The Associate Product Manager (APM) will support the definition, development, and launch of new features and products under the direction of a Senior Product Manager. This role partners closely with stakeholders across the business to clarify needs, translate them into actionable requirements, and help ensure that projects are executed successfully. 

In addition to general product management responsibilities, this role will play a critical part in a multi-year platform modernization initiative of our proprietary Administrative and Operational platform. Our existing platform is highly complex and will be re-imagined in 2026. The APM will help break down the migration into smaller, manageable efforts; evaluate where functionality should live within modern solutions; and drive rigorous prioritization across competing priorities. 

Key Responsibilities

Product Management (70%)

• Collaborate with Product Managers to define and prioritize features, enhancements, and fixes in the product backlog. 
• Partner with stakeholders to uncover customer problems, explore innovative ideas, and translate them into product requirements that exceed expectations. 
• Write clear user stories, acceptance criteria, and functional narratives consistent with Agile practices. 
• Assist in creating and maintaining product documentation, including business cases, feature descriptions, and release notes. 
• Track project and feature performance against objectives; surface risks, insights, and recommendations to drive successful outcomes. 
• Support roadmap planning through market research, competitive analysis, and customer feedback gathering. 

Platform Modernization and Migration (20%)

• Develop a deep understanding of the existing platform’s workflows and dependencies. 
• Break down complex migration work from existing into new platforms into smaller, actionable initiatives. 
• Partner with stakeholders to determine the best home for functions within new platforms. 
• Apply rigorous prioritization methods to ensure modernization efforts align with strategic goals. 
• Evaluate existing APIs for consistency, scalability, and usability. 
• Document high level (not technical design) of API requirements (functional narratives, use cases, payload/field-level needs). 

Product Support, Collaboration and Coordination across Teams (10%)

• Act as a connector across teams (engineering, design, operations, marketing, and support) to ensure alignment and clarity on priorities. 
• Assist Senior Product Manager in advanced product support inquiries where Level 1 and 2 are unable to assist the Tax and Finance teams. Provide advanced product knowledge and capture/identify/triage actual defects or new feature requests. 

Requirements

• 2–5 years of relevant professional experience (product management, business analysis, consulting, or related fields). 
• Strong analytical and problem-solving skills; comfortable working with complex systems and breaking them down into manageable parts. 
• Excellent written and verbal communication skills, with the ability to translate technical concepts into business-friendly language. 
• Background with multi-tenant SaaS fintech product(s) 
• Demonstrated ability to prioritize across multiple competing demands. 
• Familiarity with APIs (what they are, how they’re used, and how to evaluate them functionally). 
• Familiarity with Agile software development practices. 
• Hands-on experience with tools like Jira, Confluence, Figma, etc. 

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. 

 We are seeking a Head of Tax and Accounting to be a key leader in our Operations Division. The position requires an ability to manage, analyze, and refine key processes, within Foundation Source’s tax, accounting, audit and financial reporting processes.   

An ideal candidate for this role is someone with deep tax, accounting, audit, and CFO experience, and with stellar management and administrative experience. The person should possess strong leadership skills, be able to work in a fast-paced environment, and be capable of professional and clear communication (both written and oral) with clients and colleagues throughout the company.   

Responsibilities include leading all tax and accounting deliverables, while ensuring that our services are provided to our clients with accuracy and timeliness. Overseeing the tax team’s responsibilities and managing the accounting teams responsible for K-1 and alternative asset reconciliation and preparation of custom financial reports to meet clients’ audit, budgetary, and periodic needs. The position will require interfacing directly with clients, their advisors, outside accounting and audit firms, as well as continual collaboration with colleagues throughout the company.  

Key Responsibilities:

Management over Tax Team Deliverables (25%)

• Tax Season 

Tax return preparation and review resource allocation 

End-to-end process refinement 

Inter-department collaboration on tax season readiness 

• K-1 Reconciliation and Analysis 
• Alternative asset Reconciliation and Analysis 
• Estimated Taxes 
• IRS Notices 
• Management of responsibilities and deliverables of Tax Team: 

Prepare private foundation tax returns (IRS Forms 990PF and 990T, and all accompanying forms) and extensions 

Calculate and review quarterly estimates 

Draft responses to client tax 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 

Management of Client Finance and Accounting Deliverables (35%)

• Development of processes and system improvements for accounting teams 
• Organizational strategy and development, and process improvement 
• Efficiency improvement across divisions and enhance customer experience 
• Ensure the department’s service deliverables and responsibilities are met: 

Preparation of custom financial statements, budget and ad-hoc reports for our clients   

Trial Balance and workpaper preparation in connection with audit support engagements  

Support the month/year end close process through the research/resolution of open issues  

Record book to tax adjustments as they relate certain tax matters across various asset types  

Client payroll reconciliation and review 

Client Communication, Training, and Resolution (15%)

• Subject matter expert and liaison to our clients and other departments regarding tax and accounting matters. 

