We are seeking a Marketing Manager, DAFs to lead the development and execution across marketing channels related to our Donor-Advised Fund (DAF) technology offerings. In this role, you will serve as a bridge between the DAF team and the broader Marketing function – bringing strategy to life through events, social media, content, and more. 

Ideal candidates will bring a solid understanding of the philanthropic landscape, particularly how donor-advised funds operate, and will be passionate about engaging financial advisors, donors, and other stakeholders on the benefits of DAF technology. 

This position offers a unique opportunity for you to grow within the Foundation Source marketing organization over time, while working closely with both the Marketing and DAF teams. 

Key Responsibilities:   

• Multi-Channel Campaign Execution: Implement integrated marketing campaigns across digital, social, email, events, and content channels to drive DAF awareness and adoption. 
• Event Management: Coordinate DAF-focused webinars and conference participation to showcase Foundation Source's DAF technology solutions to financial advisors and donors. 
• Social Media and Digital Presence: Develop and oversee DAF-specific social media content and digital advertising efforts to increase brand visibility and engagement. 
• Content Execution: Provide content support for DAF-focused material across formats (email, blog, web, etc.) as needed, working with subject matter experts to distill complex DAF concepts into accessible narratives. 
• Email Marketing: Support copywriting, testing, and scheduling of DAF-related email campaigns in coordination with broader marketing goals. 
• DAF Marketing Calendar Management: Maintain and update the content calendar specifically for DAF marketing activities, ensuring visibility and alignment across teams. 
• Performance Tracking: Monitor performance metrics and help translate insights into DAF campaign optimizations. 
• Brand & Messaging Alignment: Ensure all DAF-related marketing aligns with Foundation Source’s tone, voice, and brand guidelines. 
• Cross-Functional Coordination: Collaborate with the DAF team to translate product and service insights into engaging marketing materials. 

Requirements

• 3–5 years of marketing experience, preferably in financial services, fintech, or philanthropy, with direct experience or familiarity with donor-advised funds. 
• Experience implementing integrated marketing campaigns across multiple channels (digital, social, email, events) and coordinating webinars/conference participation. 
• Excellent writing and communication skills, with the ability to translate complex financial concepts into engaging content for diverse audiences. 
• Proficiency with marketing automation, CMS platforms, social media tools, and analytics (e.g., HubSpot, Sanity). 
• Strong project management skills with the ability to manage multiple initiatives while maintaining attention to detail. 
• A collaborative, team-oriented approach with excellent cross-functional communication and a passion for mission-driven work. 

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. 

Time Zone: Must be able to work in EST 

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. 

The Office and Client Services Associate will work with the Office Services team and Client Services teams to provide support for various functions in-office. This includes client inbound and outbound mail, general email in-boxes, phone coverage, and other duties related to checks and client outreach and communications. 

Key Responsibilities:

On-Site Office Operations - 70% 

• Receive, scan, distribute, and address all incoming and returned mail from state and federal agencies, vendors, and charities, etc. 
• Manage outgoing deliveries via USPS and FedEx 
• Assist with incoming phone calls and incoming e-mail in support inboxes 
• Assist in the daily operations of the office including administrative support, vendor management, and office supply inventory 
• Fulfill requests from remote employees for printing and mailing, and supply orders 
• Maintain accounts for ordering meals for employees and on-site meetings as needed 
• Identify opportunities for process and office management improvements, design and implement new systems 
• Provide general office and Client Operations support as needed 

Client Support - 30% 

• Work with proprietary software and confidential client information 
• Prepare check deposit forms 
• Client and charity outreach via phone and email for funding, tax questionnaires, check acknowledgments, verbal verifications, etc. 
• Assist with MDR tracking, donor allocations, expense monitoring 
• Board book assembly and mailing 

Requirements

• Clear and effective communication, both written and verbal 
• Respect for and adherence to client confidentiality 
• Computer savvy, including competency with the Microsoft Office application suite (especially Outlook, Excel, and Word) 
• Strong organizational skills, attention to detail, commitment to accuracy and excellent work product, employed with maximum efficiency 
• Accountability and initiative with regards to executing tasks and coordinating with colleagues 
• Proven ability to handle a high volume of work, prioritize issues and tasks, and to display “grace under pressure” and equanimity 
• An action-oriented approach to work and desire to take on more, as necessary 
• A constructive, can-do attitude, with a focus on achieving positive, successful outcomes, especially in challenging circumstances 
• Receptiveness to feedback and critique, demonstrating maturity and self-awareness through a consistent willingness to listen, learn, and ask questions 
• Strong client-service orientation and interpersonal skills, including a sense of diplomacy and a desire to be a key contributor to a smoothly running team and department 
• A professional presence and demeanor in working with both internal and external constituents 
• An ideal candidate will have at least 1-2 years of successful employment in a professional office environment 
• General knowledge of administrative tasks/issues pertaining to private foundations a plus 

Work Location: Must be able to report to Fairfield, CT office 5 days per week. 

