Position Overview

The Director, Tax leads the Tax Managers, and potentially Tax Associates and Tax Senior Associates, and their teams and is accountable for the quality and timeliness of the private-foundation tax returns those teams produce. Serving as coordinator for a set of complex clients, the Director reviews the most complex returns, provides formal training on complex topics, partners with the Legal Department on tax policy, and owns interdepartmental initiatives and new-process development. This leader develops Managers, ensures tax-season readiness, and continuously improves how the team works.

Key Responsibilities

Preparation, Review & Quality Assurance (40%)

• Review level 3, 4, and 5 returns, and review level 1 and 2 returns for training purposes
• Prepare the most complex level 4 and 5 returns
• Review estimates, extensions, and Minimum Distribution Requirement (MDR) calculations
• Review responses to IRS notices and tax-authority correspondence

Leadership & Talent Development (30%)

• Lead and develop Tax Managers, Tax Senior Associates, and Tax Associates as direct reports, including performance management and coaching
• Provide formal training on specific complex tax topics
• Oversee resource allocation and tax-season readiness across teams

Client & Cross-functional Leadership (20%)

• Serve as coordinator for a set of complex clients and maintain client relationships
• Assist with Legal Department coordination on tax policies and statutes
• Partner across departments to ensure accurate, on-time delivery

Process & Department Initiatives (20%)

• Own interdepartmental initiatives and the building of new processes
• Drive efficiency improvements and end-to-end process refinement
• Lead special projects as requested by upper management

Other duties as assigned. This job description does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Desired Knowledge, Skills & Abilities

• Bachelor’s degree in Accounting or Finance; Master’s degree preferred; CPA required
• 10+ years of tax experience, including multi-team or multi-manager leadership
• Deep technical knowledge of private-foundation tax (990-PF, 990-T, foreign filings, estimates, MDR)
• Proven ability to review complex returns and develop Managers and preparers
• Strong process orientation with a record of building new processes and interdepartmental initiatives
• Mastery of computer and web-based products including MS Word, Excel, Outlook, Adobe Acrobat, and Salesforce; GoSystem Tax RS preferred
• Excellent leadership, analytical, and communication skills

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.

Requirements

We are seeking a detail-oriented, organized professional to join our Marketing Services team in a temporary (4 months), non-client-facing support role. This position provides critical operational support to client-facing staff, helping ensure projects run smoothly and accurately across design, digital, and analytics functions. The ideal candidate is highly adaptable, comfortable managing multiple priorities, and able to step in as backup design support when needed. 

Key Responsibilities:

Client Project Support (50%)

• Assist with ad hoc marketing projects using Adobe InDesign 
• Perform CMS-based website edits and updates 

Quality Control (25%)

• Conduct quality control reviews on marketing deliverables, including websites, direct mail, and email campaigns 
• Identify and flag errors or inconsistencies prior to client delivery 

Analytics Support (15%)

• Support the management and monitoring of client Google Analytics accounts 

Records Management (10%)

• Maintain and update records in Salesforce and/or HIVE to ensure accurate project and client documentation 

Other Duties:

This job description reflects the general nature and level of work expected of this position and is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Duties may be added, changed, or reassigned at any time, with or without notice, and all hours worked — including time spent on additional duties — remain subject to this position's non-exempt, overtime-eligible status. 

 This job description does not create an employment contract, implied or otherwise, other than an “at will” relationship. 

Requirements

Desired Knowledge, Skills & Abilities:

• Project/traffic coordination experience, with the ability to juggle multiple client requests, deadlines, and internal approvals without dropping balls 
• Strong written communication skills; comfortable drafting emails, briefs, or status updates that may go external 
• Detail-oriented QA instincts, with an eye for catching typos, brand inconsistencies, or spec errors before work goes out the door 
• Working proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign) — portfolio-level skill isn't required, but candidate should be able to make edits, resize assets, or build simple layouts 
• Comfortable working at an agency pace, with tolerance for fast turnarounds and shifting priorities 
• Familiarity with CMS platforms for website edits 
• Experience with Google Analytics preferred 
• Familiarity with Salesforce and/or HIVE a plus 

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. 

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.

