cambridge office 2 days per week and meet in-person collaboration requirements as needed. 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes.

Prepare and file foundation tax returns (70%)

• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms) and extensions (8868)

Research, Analysis and Reporting (30%)

• Calculate and review quarterly estimates
• Responsible for drafting responses to client comments and questions
• Research and draft responses to correspondence received from tax authorities (mostly in the form of IRS Notices)
• Analyze Minimum Distribution Requirements
• Other tax related projects as requested by management

Requirements

• Bachelor's degree in accounting, business administration, economics, or finance with a minimum of 2 years of tax return preparation and tax accounting experience preferred
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines
• Strong technical skills (tax, accounting)
• Must work collaboratively in a team environment as well as independently
• Confidence to identify problems and recommend solutions in a fast-paced environment
• Excellent written and oral communication skills
• Knowledge of K-1s and Foreign Filings
• Highly motivated, detail oriented, self-starter
• GL experience a plus

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Ability to maintain a home office that is conducive to work and free of distractions during business hours is required.

An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

In this role as a Senior Tax Services Associate, your primary responsibility will be the intake, research, and resolution of all incoming IRS correspondence regarding our clients' tax filings, payments, credits, and refunds. You will also assist data processing for K-1 reporting, tax return preparation for level 1 and 2 returns, and support ad hoc projects. 

We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is meticulous, highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical. 

Key Responsibilities: 

IRS Notices (60%) 

• Intake, research, and resolution of correspondence from the IRS, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments 
• Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS 
• Coordinate the processing of physical mail from the IRS  
• Manage workflow through project management software 
• Work with other internal stakeholders, such as Tax Accountants (Tax & Legal Affairs), Analysts (Financial Accounting) and Private Client Advisors (Client Services) to resolve client tax matters 

K-1 Preparation (30%) 

• Intake and manage receipt of K-1s  
• Review K-1 input data for accuracy  
• Responsible for resolving and reconciling any differences between the K-1 and Foundation Source records 
• Obtain any additional tax documentation/clarification per K-1 provided to process the K-1 for tax return preparation.  

Tax Return Prep (10%) 

• Prepare private foundation tax returns (Primarily basic IRS Forms 990-PF and accompanying forms) 
• Other tax related projects as requested by management  

Requirements

Desired Knowledge, Skills & Abilities: 

• 2+ years of accounting experience required
• Bachelor's degree or relative work experience preferred 
• Experience working with IRS on resolution of correspondence and other tax matters  
• Knowledge of K-1s 
• Strong analytical and problem-solving skills 
• Stellar organizational skills 
• Strong and clear communication, both in written and verbal formats 
• Adept technical skills (tax, accounting) 
• Must be detail oriented, self-motivated, and able to prioritize 
• Must work well in a team environment as well as independently 
• Ability to learn quickly, take initiative and see projects through completion  
• Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision  

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.