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 searching for a key player in the Financial Reporting and Tax Matters division of our Financial Accounting department. The person in this role will be responsible for preparing custom financial reports to meet the audit, budgetary, and periodic needs of our clients; reviewing financial transactions to determine whether the underlying information requires tax adjustments.
Requirements
We are searching for a key player in the Reconciliation and Valuation division of our Financial Accounting department. The person in this role will be responsible for executing timely reconciliations to verify all financial transactions are entered, portfolio assets are accounted for and data is complete; assisting with statement intake and valuation procurement to ensure current period deliverables are met.
Requirements
The Growth Data Analyst will enrich and mine existing data sets and collect new information and insights to assist with lead generation and funnel progression. In doing so, this role will be a data-driven thought partner for Marketing and Sales leadership to identify patterns, test hypotheses and support the overall growth of the business. An ideal candidate for this role is detail oriented, accurate and willing to experiment to drive outcomes.
Prospect Development 40%
New Target Acquisition 40%
Cross-Domain Collaboration and Documentation 20%
Requirements
Private Client Advisors on the Premier Services Team are the relationship managers for as many as 20 private foundations and their board members, staff, financial advisors, and other trusted counselors, helping them to carry out their philanthropic goals and administrative activities by engaging and facilitating Foundation Source’s full suite of comprehensive resources.
The Private Client Advisor (PCA), Premier Services Team, reporting to a Director of Client Services, provides support to both the Director’s portfolio of clients and, eventually, their own defined group of clients.
PCAs for the Premier Services Team work directly with a Director and other seasoned client advisors to support and guide private foundation clients in conducting their philanthropic and administrative activities to assure a superior experience with Foundation Source. PCAs establish and maintain personal contact with a dedicated base of clients by responding to requests for information, anticipating and customizing services to meet client needs, and providing impeccable service and support to clients and their trusted advisors.
Client Relations (50%)
Client Operations/Administrative (40%)
Strategy, Research and Development (10%)
Requirements
Physical Demands
The purpose of this position is to serve as Expense Coordinator for Foundation Source’s Client Expense Division. This role is responsible for entering and reviewing client requests for payment and reimbursement of foundations expenses. Candidate must possess the ability to grasp private foundation expense (and grant) rules and concepts and apply them to administrative processes. Strong critical thinking and organizational skills, as well as attention to detail are key.
The ideal candidate has experience working as a bookkeeper/accountant/accounts payable specialist, is detailed oriented and has a strong aptitude for, and interest in, client expense processing.
Expense Processing - 80%
Subject Matter Expertise - 20%
Requirements
Physical Demands:
We are seeking a tax accountant to be a key player in our Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients, and at times with the IRS.
Key Responsibilities:
Prepare and file foundation tax returns (70%)
Research, Analysis and Reporting (30%)
Requirements
Physical Demands:
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.