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 searching for a part-time, temporary, key player in the Reconciliation and Valuation division of our Financial Accounting department. The person in this role will be responsible for executing timely reconciliations to verify all financial transactions are entered, portfolio assets are accounted for and data is complete; assisting with statement intake and valuation procurement to ensure current period deliverables are met.  

Key Responsibilities: 

• Record transactions to the ledger for the charitable and investing activity of our clients (cash receipts, disbursements, journal entries) (60%) 
• Reconcile daily/periodic financial transactions and asset portfolios to client statement of accounts resolving discrepancies promptly (25%) 
• Review and verify account statements from various financial institutions; enter or update asset balances in the system (10%) 
• Assist with statement intake, valuation procurement, and other ad-hoc reconciliation or financial reporting duties (5%) 

Requirements

• Proficient with Microsoft Excel and other Office applications; experience with accounting or portfolio systems a plus 
• Internal/ External Communication Skills 
• Ability to manage and prioritize multiple projects and deadlines with a high degree of accuracy 
• Collaborative team player who can also work independently with mininmal supervision   
• Analytical mindset; able to identify issues quickly and recommend solutions in a fast-paced environment  
• Must be detail oriented, motivated and proactive learner 

Work Environment:

• Hybrid- combination of remote and in-office work (local travel to office as needed) 
• Standard office activities: sitting or standing for extended periods, working at a computer, occasional lifting of files or small boxes (< 20 lbs) 
• 30 hours per week or as needed, through August 15, 2025

Physical Demands:

• Sitting for periods of time 
• Standing for periods of time 

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 an organized, proactive, and people-focused Office Manager and Executive Assistant to support our Executive Team and ensure our executive office is a welcoming, well-run environment. This is a highly visible role and face of Foundation Source who will be responsible for overseeing and coordinating the day-to-day logistics and operations of Foundation Source office facilities, including phone coverage, and other support duties. The role is suited to a self-starter who is highly organized, detail-oriented, proactive and has excellent communication and collaboration skills throughout the organization. 

Key Responsibilities  

Executive Support - 60% 

• Prepare, submit and track expense reports for the CEO, as well as other key executives, in a timely and accurate manner  
• Plan and coordinate travel, accommodations and itineraries for the CEO’s business trips  
• Coordinate high-level meetings for the CEO and other Executive Team members, including off-sites, and key client/vendor engagements, arranging logistics, preparing agendas, and organizing materials  
• Work with IT and People team to support office events including team meetings, company gatherings and special events, ensuring all aspects are well planned and executed.  
• Board meeting preparation and collaboration with marketing  
• Promote a great employee and client experience by prioritizing effective communication and workflow, collaborating with other departments and team members 

Office Management - 35% 

• Act as the face of the company by warmly greeting clients, visitors and employees, ensuring an excellent first impression  
• Manage the daily operations of the NY and CT offices including administrative support, vendor management, landlord relations, and assist with office supply orders and inventory  
• Manage workstation reservation system for visiting employees  
• Work closely with IT to report and support office equipment operations  
• Coordinate maintenance, fire safety and other compliance issues with landlords and building communications  
• Organize meals for on-site meetings and events as needed  
• Identify opportunities for process and office management improvements, design and implement new systems  

Other duties as assigned by management – 5% 

Requirements

• Clear and effective communication, both written and verbal 
• Respect for and adherence to client confidentiality 
• Computer savvy, including competency with the Microsoft Office application suite (especially Outlook, Excel, and Word) and automated phone systems 
• Strong organizational skills, attention to detail, commitment to accuracy and excellent work product, employed with maximum efficiency 
• Accountability and initiative with regards to executing tasks and coordinating with colleagues 
• Proven ability to handle a high volume of work, prioritize issues and tasks, and to display “grace under pressure” and equanimity 
• An action-oriented approach to work and desire to take on more, as necessary 
• A constructive, can-do attitude, with a focus on achieving positive, successful outcomes, especially in challenging circumstances 
• Receptiveness to feedback and critique, demonstrating maturity and self-awareness through a consistent willingness to listen, learn, and ask questions 
• Strong client-service orientation and interpersonal skills, including a sense of diplomacy and a desire to be a key contributor to a smoothly running team and department 
• A professional presence and demeanor in working with both internal and external constituents 

Location: Must be able to commute to Fairfield, CT office 5 days per week. 

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 looking for a meticulous and reliable Billing Associate to join our Client Financial Controls team. This role is ideal for someone who takes pride in precision, values consistency, and enjoys working behind the scenes to ensure financial accuracy. You will play a key role in managing end-to-end client billing operations—including setup, invoicing, collections, billing adjustments, and accounts receivable processes—while working cross-functionally with internal teams. Reporting to the Senior Director of Client Finance, you will be entrusted with maintaining high standards of accuracy and contributing to the financial integrity of our client engagements. 