People Leadership (15%)

• Recruitment and hiring for tax and accounting teams 
• Setting training and onboarding standards for accountants 
• HR system (Paylocity) administration 
• Performance review (Paylocity) administration 

Requirements

• CPA Required 
• 10+ years of experience 
• Excellent leadership skills 
• Excellent technical and analytical skills 
• Strong ability to learn quickly and take initiative  
• Strong ability to manage and prioritize multiple projects while ensuring internal SLAs and deadlines are met 
• Strong ability to identify problems and recommend solutions in a demanding and fast-paced environment   
• Strong knowledge of software applications and mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat, finance software, and Salesforce; experience with GoSystem Tax preferred 
• Master’s Degree preferred 

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. 

The Accounting Manager, Operations plays a vital role in our Foundation Accounting team. You thrive in a structured environment, delivering high-quality, precise work based on established standards and procedures. You're involved in managing complex assets and financial transactions to ensure accurate accounting and tax treatment; supporting the onboarding of existing foundations onto the Foundation Source platform; and reviewing all alternative assets, including K-1s reporting for accuracy.

Success in this role requires patience, strong leadership qualities, meticulous attention to detail, and a commitment to consistent, error-free work in a mostly remote setting. The Accounting Manager, Operations reports directly to the Head of Tax and Accounting.

Key Responsibilities:

Manage and Carry Out Alternative Asset Process (30%)

• Oversee process of review and recording of all alternative assets ensuring accuracy and compliance. 
• Establish process and protocols for booking and recording all alternative assets to ensure accuracy and compliance. 
• Using regular meetings, materials, and training, work with stakeholders (management and teams) in other departments (including Tax, Accounting, Finance, and Client Services) to ensure assets are booked properly, timely, and in accordance with internal SLAs.  
• Responsible for working with Product and Development team to explore technology improvements related to Foundation Source’s Alternative Asset Matrix, K-1 Matrix, 990PF Tax Matrix, and other proprietary modules. 
• Ensure appropriate valuation methodologies are used for alternative investments in accordance with accounting and tax principles. 
• Identify accounting issues, process improvements, and automation opportunities within alternative asset workflow (including K1s).  
•  Coordinate Foundation Source’s K1 Process across 2,000+ partnership holdings. Manage recording of K1 data entries and all associated transactions for completion and accuracy. 
• Complex assets held by private foundations include, but are not limited to: 

Partnerships Interests (foreign and domestic) 

Private Equity 

Hedge Funds 

Real Estate  

Private Credit  

Debt Instruments 

Commodities 

Derivatives 

Liabilities 

Promissory Notes 

Mortgage Loans Receivable 

Options 

Exempt function assets and activities 

Program related investments 

Other Illiquid or Non-Traditional Investments 

Complex Financial Transaction Management (30%)

• Responsible for the process of recording and reviewing complex financial transactions across various asset types, applying technical expertise to determine proper accounting and tax treatment.
• Complex assets and/or transactions include, but are not limited to: 

Margin

Corporate actions 

Negative cash 

Purchased interest 

UBTI classification 

Options 

• Review all transactions related to complex assets, including basis, capital contributions and distributions. 
• Identify best practices, processes, and technology for booking and tracking complex transactions.  
• Responsible for process by which we obtain, process, review, and record investment documentation or supporting documents for financial transactions.

Valuation reports 

Capital account statements 

Prospectuses 

Private placement memorandums 

Subscription agreements 

Side letters 

Settlement sheets 

Closing statements 

Purchase agreements 

• Assist with the onboarding of existing foundations, focusing on a smooth transition by ensuring all financial data is accurately integrated into the Foundation Source platform.
• Create tools, such as onboarding questionnaire and new-asset client questionnaire 

Finance, Tax, and Accounting Management and Process Support (20%)

• Partner with team responsible for onboarding financials of private foundations 
• Work with fellow leaders in client service, finance, tax, and accounting teams to ensure a streamlined and cohesive approach to client service. 

Leadership & Team Development (10%)

• Lead, mentor, and develop accounting staff through coaching, performance feedback, and career planning 
• Establish training programs and development plans to strengthen technical and professional skills 
• Foster a culture of accountability, collaboration, and continuous improvement 
• Conduct performance evaluations and support goal setting aligned with organizational objectives 

Direct Client Support (10%)

• Serve as subject matter expert resource to clients and colleagues alike. 

Requirements

Technical Expertise in Accounting

• Demonstrates strong technical accounting skills, including proficiency in debits, credits, transactions, and financial reporting, with tax accounting experience being a plus.

Effective Communication

• Possesses exceptional communication skills, able to convey complex financial information clearly and concisely to both internal teams and external stakeholders, adapting the communication style to the audience.

Project Management and Prioritization

• Skilled at managing and prioritizing multiple projects simultaneously, consistently meeting internal Service Level Agreements (SLAs) and deadlines without compromising quality.

Collaboration and Independence

• Excels in both collaborative team settings and while working independently, leveraging strong interpersonal skills to contribute effectively in a remote work environment.

Problem Solving and Proactivity

• Highly detail-oriented, driven to identify issues, and adept at recommending effective solutions, especially in a fast-paced environment.

Continuous Learning and Adaptability

• Demonstrates a strong capacity for quickly acquiring new skills and proactively taking steps to improve processes and outcomes.

Educational and Professional Credentials

• Bachelor’s degree in accounting or finance is preferred, with a CPA or active progress towards CPA certification highly desirable. A minimum of 5+ years of experience in accounting is required, along with mastery of computer and web-based financial software.

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 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. 

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.