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it.

Ready to soar? Join us and see how you can help philanthropists make a difference.

VIEW OPEN ROLES

Our Culture

Our culture isn’t just something we like to talk about. We live it every day.

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CUSTOMER OBSESSION

Delivering the ​highest quality experience at all times.

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TOGETHER AS ONE

We are a family ​of individuals united by a single, shared mission.

icon-growth-mindset

GROWTH MINDSET

Constant learning, ​development and reinvention to create better outcomes for our clients and ourselves​.

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MAKING A DIFFERENCE

Partnering with clients to make the world a better place and find meaning in our work.

Our Mission

We exist to empower people and companies to create a better world with their philanthropy. Our mission is to deliver a suite of administrative, compliance, advisory and technology services to private foundations, so philanthropists can impact the world in the ways that are most important to them.

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Committed to Well-Being

Our benefits and perks were selected to help our employees thrive professionally and personally.

Medical, Dental and Vision Insurance
HSA with Monthly Employer Contribution
401k with Company Match
Flexible PTO

Generous Paid Holidays
Remote and Hybrid Work Options
Philanthropic Giving Match
Continuing Education Reimbursement

Employees Making a Difference

Meet some of our teammates who are putting our values into practice every day.

Current Openings

Sorry, no opportunities are available in this location. Please use the search above on a different location.
  • Benefit Manager

    Location: Remote Worker - N/A
    Read Full Description

    At Foundation Source, we believe that a well-supported team is the foundation of our success. As our Benefits Manager, you will play a vital role in ensuring our employees have access to reliable, compliant, and thoughtfully designed benefits programs. This position offers the opportunity to apply your expertise in a structured, mission-driven environment where accuracy, consistency, and care truly matter. 


    You will be joining a close-knit, collaborative People & Talent team of four, becoming our fifth team member. You’ll report directly to the SVP of People & Talent, working closely with cross-functional partners to deliver a seamless and supportive benefits experience for all employees. 


    In this role, you’ll be responsible for managing the end-to-end administration of our benefits programs—including enrollment, compliance reporting, employee leave coordination, system integrations, and due diligence during mergers and acquisitions. We’re looking for a steady, detail-oriented professional who enjoys optimizing processes, solving problems, and helping others thrive through thoughtful program design and delivery. 


    Key Responsibilities:

    Benefits Administration & Vendor Management (40%)

    • Administer a comprehensive suite of employee benefits programs, including medical, dental, vision, HSA, HRA, FSA, COBRA, 401(k), and life/disability insurance, ensuring accuracy and consistency across all offerings. 
    • Serve as the primary liaison for benefits vendors, brokers, and third-party administrators, building reliable, service-oriented relationships to support employee needs. 
    • Manage and monitor benefit file feeds, proactively addressing changes, updates, discrepancies, and errors in collaboration with vendors and the FS HRIS provider. 
    • Reconcile and review monthly benefits invoices to ensure accurate billing and timely payments; maintain alignment between payroll deductions and enrollment data. 
    • Partner closely with Payroll to ensure benefits data is accurately reflected in employee pay, maintaining a seamless experience for all team members. 

    Leave of Absence & Compliance (30%)

    • Manage the full lifecycle of employee leaves, including FMLA, PFL, STD, LTD, and other state-mandated programs, with a focus on clear communication and compassionate support. 
    • Serve as a trusted resource for employees navigating leave, guiding them through eligibility, documentation, timelines, and return-to-work procedures. 
    • Partner with the HR Director to ensure leave policies and practices are compliant, consistent, and employee-centered. 
    • Ensure adherence to federal, state, and local benefits regulations (e.g., ACA, COBRA, ERISA, W-2/ACA reporting), maintaining documentation and reporting in accordance with all applicable laws. 
    • Maintain and distribute required notices and disclosures, keeping materials up to date and accessible to employees. 

