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.

The Client Service Advisor is responsible for delivering top-notch PG Calc software training services, rigorously testing software and actively participating in cross-departmental projects to ensure seamless operations and service to our clients. The ideal candidate is a master of balance between engaging collaboration and focused, disciplined work with a meticulous eye for detail.

Key Responsibilities:

Client Support – 80%

• Managing client support calls relating to PGM Anywhere, GiftWrap, Bequest Manager and GiftCalcs
• Develop and maintain comprehensive knowledge of PG Calc’s products and services.
• Develop and maintain expertise in gift planning, gift administration, compliance and related topics.
• Offer support to software clients on software usage and related topics.
• Respond to client inquiries and requests within authorized limits, or refer them to specialized staff for additional assistance.
• Address client concerns positively, providing alternative solutions to meet or exceed their expectations.
• Deliver timely and accurate responses to clients regarding software and planned giving issues, strengthening the relationship with PG Calc.
• Ensure accurate and prompt recording of client calls in the CRM system.
• Administer client accounts including licensing, provisioning, and maintaining Sugar database.

Software Training – 10%

• Conduct software training and contributing to scheduling, curriculum development and preparation of training manuals.
• Conduct group, online and/or custom training classes on PGM Anywhere and GiftWrap and related topics.
• Conduct online orientations for PGM Anywhere, GiftWrap and Bequest Manager
• Effectively coordinate with the Development team on product design and releases, as reported by Development and evaluated by the Associate Director.

PGMA liaising and other projects – 10%

• Delivering some or all these services, as assigned by the Associate Director
• Fee for Calcs Calculation Service
• Reserves and FASB Report Services
• Participate in testing PG Calc software updates and assisting with release coordination.
• Assume Product Representative responsibilities and serve as liaison between Development and Client Services for one of the software products.
• Participate in cross-departmental committees.
• Complete special projects and miscellaneous assignments as required.
• Demonstrate strong communication and coordination skills with company personnel, including identifying and flagging potential leads for the Sales team.

Requirements

• PGM Anywhere or Gift Wrap experience
• Understanding of planned gift fundamentals
• Minimum of 3 years' experience in the Planned Giving field
• Proficient in using MS Office applications.
• Proficient in delivering engaging online software demonstrations and other presentations.

• 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, MA 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. 

Are you analytical, detail-obsessed, and motivated by solving complex financial problems with precision? Do you thrive in environments that demand accuracy, independence, and strategic thinking? If so, you could be an excellent fit for our Tax & Finance Associate role. 

As a key contributor on our Tax and Accounting Team, you will play a critical role in managing intricate financial transactions, delivering custom reporting, and ensuring tax and accounting compliance for private foundations. This is an ideal position for someone who values clarity, consistency, and expert-level technical work, and who takes pride in getting it right the first time. 

Financial Transaction Management (45%) 

• Record and review a high volume of complex financial transactions across various asset types. 
• Apply deep technical knowledge to determine correct accounting and tax treatment. 
• Lead the financial onboarding of existing foundations, ensuring data integrity and accuracy during integration with the Foundation Source platform. 

Trial Balance & Workpaper Oversight (25%) 

• Create and review trial balances and supporting workpapers to ensure audit-readiness, compliance, and data accuracy. 
• Manage your own timelines and proactively communicate progress and potential risks or blockers. 

Data Review & Accuracy (20%) 

• Validate and review K-1 entries and related tax data, ensuring meticulous accuracy and completeness. 
• Anticipate and fulfill additional data requests and reporting needs efficiently. 

Custom Financial Reporting (10%) 

• Prepare and refine customized financial statements, budget summaries, and ad-hoc reports. 
• Deliver insights and data with clarity, consistency, and professionalism. 

Requirements

• 2+ years of experience in finance, accounting, or tax (public accounting or private foundation experience is a plus). 
• Bachelor’s degree preferred—or equivalent experience demonstrating technical accounting expertise. 
• Exceptional attention to detail with a strong internal drive to produce precise, error-free work. 
• Highly structured and task-oriented, with proven ability to manage multiple priorities under tight deadlines. 
• Communicates clearly and concisely—verbally and in writing—especially when translating complex financial information for varied audiences. 
• Operates with independence and accountability in a remote environment, while also contributing to a collaborative team culture. 
• Adept at learning new tools, systems, and processes quickly and applying them effectively. 
• Proficiency with modern financial and web-based accounting systems; advanced Excel skills strongly preferred. 
• Strong diagnostic skills—able to spot patterns, identify problems, and recommend clear, actionable solutions. 

