Come work with us, you’ll
it.
Ready to soar? Join us and see how you can help philanthropists make a difference.
Ready to soar? Join us and see how you can help philanthropists make a difference.
Our culture isn’t just something we like to talk about. We live it every day.
Delivering the highest quality experience at all times.
We are a family of individuals united by a single, shared mission.
Constant learning, development and reinvention to create better outcomes for our clients and ourselves.
Partnering with clients to make the world a better place and find meaning in our work.
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.
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
Meet some of our teammates who are putting our values into practice every day.
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%)
Research, Analysis and Reporting (30%)
Requirements
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.
The Senior Associate plays a vital role in our Tax and Accounting Team, a division of the Tax and Legal department. This position is ideal for someone who thrives in a structured environment, delivering high-quality, precise work based on established standards and procedures. The role involves preparing custom financial reports for audits, budgets, and periodic client needs; managing complex financial transactions to ensure accurate accounting and tax treatment; supporting the onboarding of existing foundations onto the Foundation Source platform; and reviewing K-1 reporting for accuracy.
Success in this role requires patience, meticulous attention to detail, and a commitment to consistent, error-free work in a fully or mostly remote setting. The Senior Associate reports directly to the Senior Director, Tax and Accounting.
Key Responsibilities:
Trial Balance and Workpaper Review (35%)
Financial Transaction Management (20%)
K-1 Data Entry and Review (20%)
Foundation Onboarding Support (15%)
Custom Financial Reporting (10%)
Requirements
Technical Expertise in Accounting
Effective Communication
Project Management and Prioritization
Collaboration and Independence
Problem Solving and Proactivity
Continuous Learning and Adaptability
Educational and Professional Credentials
Physical Demands:
We are seeking a Director of Project Management with a proven track record in Project Management Office (PMO) leadership, ERP implementation, and consulting. The ideal candidate will hold PMP certification from the Project Management Institute (PMI) and possess strong project governance expertise. Beyond technical capabilities, this role requires an individual who exhibits a collaborative, results-driven, and detail-oriented approach, combined with proactive problem-solving and a natural ability to influence and lead teams.
As a key leader in the organization, the Director of Project Management must balance strategic thinking with tactical execution, ensuring that all projects align with organizational goals and deliver measurable outcomes. A natural ability to inspire trust, adapt to challenges, and drive accountability across diverse teams will be critical for success in this high-impact role.
Key Responsibilities
PMO Leadership and Governance:
ERP Implementation Oversight:
Strategic Project Management:
Stakeholder Engagement:
Requirements
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 Corporate Accountant reporting to the Controller, you will be a key team member in our corporate finance department, playing a crucial role in maintaining financial records, assisting in financial analysis, and ensuring compliance. Your attention to detail and financial acumen will contribute to the overall financial stability and success of our organization.
Key Responsibilities
Requirements
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 EmployerWe 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.