Client Accounts Payable Administrator

The Client Accounts Payable Administrator will be expected to handle a variety of tasks across several areas related to Client Accounts Payable/Accounts Receivable, Client Tax & Payroll.

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Director of Client Services

Directors also have additional management and leadership responsibilities in overseeing one or more least one Private Client Advisor.

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Tax Accountant – Remote/In Office (Lake Success, NY)

We are seeking a tax accountant to be a key player in our Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction within our close-knit team, with clients, and at times with the IRS.

The company offers a competitive package of salary and excellent benefits in a family friendly, business casual, and fun working environment. The position will start as 100% remote. Computer equipment and necessary supplies will be provided. The candidate must have their own remote work-space that allows for the quiet needed to conduct calls/video meetings etc. in a professional manner.
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Client Operations Specialist

The Client Operations Specialist will provide administrative support to our client relationship managers (Private Client Advisors). The Specialist will be responsible for both daily and recurring administrative tasks that are both internal and client-facing, as well as one-time and cyclical projects on assignment. While this position is operationally and internally focused, the Specialist will regularly interact with high-net worth clients via email and phone.

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Philanthropic Director, Philanthropic Advisory Services

As a member of the Philanthropic Advisory Services (PAS) team, the Philanthropic Director (PD) is a Subject Matter Expert (SME) on grantmaking, foundation leadership, the philanthropic and nonprofit sectors, and board and family dynamics.

The PD will advise a range of Foundation Source Clients that vary in asset size, program interest, level of involvement, grantmaking approaches and advisory needs. The goal of providing advisory support is to enhance, strengthen and improve the philanthropic giving experience of Foundation Source Clients with expertise derived from years of hands-on experience in the sector.

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Legal Associate

Seeking a talented and driven attorney to join our exceptional Legal Services team. This is a collaborative and supportive working group and we are looking to add a dynamic and engaging colleague who is passionate about making a difference to our team.

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Marketing Manager

Foundation Source is the nation’s largest provider of management solutions for private foundations. We empower people and companies to create a better world with their philanthropy through a configurable suite of administrative, compliance, and advisory services complemented by purpose-built foundation management technology and private foundation experts.

We work in concert with financial advisors, legal and accounting professionals, consultants and family offices, as well as directly with individuals, families, and corporations to bring philanthropic visions to life. As we celebrate our 20th year of service, Foundation Source supports nearly 2,000 family, corporate, and professionally staffed foundations of all sizes and has enabled more than $7 billion in charitable grants.

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Private Client Advisor, Premier Services Team (PCA) – Fairfield, CT

Senior members of the Premier Services Team are the relationship managers for as many as 20 private foundations and their board members, staff, financial advisors, and other trusted counselors, helping them to carry out their philanthropic goals and administrative activities by engaging and facilitating Foundation Source’s full suite of comprehensive resources.

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Private Client Advisor – Remote/Fairfield, CT

Private Client Advisors (PCAs) on the regional Client Services teams are the relationship managers for 50-100 private foundations in a designated region of the United States and their board members, staff, financial advisors, and other trusted counselors. PCAs help clients to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

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C# – .Net Software Engineer – American Fork, UT

Foundation Source Philanthropic Inc., the leader in fully managed philanthropic services, is looking for a talented C# .Net Software Engineer to join our team located in American Fork Utah.

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