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.

Read Full Description

Private Client Advisor, Pacific Region – Southern CA (Remote Position)

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.

Newly hired Private Client Advisors provide support to a designated group of such clients as well as collaborate with more seasoned PCAs to support their clients.

The current open position is specific to the Pacific Region. The ideal candidate must reside in Southern California.

Read Full Description

Private Client Advisor (Regional Team) – 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.

Newly hired Private Client Advisors provide support to a designated group of such clients as well as collaborate with more seasoned PCAs to support their clients.

Read Full Description

Sales Analyst – Fairfield, CT

Foundation Source is seeking a seasoned, energetic, and collaborative Sales Analyst to join our team. This person will be involved in planning, tracking, and forecasting regarding leads, opportunities, closed deals and channels. The Sales Analyst will be responsible for verifying data accuracy as well as interpreting and delivering data trends to many different departments within the organization and to the board. This person will affect change behind the scenes by being an informed and relied-upon sales team member. The Sales Analyst is expected to maintain regular reports, identify opportunities via ad hoc analyses, and make recommendations for maximizing sales. You will have the chance to learn about all aspects of account management, marketing, and field sales.

Read Full Description

Foundation Accounting Advisor – Fairfield, CT

We are searching for a key player in our Foundation Accounting department.  The person in this role will be responsible for providing high level support in all areas of foundation accounting and will require interfacing directly with clients regarding the myriad issues that pertain to their taxes and financials.

Read Full Description

Legal Associate – Lake Success, NY

Serve as part of a team of legal experts to provide the core services every foundation needs in order to run compliantly.

Read Full Description

Client Accounts Payable/Client Payroll Administrator – Fairfield, CT

The Client Accounts Payable/Client Payroll Administrator will be expected to handle a variety of tasks across several areas related to Client A/P and A/R, Client Tax & Financial Operations, and Client Payroll.  As this is a newly created position it may naturally evolve based on changing needs and the candidate should be comfortable with flexibility and moving between different areas of responsibility as needed.

Read Full Description

Client Services Associate (Temporary) – Fairfield, CT

Principally responsible for grant-processing and grant-management as an administrative service to private foundations that comprise Foundation Source’s client base. Processing responsibilities include, but are not limited to, reviewing grants for compliance concerns, proofing grants for clerical errors, and green-lighting grants for final publication and distribution (via mail or electronically) to their intended recipients.

Read Full Description

Tax Accountant – 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.

Read Full Description