Position Overview:

Foundation Source is looking for a commercially-minded leader to own our most strategic client relationships and drive the growth trajectory of our enterprise book. The SVP, Enterprise Account Executive sets the strategy — and owns the results — for our largest, most complex relationships across our full suite of philanthropic solutions: Donor Advised Funds, private foundations, planned giving, and philanthropic advisory services. 

This is a high-visibility, high-autonomy leadership role for someone who wants a seat at the table with C-Suite decision makers, not a seat waiting for direction. You'll be given the mandate to identify where the growth is, build the plan to capture it, and drive it home — with the latitude to make the calls that matter. 

We're looking for a competitive, strategic operator who thinks in terms of outcomes, not tasks. Someone who reads a room of senior executives and knows exactly how to move the conversation forward. Someone who sees the whole board, not just the next square. If you're energized by ownership, driven by winning, and comfortable operating several levels above the day-to-day, this role is built for you. 

Key Responsibilities:

Drive Retention & Executive Relationships — 20% 

• Own the strategic relationship with key decision makers up to and including the C-Suite 
• Be the final word of escalation - step in, take control, and resolve issues with speed and authority 
• Set the agenda for executive briefings and strategic reviews that demonstrate clear ROI 
• Own net retention targets across your book - the numbers are yours to hit 
• Shape how Foundation Source's product and strategic direction evolves based on what you're hearing from the field 

Drive Growth — 20% 

• Identify and close upsell and cross-sell opportunities across our full philanthropic technology and advisory suite 
• Build and execute your own account growth strategy - this isn't a script, it's your territory to win 
• Get ahead of the market: proactively position new capabilities (DAF enhancements, private foundation services, advisory offerings) before clients ask 
• Take ownership of pricing accuracy and contract terms as a natural extension of managing your accounts like a business 

Lead Onboarding & Implementation — 20% 

• Take command of the discovery process to ensure nothing about a client's philanthropic structure is left to chance 
• Drive implementation to deadline - escalate fast, solve faster 
• Hold the line on scope, and know when and how to push back on scope creep 
• Lead the setup of new philanthropic vehicles with precision and confidence 

Own the Account End-to-End — 20% 

• Set the cadence of engagement - monthly touchpoints, minimum - and drive the agenda 
• Lead Quarterly Business Reviews that don't just report the past, but sell the vision for what's next 
• Keep your CRM sharp: opportunities, renewal risk, relationship health - the full picture, always current 
• Get ahead of risk before it becomes a problem, and act decisively when it does 
• Own client engagement through technical releases, coordinating UAT participation as needed 

Collaboration — 20% 

• Bring a strategic voice to product, advisory, and legal conversations - you're not just relaying client needs, you're shaping the response 
• Partner with senior leadership to influence business strategy for the enterprise segment 
• Be the person other teams look to for a clear read on what enterprise clients actually need 

Other Duties:

This job description reflects the general nature and level of work expected of this position and is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Employees in this exempt position are expected to perform other duties as assigned, consistent with the primary responsibilities, exempt status, and general scope of the role. The company reserves the right to add, modify, or reassign duties at its discretion, with or without notice. 

This job description does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Requirements

• Executive presence and the confidence to operate as a peer to C-Suite leaders - not just present to them 
• A track record of driving revenue outcomes and owning a book of business with authority 
• Strategic, big-picture thinking paired with the decisiveness to act on it 
• Deep knowledge of philanthropic giving vehicles (DAFs, private foundations, planned giving, advisory structures) - or the ability to master it fast 
• A competitive drive and a genuine need to win 
• Strong negotiation instincts and the persuasive skill to bring skeptical stakeholders on board 
• Comfort managing multiple high-stakes accounts simultaneously without losing sight of the strategic thread 
• A bias toward action - you'd rather make a decisive call than wait for consensus 
• Fluency with CRM tools, used as a command center rather than a chore 
• Genuine passion for philanthropy and the impact your clients are trying to make 
• Travel up to 15%

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. 

Position Overview:

This role is built for someone who wants ownership. You'll be given a territory and the autonomy to run it — identifying and closing large-scale enterprise deals, building relationships with senior decision-makers, and growing our existing client base. It's a role with real accountability and real upside for the people who like both. 

