We are seeking a Marketing Manager, DAFs to lead the development and execution across marketing channels related to our Donor-Advised Fund (DAF) technology offerings. In this role, you will serve as a bridge between the DAF team and the broader Marketing function – bringing strategy to life through events, social media, content, and more. 

Ideal candidates will bring a solid understanding of the philanthropic landscape, particularly how donor-advised funds operate, and will be passionate about engaging financial advisors, donors, and other stakeholders on the benefits of DAF technology. 

This position offers a unique opportunity for you to grow within the Foundation Source marketing organization over time, while working closely with both the Marketing and DAF teams. 

Key Responsibilities:   

• Multi-Channel Campaign Execution: Implement integrated marketing campaigns across digital, social, email, events, and content channels to drive DAF awareness and adoption. 
• Event Management: Coordinate DAF-focused webinars and conference participation to showcase Foundation Source's DAF technology solutions to financial advisors and donors. 
• Social Media and Digital Presence: Develop and oversee DAF-specific social media content and digital advertising efforts to increase brand visibility and engagement. 
• Content Execution: Provide content support for DAF-focused material across formats (email, blog, web, etc.) as needed, working with subject matter experts to distill complex DAF concepts into accessible narratives. 
• Email Marketing: Support copywriting, testing, and scheduling of DAF-related email campaigns in coordination with broader marketing goals. 
• DAF Marketing Calendar Management: Maintain and update the content calendar specifically for DAF marketing activities, ensuring visibility and alignment across teams. 
• Performance Tracking: Monitor performance metrics and help translate insights into DAF campaign optimizations. 
• Brand & Messaging Alignment: Ensure all DAF-related marketing aligns with Foundation Source’s tone, voice, and brand guidelines. 
• Cross-Functional Coordination: Collaborate with the DAF team to translate product and service insights into engaging marketing materials. 

Requirements

• 3–5 years of marketing experience, preferably in financial services, fintech, or philanthropy, with direct experience or familiarity with donor-advised funds. 
• Experience implementing integrated marketing campaigns across multiple channels (digital, social, email, events) and coordinating webinars/conference participation. 
• Excellent writing and communication skills, with the ability to translate complex financial concepts into engaging content for diverse audiences. 
• Proficiency with marketing automation, CMS platforms, social media tools, and analytics (e.g., HubSpot, Sanity). 
• Strong project management skills with the ability to manage multiple initiatives while maintaining attention to detail. 
• A collaborative, team-oriented approach with excellent cross-functional communication and a passion for mission-driven work. 

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. 

Time Zone: Must be able to work in EST 

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%)

• 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.

In this role as a Senior Tax Services Associate, your primary responsibility will be the intake, research, and resolution of all incoming IRS correspondence regarding our clients' tax filings, payments, credits, and refunds. You will also assist data processing for K-1 reporting, tax return preparation for level 1 and 2 returns, and support ad hoc projects. 

We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is meticulous, highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical. 

Key Responsibilities: 

IRS Notices (60%) 

• Intake, research, and resolution of correspondence from the IRS, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments 
• Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS 
• Coordinate the processing of physical mail from the IRS  
• Manage workflow through project management software 
• Work with other internal stakeholders, such as Tax Accountants (Tax & Legal Affairs), Analysts (Financial Accounting) and Private Client Advisors (Client Services) to resolve client tax matters 

K-1 Preparation (30%) 

• Intake and manage receipt of K-1s  
• Review K-1 input data for accuracy  
• Responsible for resolving and reconciling any differences between the K-1 and Foundation Source records 
• Obtain any additional tax documentation/clarification per K-1 provided to process the K-1 for tax return preparation.  

Tax Return Prep (10%) 

• Prepare private foundation tax returns (Primarily basic IRS Forms 990-PF and accompanying forms) 
• Other tax related projects as requested by management  

Requirements

Desired Knowledge, Skills & Abilities: 

• 2+ years of accounting experience required
• Bachelor's degree or relative work experience preferred 
• Experience working with IRS on resolution of correspondence and other tax matters  
• Knowledge of K-1s 
• Strong analytical and problem-solving skills 
• Stellar organizational skills 
• Strong and clear communication, both in written and verbal formats 
• Adept technical skills (tax, accounting) 
• Must be detail oriented, self-motivated, and able to prioritize 
• Must work well in a team environment as well as independently 
• Ability to learn quickly, take initiative and see projects through completion  
• Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision  

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.