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.
The Vice-President of Donor-Advised Fund (DAF) Execution is a key driver of innovation and strategic growth, leading high-impact improvement initiatives and coordinating cross-functional operations at an executive level. This role is integral in ensuring the Charityvest DAF program not only excels in day-to-day operations but also scales effectively in alignment with its mission. The position demands a forward-thinking strategist with a strong analytical mindset, a keen ability to solve complex problems, and a passion for driving change and efficiency within a dynamic environment. Strong systems-thinking and adaptability will be essential for success.
Key Responsibilities:
Own initiatives & convene forums essential to the operation and growth of the DAF program (35%)
Provide oversight & coordination on regular operations for the DAF program (35%)
Deliver decision-input & backup support activity to other DAF program functions (20%)
Own & deliver ad hoc discrete projects to support continued program growth (10%)
Requirements
Desired Knowledge, Skills & Abilities:
Compensation: The base salary range for this position is $175K- 190K annually, depending on the candidate's experience, qualifications, and skills. The final offer will be determined based on these factors.
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 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.