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Come work with us, you’ll
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.
  • Client Accounting Associate

    Location: Remote Worker - N/A
    Read Full Description

    Are you someone who thrives in a dynamic, detail-driven role where no two days look exactly the same? In this position, you’ll play a key part in supporting our clients by managing incoming communications from federal and state agencies, resolving tax-related inquiries, and contributing to important filing and reporting processes. 


    Your work will involve researching and responding to correspondence, helping collect and process data for K-1 reporting, and supporting the preparation of federal and state tax filings. You’ll collaborate across teams, stay organized in a fast-paced environment, and build deep knowledge in the areas of tax and compliance. 


    We’re looking for someone who is curious, flexible, and eager to learn — someone who enjoys problem-solving, values precision, and can adapt to shifting priorities while staying focused on delivering excellent service. If you’re motivated by doing meaningful, impactful work and want to grow your skills alongside a collaborative team, this could be a great fit. 


    Key Responsibilities:

    Payroll Reconciliation & Client Collaboration (40%)

    • Import and classify payroll-related transactions for clients using Foundation Source payroll services 
    • For clients with external payroll providers, manually classify, calculate, and reconcile gross wages, taxes, deductions, and benefits 
    • Partner directly with clients and payroll administrators to investigate and resolve any discrepancies between recorded transactions and payroll reports 
    • Support year-end payroll reporting by providing accurate data used in foundation tax return preparation 


    Financial Reconciliation & Valuation Support (40%)

    • Review account statements from financial institutions to verify and enter asset balances with precision 
    • Record investment and charitable activity in the general ledger to ensure accurate financial reporting 
    • Reconcile asset portfolios and financial transactions against client account statements 
    • Support intake of statements and procurement of asset valuations 
    • Identify opportunities to improve workflows and processes that positively impact client experience and internal collaboration 

    Accounting Support & Data Accuracy (20%)

    • Review foundation data in our proprietary system to confirm completeness and accuracy 
    • Reconcile financial data with prior-year tax filings (Form 990-PF), identify discrepancies, and make adjustments as needed 
    • Work with internal teams to clarify unidentified transactions and ensure they are correctly categorized 
    • Assist Senior Associates in reviewing complex or alternative assets (e.g., offshore corporations, closely held stocks, promissory notes) 
    • Prepare and update annual depreciation schedules and system entries 

    Requirements

    • A bachelor’s degree is a plus — especially in accounting, finance, or a related field 
    • You pick things up quickly and enjoy applying new information with confidence 
    • You’re a natural problem-solver who knows how to dig in, find answers, and take initiative 
    • You thrive in a fast-moving environment, can juggle multiple tasks, and adapt easily when priorities shift 
    • You communicate clearly and professionally — whether it’s over email, in meetings, or in writing 
    • You’re highly organized, detail-focused, and take pride in getting the small things right 
    • You enjoy working as part of a collaborative team — and you're just as comfortable running with tasks independently 
    • Experience in fast-paced, mid-sized companies is a strong plus 
    • You’re tech-savvy, curious, and quick to get up to speed on new platforms and tools 
    • Comfortable with Microsoft Outlook, Excel, and Word — and open to learning even more 

    Job Requirements for a 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
  • Tax Compliance Coordinator

    Location: Fairfield Office
    Read Full Description

    In this role, you’ll play a key part in supporting our clients by managing and resolving inquiries from federal and state agencies related to corporate and tax filings. Your day-to-day responsibilities will include reviewing correspondence, conducting research, and ensuring timely and accurate responses. You’ll also support data gathering and processing for K-1 reporting, and assist in the preparation of various tax and corporate filings. 


    We’re looking for someone who is detail-oriented, dependable, and thrives in a structured environment. The ideal candidate is someone who enjoys working both independently and collaboratively, follows established processes carefully, and is motivated by contributing to a team’s success. If you're someone who values consistency, enjoys solving problems with care, and takes pride in delivering accurate work on time, we’d love to meet you.  


    Key Responsibilities:


    Agency Correspondence & Research Support (75%)

    • Review, research, and respond to incoming correspondence from the IRS and state agencies, particularly related to incorporation filings, name changes, and IRS Forms 990PF and 990T (including extensions and payments). 
    • Accurately reconcile refund checks, credit adjustments, and resolve discrepancies between internal records and government agency data. 
    • Manage and coordinate intake of physical mail from agencies, including regular mail received from the IRS and the State of Delaware. 
    • Track and manage assigned work using project management tools, following established workflows and timelines. 
    • Partner with internal team members across Tax, Finance, and Client Services to ensure timely and thorough resolution of client tax matters. 

    Support for K-1 Data Management (15%)

    • Organize and manage the intake of K-1 forms to ensure accurate and timely data capture. 
    • Review input data for accuracy, and collaborate with the accounting team to obtain any missing or clarifying documentation from K-1 preparers. 
    • Maintain careful attention to detail to ensure data integrity throughout the process. 

    Tax Filing Assistance (10%)

    • Support the preparation of simple federal and state tax filings for private foundations. 
    • Contribute to other tax-related projects and tasks, as assigned by management, with a willingness to learn and support team goals. 

    Requirements

    • Experience communicating with the IRS or state agencies and supporting the resolution of tax-related matters. 
    • Highly organized and able to manage multiple priorities while maintaining accuracy. 
    • Clear and professional communication skills, both written and verbal. 
    • Analytical thinker with a methodical approach to problem solving. 
    • Comfortable working with systems and learning technical tools. 
    • Detail-oriented and reliable — someone who takes ownership of their responsibilities. 
    • Able to work independently with confidence, while also contributing positively to a team environment. 
    • Eager to learn, take initiative, and follow through on tasks from start to finish. 
    • Understands how each task fits into the broader process, and values precision at every step. 
    • This role is based in our Fairfield, CT office and requires in-office presence five days a 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. 