    System Integration, Reporting & M&A Support (30%)

    • Collaborate with HRIS and IT teams to maintain and continuously improve benefits workflows, file transfers, and systems integrations. 
    • Partner with the Payroll Manager to ensure smooth coordination between benefits administration and payroll processing. 
    • Lead the planning and execution of the annual open enrollment process, including employee communications, system testing, and vendor coordination. 
    • Support M&A activities by contributing to benefits-related due diligence, plan comparisons, and transition plans to ensure a smooth integration experience. 
    • Prepare and deliver accurate, timely benefits reports for Finance, auditors, and regulatory compliance, supporting business transparency and accountability. 

    Requirements

    • Minimum of 5 years of hands-on experience in benefits administration or total rewards, with a consistent track record of accuracy, consistency, and service excellence. 
    • Strong, working knowledge of U.S. benefits regulations and compliance requirements, including ACA, HIPAA, COBRA, ERISA, and FMLA, with a commitment to staying current and compliant. 
    • Proficiency in HRIS systems and benefits platforms (e.g., ADP, Paylocity, Rippling, Ease, Employee Navigator), with the ability to troubleshoot, audit, and optimize workflows. 
    • Analytical and detail-oriented mindset, with confidence using Excel for data auditing, reconciliation, and reporting to support informed, compliant decision-making. 
    • Excellent organizational and project management skills, with strong attention to detail and a follow-through mindset that ensures nothing falls through the cracks. 
    • Experience supporting benefits transitions during mergers and acquisitions is preferred; ability to handle complex plan comparisons and sensitive employee communications with care. 
    • CEBS or similar benefits certification is a plus and valued as a sign of professional dedication and subject matter expertise. 

    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. 
    • Hybrid Work Commitment: Must be able to reliably commute to the office 3 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. 

    APPLY NOW
  • Sales Growth Data Analyst

    Location: Remote Worker - N/A
    Read Full Description

    You'll take ownership of data quality and contribute directly to our sales and marketing success - playing a key role in prospect identification, tracking performance, data enrichment, and reporting. Your work will directly influence the growth of our sales pipeline and success of our marketing campaigns. 


    Key Responsibilities:

    Prospect Research & Lead Identification – 40% 

    • Partner with Sales and Marketing to source and segment new high-potential prospects aligned to Ideal Customer Profiles (ICPs) 
    • Expand and enrich our lead database with vetted legal, advisory, and financial contacts using research tools 
    • Standardize outreach cadences and contribute to campaign strategy through list-building and analysis 
    • Use platforms like Salesforce and Salesvue to support funnel progression and campaign performance tracking 
    • Identify emerging trends and suggest new lead strategies based on real-time data 

    Data Entry, Quality, & Enrichment – 30% 

    • Ensure contact and lead information is consistently accurate, complete, and clean within Salesforce 
    • Run regular data hygiene checks, remove duplicates, and maintain formatting consistency 
    • Use third-party tools and online research to enrich and verify incomplete records 
    • Help maintain a proprietary dataset that directly supports campaign personalization and efficiency 

    KPI Tracking & Sales Reporting – 20% 

    • Build and distribute weekly, monthly, and quarterly dashboards that measure sales KPIs and funnel performance 
    • Translate complex data into clear, actionable insights for Sales and Leadership 
    • Analyze patterns in lead behavior and suggest optimizations based on findings 
    • Ensure reports are accurate, timely, and aligned with strategic goals 

    Collaboration & Process Improvement – 10% 

    • Join cross-functional check-ins with Marketing, Sales, and CRM Admin teams to align on goals 
    • Suggest improvements to sales tools, processes, and data systems 
    • Help refine internal documentation, reporting protocols, and campaign tracking methods 
    • Be a voice for data-driven improvement and innovation across the organization 

    What Success Looks Like: (KPIs) 

    • Lead Record Accuracy: =98% data accuracy on all manual updates 
    • List Delivery Timeliness: 100% of segmented prospect lists delivered on schedule 
    • Sales Report Cadence: Weekly, monthly, and quarterly reports completed with >95% accuracy 
    • Database Growth: Meet quarterly growth targets for verified leads and enriched records 

    Requirements

    • Experience with Salesforce (required); Salesvue experience is a plus 
    • Strong Excel or Google Sheets skills; Power BI or data visualization tools a bonus 
    • Understanding of sales funnels, marketing data flows, and campaign tracking 
    • Detail-oriented and comfortable with manual data entry at scale 
    • Analytical mindset with curiosity to identify trends and opportunities 
    • Clear communicator – both written and verbal – across technical and non-technical teams 
    • Bachelor’s degree or equivalent experience in sales ops, data analysis, or marketing support. 