The ideal candidate is detail-driven, experienced in billing or accounts receivable, and comfortable working in a structured environment where accuracy, timeliness, and subject matter expertise are highly valued. 

Billing and Fee Collection (90%)

• Prepare accurate and timely monthly, quarterly, and annual invoices for service fees, activity-based fees, and custom engagements, ensuring adherence to established billing procedures. 
• Partner closely with client service teams and the corporate accounts receivable department to validate billing details and support timely collections. 
• Maintain billing integrity by collaborating with financial accounting on reconciliations, adjustments, and internal controls. 
• Document and communicate billing system enhancements, process issues, and technical requirements to management and technology teams. 
• Provide thoughtful and clear responses to client inquiries related to billing, fees, or payment timelines. 
• Conduct invoice audits to identify discrepancies, resolve outstanding issues, and ensure historical billing accuracy. 
• Identify and implement improvements to streamline the fee collection process, including billing for implementation services. 

Additional Responsibilities (10%)

• Support structured ad hoc financial analysis and data requests with a focus on accuracy and clarity. 
• Contribute to financial operations projects, applying a methodical approach to process improvement and documentation. 

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field; OR 5+ years of experience in billing and/or accounts receivable. 
• Proficiency with billing systems and Microsoft Office, especially Excel (e.g., formulas, pivot tables, reconciliation tools). 
• Exceptional attention to detail and commitment to data integrity. 
• Strong organizational skills, with the ability to manage priorities and meet deadlines within a well-structured workflow. 
• Clear and concise communication skills, both written and verbal. 
• A thoughtful, solutions-oriented mindset with a commitment to delivering high-quality internal and external service. 

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. 

We are seeking a highly motivated Controller for our fast-growing, private equity backed, philanthropic tech and services company. Reporting to the SVP, Corporate Finance, you will play a key role in supporting our growth strategy through M&A, leading our accounting function, implementing a new ERP system, and fostering the development of our finance team, all while rolling up your sleeves and assisting with the day-to-day operations of the company.  

Key Responsibilities

• Manage and maintain the company's general ledger and chart of accounts; ensure accurate and timely recording of financial transactions, including revenue recognition, accounts payable, accounts receivable, and payroll. 
• Prepare monthly, quarterly, and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP). 
• Convert financials into agreed-upon formats for executive team, PE sponsor, and lenders, providing insights into financial performance and key metrics.  
• Drive cash management and treasury functions, including cash flow forecasting 
• Ensure compliance with all relevant financial regulations, standards, and internal policies. 
• Oversee external financial audits, coordinating responses, and implementing action plans as needed. 
• Work closely with the external tax partner to ensure timely and accurate completion of returns. 
• Manage risk through the development and enforcement of internal controls and financial policies. 
• Act as a thought partner to the SVP, Corporate Finance, leveraging financial expertise to support the company's growth and long-term success. 
• Help to build a high-performing finance team by providing guidance, support, and performance feedback. 

Requirements

Desired Knowledge, Skills & Abilities:

• Bachelor’s degree in accounting or finance 
• CPA required 
• Strong understanding of GAAP and financial reporting standard 
• Ability to adapt to a fast-paced environment and manage change effectively 
• Strong analytical, problem-solving, and decision-making skills 
• Excellent communication and interpersonal abilities 
• Proficiency in financial software and MS Excel 
• Ability to manage and mentor a team and drive performance 

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 week and meet in-person 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. 

The Senior Commercial/Contracts Counsel is an experienced attorney who handles high-level legal matters specializing in business transactions and commercial agreements. This role is pivotal in driving business growth by optimizing commercial arrangements and ensuring robust contractual governance. 

Responsibilities:

Lead Contract Drafting and Review (60%) 

• Draft, review, and refine complex business agreements, including service agreements, vendor contracts, licensing agreements, lease agreements and partnership arrangements. 
• Ensure contractual clarity, risk mitigation, and compliance with applicable laws. 
• Partner with CLO, specifically on tax, compliance and audit related issues.

Manage Contract Lifecycle (25%) 

• Oversee the full lifecycle of contracts, from initiation to execution, amendment, renewal, and termination. 
• Implement efficient processes and tools to streamline contract management and enhance operational effectiveness. 

Provide Strategic Legal Guidance (15%) 

• Provide proactive legal counsel to business leaders on commercial matters. 
• Collaborate closely with cross-functional teams, including CLO, finance, sales, operations, human resources, and compliance, to ensure alignment and support business objectives. 

Requirements

• Juris Doctor (JD) degree from an accredited law school. 
• Active membership in at least one state bar association. 
• Minimum of 7+ years of proven experience specializing in commercial law and contract negotiation and management. 
• Demonstrated ability to handle complex contractual issues and transactions independently. 
• Strong analytical, drafting, negotiation, and communication skills. 
• Experience managing multiple stakeholders in a dynamic and fast-paced business environment. 
• Excellent organizational skills with attention to detail and deadlines. 
• Potential for travel up to 10% domestic travel 

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. Specifics 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.