    APPLY NOW
  • Business Development Representative

    Location: Remote Worker - N/A
    Read Full Description

    Are you driven by challenge, energized by connecting with people, and ready to make an impact in the world of philanthropy? Foundation Source is seeking a bold, goal-oriented, and persuasive Business Development Representative (BDR) who thrives on identifying opportunities, owning the sales process, and influencing outcomes.


    This role is ideal for someone who’s not just looking to follow a script — but to lead with strategy, engage with charisma, and think beyond the obvious. If you’re a natural relationship-builder, confident communicator, and a self-starter who loves bringing in new business, we want to meet you.


    Key Responsibilities:

    Lead Discovery (50%)

    • Proactively identify, research, and engage high-potential prospects using a multichannel approach (email, phone, social media).
    • Bring insight to conversations — prepare a compelling POV before every outreach.
    • Engage decision-makers confidently, uncover business needs, and clearly communicate the value of Foundation Source’s offerings.
    • Qualify leads, gain commitment, and seamlessly transition them to our Sales Directors.
    • Act as the front line of new client engagement, constantly testing and refining outreach strategies.

    Territory Growth (35%)

    • Own your territory in partnership with Sales Directors — drive pipeline growth and brand visibility.
    • Consistently exceed KPIs related to lead generation, meetings set, and revenue influenced.
    • Participate in client events, webinars, and presentations — you’re a face of our brand.
    • Stay on top of market trends and industry news to position yourself as a strategic partner, not just a rep.

    CRM & Pipeline Management (15%)

    • Maintain high standards of data accuracy in Salesforce.
    • Prioritize and re-engage cold or inactive leads with persistence and creativity.
    • Use data tools to optimize territory and outreach strategies.

    Requirements

    Desired Knowledge, Skills & Abilities:

    • 2+ years of inside sales, business development, or similar experience.
    • Proven success in a high-energy, goal-driven sales environment (metrics and wins matter — bring your scoreboard).
    • Outstanding verbal and written communication skills — confident on the phone and in virtual meetings.
    • Not afraid to cold call or to ask the tough questions.
    • Experience with Salesforce and other prospecting tools (LinkedIn, ZoomInfo, Outreach, etc.).
    • Passion for philanthropy, finance, or nonprofits is a plus.
    • Bachelor’s degree preferred but not required.

    You’re Probably a Great Fit if:

    • You’re a natural at making connections and influencing people.
    • You challenge the status quo and enjoy building something new.
    • You’re a take-charge leader who thrives in ambitious environments.

    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.
    • Flexibility: This position offers the possibility for remote work with occasional in-office collaborative opportunities. Office is open daily for individuals within commuting distance.
    • Travel: Potential travel opportunities
    • Business Hours: 8:30 AM – 5:30 PM EST (occasional flexibility to support clients in other U.S. time zones).

    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
  • Account Services Coordinator

    Location: Fairfield Office
    Read Full Description

    Position Overview: 

     We’re looking for a highly organized and dependable Account Services Coordinator to support our team with the efficient management of operational workflows. In this role, you'll be responsible for the systematic intake, tracking, and resolution of requests submitted through our Salesforce Case System. 


    The ideal candidate is someone who thrives in a structured environment, values accuracy, and takes pride in maintaining consistency and high-quality service delivery. You’ll play a key role in ensuring that all incoming cases are prioritized logically, processed methodically, and resolved within defined timelines, all while supporting internal teams and stakeholders with clarity and care. 


    If you enjoy working behind the scenes to bring order, clarity, and dependability to complex workflows, we’d love to hear from you. 


    Key Responsibilities:

    Case Management (70%) 

    • Monitor and manage the daily Salesforce case queue to ensure all incoming requests are handled promptly and accurately. 
    • Assess and prioritize cases based on defined criteria such as urgency, impact, and complexity. 
    • Track the status of each case, proactively following up to ensure timely resolution and stakeholder satisfaction. 
    • Partner with cross-functional teams to address and resolve more complex or specialized cases. 
    • Support the broader Account Services team with additional responsibilities and ongoing projects as needed. 

    Analytics & Process Optimization (30%) 

    • Analyze case data to identify trends in volume, resolution time, and recurring issues, with a focus on continuous improvement. 
    • Prepare and distribute regular performance reports on case metrics and team efficiency. 
    • Ensure adherence to internal Service Level Agreements (SLAs) and relevant external compliance standards. 
    • Recommend and help implement workflow enhancements that drive efficiency, accuracy, and consistency in case management. 

    Requirements

    • Bachelor’s degree in Business, Operations, or a related field preferred 
    • 3–5+ years of experience working with CRM or case management systems; Salesforce experience strongly preferred 
    • Proven ability to stay organized while managing high volumes of requests with precision and efficiency 
    • Strong analytical skills, with a focus on identifying patterns, solving problems, and optimizing workflows 
    • Clear, professional communication skills—both written and verbal—used effectively across teams and functions 
    • Demonstrated ability to work independently, manage shifting priorities, and remain composed under pressure 
    • High attention to detail with a strong sense of ownership and follow-through 
    • Comfortable managing multiple tasks simultaneously in a dynamic and fast-paced environment 
    • Technically adept, with the ability to quickly learn and adapt to new tools and systems 
    • Proficiency in Microsoft Outlook, Excel, and Word; strong spreadsheet and reporting skills are a plus 

    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 2-3 times per month, 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
  • 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. 

    APPLY NOW
  • 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