At Pacific Foundation Services (PFS), our Grants Management (GM) team ensures that every grant we administer is handled with precision, care, and integrity. As a Grants Manager, you’ll be part of a highly collaborative and detail-oriented group that supports the full lifecycle of grantmaking — from application and due diligence through payment and reporting. 

We’re looking for someone who takes pride in doing things carefully and thoughtfully ;  someone who values accuracy, organization, and teamwork. You’ll be trusted to maintain the accuracy, consistency, and compliance that keep our clients’ philanthropic work running smoothly, and you’ll play an essential role in ensuring grants are managed efficiently and thoughtfully. 

If you’re someone who enjoys bringing structure to complex processes and finds satisfaction in seeing projects through from start to finish, this role offers a meaningful opportunity to contribute to impactful philanthropy. 

As a key operational partner, you’ll coordinate across teams, maintain thorough records, prepare meeting materials, and support clients and grantees with professionalism and empathy. This position is ideal for someone who takes pride in their craft, values reliability, and finds fulfillment in supporting the success of others. 

Key Responsibilities

Grantmaking Processes - 60%

• Implement and continually strengthen client grants management policies and procedures to ensure every grant is handled with accuracy and care in order to help clients achieve their philanthropic goals and ensure a clear, equitable experience for grantseekers. 
• Collaborate closely with clients throughout the grantmaking cycle, fostering strong relationships built on trust, clear communication, and shared purpose. 
• Guide and support applicants and grantees with empathy and professionalism at every stage — communicating requirements clearly, ensuring accessible and accurate information, and providing technical assistance that makes the process smooth and equitable. 
• Maintain meticulous records in the PFS grants management database (and/or client database) to track payments, reporting requirements, and key documents. Prepare and distribute award letters, agreements, payments, and declinations with integrity and precision. 
• Work in partnership with client teams to ensure grants management operations reflect each client’s values and commitment to making a positive impact while delivering reliable, high-quality service that strengthens their philanthropy. 

Compliance & Data Management – 40%

• Ensure integrity and transparency by reviewing, verifying, and documenting grantee eligibility in alignment with legal and ethical standards. 
• Support clients in fulfilling their governance responsibilities by organizing annual meetings and officer elections, collecting conflict of interest statements, and recording minutes while helping uphold client mission and values through sound stewardship. 
• Maintain accurate, detailed records that meet compliance requirements, providing reliable data for audits, tax filings, and reconciliations. Your diligence ensures every grant reflects accountability and trust. 
• Prepare clear, insightful reports that help clients understand their grantmaking activity and impact, reinforcing their confidence in well-managed philanthropy. 

Requirements

• At least three years of hands-on administrative experience, demonstrating consistent reliability and attention to detail; experience within philanthropy or the nonprofit sector is highly valued. 
• Proactive and dependable, with strong judgment and the persistence to see every task through to accurate and thoughtful completion. 
• Exceptionally organized and methodical, able to manage multiple priorities while maintaining accuracy and calm under pressure. Works independently and collaboratively within a supportive, fast-paced team environment. 
• Service-minded and professional communicator, demonstrating respect, tact, and empathy in every interaction. 
• Comfortable engaging with a wide range of people, including client boards, high net worth individuals, and colleagues from diverse perspectives and backgrounds. 
• Strong written communication skills, including proofreading, editing, and maintaining clarity and precision in all correspondence. 
• Advanced proficiency with Microsoft Office and database systems, with a commitment to using technology effectively to support accuracy and efficiency. 
• Dedicated to advancing equity and inclusion through thoughtful, values-driven work. 
• Aligned with our core values of generosity, respect, integrity, inclusion, commitment, and humility. 
• Trusted and dependable, demonstrating integrity, discretion, and a strong sense of personal responsibility. 

Job Requirements for Hybrid 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 1 –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. 

As a Private Client Advisor at Foundation Source, you will be a trusted point of contact for private foundations and their advisors—bringing a steady, detail-oriented approach to relationship and account management. This role is ideal for professionals who thrive in structured environments, enjoy problem-solving through deep expertise, and value meaningful, long-term client relationships.

You will serve as a reliable guide and liaison, helping ensure that each foundation operates smoothly, compliantly, and with purpose.

Key Responsibilities:

Client Relationship Stewardship (30%)

• Serve as the primary relationship manager for a portfolio of private foundations.
• Respond to client inquiries with care, clarity, and precision across email, phone, and video communications.
• Provide relevant insights and updates to proactively support client success and long-term engagement.
• Support client retention goals by consistently delivering high-value, trustworthy service.
• Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings.

Operational Oversight & Coordination (30%)

• Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations.
• Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support.
• Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations.

Client Onboarding & Education (30%)

• Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs.
• Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions.
• Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations.

Professional Development & Process Improvement (10%)

• Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services.
• Identify opportunities for internal process improvements and client service enhancements.
• Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision.

Requirements

• 1–2 years in a client-facing, administrative, or compliance support role—ideally within philanthropy, financial services, or a family office.
• Experience in a high-accountability, professional services setting preferred.
• Bachelor’s degree or equivalent professional experience required.
• A methodical, service-oriented mindset with strong organizational skills and attention to detail.
• Strong written and verbal communication skills with a professional, composed tone.
• Natural curiosity and a desire to build subject-matter expertise in philanthropy, compliance, and operations.
• Comfort with structure, deadlines, and multitasking across a portfolio of clients.
• Proficiency in Microsoft Office and the ability to learn internal platforms and client tools.
• High integrity and a deep respect for confidentiality in client interactions.

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.

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.

We are seeking a senior tax accountant to be a key player on our Tax Team. 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, and swiftly grasp complex tax concepts, regulations, and industry changes.  

Key Responsibilities: 

Prepare and review foundation tax returns (70%) 

• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms – including filings in respect of direct and indirect foreign holdings, such as forms 926, 8865, and 5471) and extensions (8868) 

Tax Calculations, Research, Analysis and Reporting (30%) 

• Calculate, review, and approve quarterly estimates 
• Draft 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 with 3-5 years of tax return preparation, with general accounting experience preferred (GL experience a plus) 
• Experience with Complex Investments (Alternative Assets), K-1s and Foreign Filings 
• Strong technical tax and accounting skills 
• Experience with GoSystem Tax RS preferred 
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce 
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines 
• 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 
• Highly motivated, detail oriented, self-starter 

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. 

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.