What Success Looks Like:

• You consistently hit or exceed revenue targets 
• You're comfortable and credible in front of senior executives 
• You build trust quickly and manage long, complex sales cycles with confidence 
• You're self-directed and take initiative without needing much oversight 

Key Responsibilities:

Business Development (80%)

• Take the lead in identifying large-scale enterprise opportunities within your assigned territory or vertical. 
• Build strategic relationships with senior executives, decision-makers, and influencers within prospective organizations. 
• Understand each client's business objectives and challenges, and position our solutions accordingly. 
• Deliver tailored, compelling product demos and pitches. 
• Manage complex sales cycles from lead generation through contract negotiation and close. 
• Develop and execute your own strategic account plans to meet and exceed revenue targets. 
• Sharpen your positioning on value, pricing, and competitive differentiation. 
• Build referral relationships through events, speaking engagements, and industry networking. 
• Grow your expertise in the philanthropic and nonprofit sector. 

Account Development (15%)

• Identify growth opportunities within your existing client base. 
• Manage accounts strategically to drive continued expansion. 

Sales Planning and Operations (5%)

• Maintain an accurate, up-to-date pipeline and forecast in Salesforce. 
• Generate proposals and contracts to close deals efficiently. 
• Manage your sales cadence to keep opportunities moving through the funnel. 
• Partner with marketing, customer success, and product teams as needed to support client satisfaction and retention. 
• Stay current on industry trends, the competitive landscape, and our product offerings. 

Other Duties: This job description reflects the general nature and level of work expected of this position and is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Employees in this exempt position are expected to perform other duties as assigned, consistent with the primary responsibilities, exempt status, and general scope of the role. The company reserves the right to add, modify, or reassign duties at its discretion, with or without notice. 

Requirements

Desired Knowledge, Skills & Abilities:

• At least 5 years of enterprise sales experience with a consistent track record of meeting and exceeding targets in a high-growth environment (SaaS or technology preferred). 
• Established network and experience engaging C-suite and senior executives at large organizations, with the ability to deliver confident, persuasive executive-level presentations. 
• Skilled at managing long sales cycles, complex deal structures, and multi-stakeholder negotiations — ideally with enterprise software solutions. 
• Self-motivated with a strong sense of urgency, comfortable moving fast and staying focused under pressure. 
• Comfortable using CRM tools (e.g., Salesforce, HubSpot) to manage pipeline and sales activity, with strong analytical and strategic thinking skills. 
• Collaborative when it counts — able to work with internal teams to sharpen strategy without losing ownership of the deal. 
• Bachelor's degree in business, marketing, or a related field preferred. 

Travel Required:

• Ready to travel up to 40% domestically to keep the pulse on market trends and connect with clients face-to-face. 

Job Requirements for Hybrid or 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. 

The purpose of this position is to serve as the Account Executive, Third Party Distribution for the Philanthropic Services and Technology team. This includes building relationships with financial advisors and RIAs, banks and broker-dealers, and nonprofits and foundations; bringing our Donor Advised Fund, private foundation, and philanthropic advisory capabilities to market; and supporting existing clients while growing a book of business alongside senior sales leadership. An ideal candidate for this role is motivated, growth-oriented, and intellectually curious about how structured charitable giving intersects with wealth management, estate planning, and mission-driven work. 

Key Responsibilities:

Business Development & Sales (50%)

• Develop, support, and execute sales strategies to grow adoption of our philanthropic technology platform — including DAF, private foundation, and advisory solutions — across RIAs, independent advisors, banks, broker-dealers, and nonprofit organizations 
• Build and manage a pipeline of prospects through outbound outreach, referral networks, and conference participation 
• Conduct consultative sales conversations, including needs assessments, product demonstrations, and proposal support tailored to each client's giving structure 
• Work with senior sales leadership to advance and close agreements with new distribution partners and institutional clients 
• Consistently meet quarterly and annual activity metrics and revenue targets 

Relationship Management (20%)

• Maintain regular communication with distribution partners and assigned accounts to support engagement and retention 
• Develop a working understanding of each firm and client's philanthropic goals and act as a subject matter expert to provide relevant, ongoing support 
• Assist in conducting business reviews with partners to track platform usage and surface growth opportunities 
• Respond promptly to client inquiries and coordinate with internal teams to resolve issues 
• Partner with client success and product teams to ensure smooth onboarding experiences for new clients 

Education & Market Development (20%)