    APPLY NOW
  • Enterprise Client Support Lead

    Location: Remote Worker - N/A
    Read Full Description

    Are you someone who values structure, precision, and delivering consistent, high-quality support? We’re looking for a reliable and thoughtful Enterprise Client Support Lead to become a key part of our Product Support team at Foundation Source. In this role, you'll provide hands-on support and training to our Enterprise clients—primarily banks and investment advisors—who rely on our Enterprise and Impactfully applications to manage private foundations. 


    You’ll be a trusted partner to our Enterprise Client Delivery Lead and play an essential role in supporting a growing area of our business. This position is ideal for someone who enjoys solving problems through clear processes, documenting and improving systems, and sharing knowledge in a practical, organized way. Your day-to-day will include responding to client needs through our support tools, identifying and reporting product issues or enhancements, and creating clear, helpful training materials like desk guides and reference documents. 


    If you take pride in doing things the right way, enjoy helping others succeed, and thrive in a collaborative, supportive environment—we’d love to meet you. 


    Key Responsibilities:

    Support and Training for Enterprise Clients (85%)

    • Deliver consistent, high-quality support to Enterprise clients, ensuring they can confidently use our applications to serve their end users. 
    • Troubleshoot and resolve application issues with a methodical and detail-oriented approach, always prioritizing security, accuracy, and the client's experience. 
    • Log and track software bugs or enhancement requests, and coordinate status updates between clients and internal Product and Development teams to ensure transparency and progress. 
    • Lead product training sessions and create user-friendly documentation to help clients navigate our systems with clarity and confidence. 
    • Develop and maintain structured support materials and knowledge base articles that follow established company standards—providing dependable, go-to resources for users. 

    Internal Collaboration and Process Improvement (10%)

    • Work closely with cross-functional teams to resolve complex technical challenges, using your product knowledge and communication skills to ensure a timely and effective resolution. 
    • Collaborate with Product and Engineering teams to support product enhancements with a steady, solutions-focused mindset—ensuring the product remains reliable and easy to use. 
    • Share actionable, constructive feedback with development teams, focusing on long-term improvements in stability, functionality, and usability. 
    • Help define and refine best practices for support operations, contributing to repeatable processes that improve efficiency and service quality. 
    • Represent the voice of the customer (VOC) using clear data and thoughtful insights to ensure client needs are reflected in internal planning and improvements. 

    Additional Responsibilities (5%)

    • Step in to support additional projects or products as needed, maintaining flexibility while delivering consistent quality. 
    • Stay up to date on industry tools and trends, and bring forward ideas to improve support tools, methods, or client resources—always grounded in practical application. 

    Requirements

    • Bachelor’s degree (or equivalent practical experience) with 5+ years in technical support and at least 3+ years in a client-facing capacity. 
    • A strong sense of responsibility and commitment to delivering dependable, high-quality customer experiences—not just solving issues, but making clients feel supported and confident. 
    • Clear and professional communication skills, both written and verbal, with the ability to explain technical concepts in a calm, approachable, and easy-to-understand manner. 
    • Prior experience in technical support or customer service, ideally working with high-value clients (generating $10,000+ annually), where accuracy and service quality were essential. 
    • Solid working knowledge of tools like Microsoft Excel, Salesforce, Zendesk, or other systems that require strong attention to detail and accurate data handling. 
    • Educational or professional background in fields such as Computer Science, IT/Application Support, Quality Assurance, Mathematics, or Philosophy—reflecting strong analytical thinking and a methodical problem-solving mindset. 
    • Practical experience using tools like HTML, JavaScript, SQL queries, or advanced Excel features (e.g., pivot tables and formulas) to resolve technical issues effectively. 
    • Self-directed and reliable, with a consistent work ethic and a willingness to collaborate closely with others to improve outcomes and learn new skills. 
    • Familiarity with the philanthropic, financial services, or tax-related sectors is a plus—bringing added context and understanding to client support in those areas. 