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.
• Time Zone: Must be able to work in Eastern Standard Time Zone

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 methodical and detail-oriented DevOps Engineer to help us modernize, secure, and scale our technology infrastructure with precision and purpose. In this role, you will work with experienced technical teams to implement automation, enhance system observability, and ensure high availability and reliability across our platform. 

This position is ideal for someone who enjoys analyzing complex systems, developing elegant and efficient solutions, and contributing to a well-structured and continuously improving DevOps environment. You’ll have the opportunity to work in a thoughtful, process-driven setting that values technical rigor, accuracy, and long-term stability. 

Key Responsibilities :

Maintain & Enhance Existing Infrastructure and SDLC Processes (30%)

• Collaborate closely with development teams to support the software delivery lifecycle, with a focus on consistency and deployment reliability. 
• Build, maintain, and optimize CI/CD pipelines using tools such as GitHub Actions, Jenkins, or GitLab CI, prioritizing efficiency, traceability, and security. 
• Investigate and resolve system issues using structured troubleshooting techniques and root cause analysis. 
• Monitor infrastructure and application performance using observability tools like Splunk, Datadog, or CloudWatch, and generate reports to inform proactive improvements. 
• Apply system updates and patches as required. 

Modernize and Streamline Infrastructure (30%)

• Design, implement, and maintain cloud infrastructure using Infrastructure as Code (IaC) principles (e.g., Terraform, AWS CloudFormation). 
• Work closely with developers to enable scalable microservices architecture using containers (Docker) and orchestration (Kubernetes or ECS). 
• Automate recurring infrastructure tasks to reduce manual intervention and improve consistency. 

Contribute to the design and implementation of new infrastructure (20%)

• Work closely with Product and Development teams to develop new systems efficiently. 
• Champion DevOps culture and Agile principles through knowledge sharing and mentoring. 
• Ensure that new systems are implemented in a secure and maintainable manner 
• Remain current with emerging technologies in DevOps and cloud infrastructure, and evaluate tools or practices that could enhance team efficiency or system reliability. 

Maintain Security and Compliance Standards (20%)

• Implement and monitor security controls including vulnerability scanning, secrets management, IAM policies, and infrastructure hardening. 
• Utilize security monitoring systems to discover and remediate vulnerabilities (e.g. MS Defender, Splunk, Rapid 7) 
• Collaborate with security and compliance teams to support internal and external audits, providing documentation and insight into system configurations and controls. 

Requirements

• Bachelor’s degree in Computer Science, Engineering, or a related technical discipline, with a strong foundation in systems and infrastructure principles. 
• 3+ years of focused experience in DevOps, Site Reliability Engineering, or cloud infrastructure engineering. 
• Deep technical expertise with modern cloud platforms, preferably AWS; familiarity with Azure or GCP is a plus. 
• Proficient in Infrastructure as Code (IaC) using tools such as Terraform, Pulumi, or CloudFormation to define and manage reproducible infrastructure environments. 
• Practical knowledge of containerization (Docker) and orchestration technologies, including Kubernetes or Amazon ECS, with an emphasis on reliability and scalability. 
• Experience implementing and maintaining CI/CD pipelines using structured tools and methods (e.g., Jenkins, Octopus) to ensure consistency in deployments. 
• Proficient in scripting or programming languages, particularly Python, Bash, or Go, to support automation and tool development. 
• Solid background in Linux system administration. 
• Familiarity with observability platforms such as ELK Stack, Splunk, Datadog, or equivalent. 
• Understanding of security frameworks and compliance standards, including SOC 2, NIST, or CIS Benchmarks; experience with DevSecOps practices is valued. 
• Confident using Git and familiar with modern Git workflows (e.g., trunk-based development, GitOps) to maintain clean and auditable codebases. 
• Comfortable collaborating in distributed, remote-first teams with a focus on clear documentation, structured communication, and defined responsibilities. 

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 as needed for occasional meetings and in-person collaboration. 

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.