• Conduct engaging presentations, webinars, and training sessions covering philanthropic giving vehicles — including DAFs, private foundations, and advisory strategies — for advisors, institutions, and nonprofit stakeholders 
• Articulate the value of our services and technology across multiple use cases in a competitive philanthropic services landscape 
• Develop familiarity with industry trends, regulatory developments, and competitive offerings across DAF, private foundation, and philanthropic advisory markets 
• Attend and represent the company at industry conferences, trade shows, and networking events 

Collaboration & Reporting (10%)

• Partner with marketing to develop sales enablement materials, case studies, and thought leadership content across our solution suite 
• Maintain accurate and current pipeline records in CRM (e.g., Salesforce, HubSpot) 
• Provide regular pipeline updates and market feedback to senior leadership 
• Work cross-functionally with product, technology, and compliance teams to relay client needs and inform the product roadmap 

Other Duties

This job description reflects the general nature and level of work expected of this position and is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Employees in this exempt position are expected to perform other duties as assigned, consistent with the primary responsibilities, exempt status, and general scope of the role. The company reserves the right to add, modify, or reassign duties at its discretion, with or without notice.

Requirements

Desired Knowledge, Skills & Abilities:

Required

• 5+ years of experience in financial services sales, wholesaling, or a client-facing role within wealth management or philanthropy 
• Track record of hitting activity targets and contributing to revenue growth 
• Experience working with or selling to financial advisors, RIAs, broker-dealers, or nonprofit organizations 
• Proficiency in CRM tools (e.g., Salesforce, HubSpot) to manage sales pipelines and activities 
• Clear, confident communication skills with the ability to explain financial, tax, and estate planning concepts to varied audiences 
• Self-motivated with the ability to manage your own schedule and priorities in a remote environment 
• Willingness to travel up to 30–40% nationally 

Preferred

• Working knowledge of philanthropic giving vehicles, including Donor Advised Funds, private foundations, or philanthropic advisory services 
• Exposure to philanthropic technology platforms, charitable giving solutions, or financial services wealth platforms 
• Familiarity with private foundation operations, grantmaking, or philanthropic advisory services 
• Existing relationships within the RIA, broker-dealer, or community foundation space 
• Progress toward or interest in earning a CFP, CSPG, CAP®, or other financial planning or philanthropic designation 
• Background in nonprofit fundraising, donor relations, or foundation management is a plus 

 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. 

Position Overview:

The Client Accounts Payable Coordinator plays a critical role within Client Operations, serving as a precise and reliable steward of the financial transactions that keep our client foundations running smoothly. This is a role built for someone who takes accuracy seriously, thrives in a structured environment with clear processes, and finds genuine satisfaction in getting the details exactly right — every time. 

The ideal candidate brings administrative and foundational payable or accounting experience, paired with an exceptional eye for detail and the discipline to manage high transaction volumes without sacrificing quality. You communicate with clarity and professionalism, take ownership of your work, and are motivated by the mastery of your craft rather than the spotlight.  

Key Responsibilities:

Transaction Processing (80%)

• Review and process expense and grant payments via check, wire, and ACH 
• Submit EFTPS enrollments and tax payments 
• Send transfer requests and process bank transfer files 
• Review daily disbursement account activity and match to pending transactions 
• Manage the full check lifecycle — send check files, print checks, and mail checks 
• Process void check requests with precision 
• Submit daily Positive Pay files to financial institutions and review check exceptions 
• Provide pricing review input 
• Deposit client checks and record deposits accurately 
• Deliver accurate daily end-of-day reporting including check, wire/ACH, and EFTPS payment counts 

Client Communications & Research (20%)

• Research and resolve disbursement discrepancies with a methodical, fact-based approach 
• Support client requests with clear, professional, and timely communication 

Requirements

Desired Knowledge, Skills & Abilities:

• Exceptional attention to detail and commitment to accuracy — you catch what others miss 
• Highly organized and self-disciplined, with the ability to prioritize and manage high volumes in a fast-paced environment 
• Strong analytical and problem-solving skills; methodical in approach and thorough in execution 
• Clear and professional written and verbal communication skills 
• Solid understanding of standard business and office practices 
• Strong proficiency in Microsoft Office Suite, particularly Excel 
• Ability to work both independently and collaboratively, contributing reliably to a team 
• Absolute discretion and commitment to maintaining confidentiality 

Job Requirements for In-Office Work Environment:

Work Commitment: Must be able to reliably commute to the Fairfield office 5 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.