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. 

Foundation Source is seeking a reliable, detail-driven Associate to join our 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 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. 

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. 

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.