    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. 

    APPLY NOW
  • Product Manager, Enterprise DAF Administration Platform

    Location: Remote Worker - N/A
    Read Full Description

    Are you a strategic, impact-driven product leader with deep experience in enterprise fintech? Fund OS is on a mission to transform the infrastructure behind donor-advised funds (DAFs), and we’re looking for someone to take the lead. This is a rare opportunity to bring a 0?1 platform to life—co-developing with blue-chip pilot partners and building the systems that will power the next generation of philanthropic giving. 


    As the Product Manager for Fund OS, you’ll be at the center of backend innovation, enterprise integrations, and operational tooling. You’ll work cross-functionally to define the roadmap, guide execution, and ship solutions that replace outdated systems with scalable, secure, and intuitive software. Your work will directly impact how major DAF sponsors manage billions in charitable capital. 


    If you thrive in fast-moving environments, love building from scratch, and are driven by the challenge of solving complex technical and regulatory problems, this is your chance to lead a category-defining product with real-world impact—and scale it to the largest philanthropic institutions in the country. 


    Key Responsibilities:


    Platform & Feature Leadership (70%) 

    • Own the vision and execution for core platform capabilities—from backend architecture to intuitive admin tools that power operational scale, compliance, and client service excellence. 
    • Drive the design and delivery of critical features, including real-time API integrations, data sync with enterprise systems, and enhanced contribution and granting workflows (like DAF-to-DAF transfers). 
    • Establish foundational platform patterns and technical standards that will shape the product for years to come—setting the stage for long-term scalability and reuse across clients. 
    • Lead cross-functional collaboration with engineering, design, and implementation teams to deliver high-performance, secure, and enterprise-grade features. 
    • Navigate and align shared dependencies with other product lines (like our Private Label DAF infrastructure) to deliver a cohesive experience and unified backend architecture. 

    Customer Insight & Strategic Collaboration (30%) 

    • Partner directly with enterprise clients, operations teams, and internal stakeholders to define and prioritize product requirements, roadmap, and long-term vision. 
    • Build a deep understanding of the workflows, pain points, and goals of DAF sponsors and administrators—translating insights into impactful product decisions. 
    • Lead strategic conversations through co-design sessions, client workshops, and stakeholder presentations to ensure alignment and momentum. 
    • Leverage user research, product analytics, and market signals to drive ongoing platform optimization and high-confidence prioritization.

    Requirements

    • 5+ years of product leadership or equivalent experience working with complex SaaS platforms, fintech infrastructure, or enterprise-grade software systems. 
    • Proven track record of bringing 0?1 products to life—whether through platform architecture, internal tooling, or deep enterprise integrations (e.g., payments, trading, compliance). 
    • Hands-on experience deploying software in high-stakes, process-driven environments like banks, financial institutions, or regulated industries. 
    • Sharp ability to distill complex operational workflows into focused, high-impact product solutions that simplify without oversimplifying. 
    • Comfortable navigating multi-stakeholder ecosystems—balancing the needs of internal teams and enterprise clients across both front- and back-end systems. 
    • Demonstrated success owning backend-heavy, integration-rich products that still deliver a seamless user experience. 
    • Excellent communicator and collaborator—skilled at aligning diverse stakeholders and driving cross-functional momentum. 
    • Highly effective at juggling multiple priorities, making fast, data-informed decisions, and thriving in a dynamic, fast-moving environment. 

    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. 


    APPLY NOW
  • Client Services Advisor

    Location: PG Calc
    Read Full Description

    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. 

    APPLY NOW
  • Tax & Finance Associate

    Location: Remote Worker - N/A
    Read Full Description

    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. 

    APPLY NOW
  • Dev Ops Engineer

    Location: Utah Office
    Read Full Description

    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. 

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  • Tax Accountant

    Location: NY Office
    Read Full Description

    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.

    APPLY NOW