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. 

Join our mission-driven Tax and Accounting team and make a meaningful impact by supporting over 2,400 private foundations across the country. We’re seeking a dependable and detail-oriented Tax & Accounting Associate who thrives in a structured, process-driven environment. This is an excellent opportunity for individuals who enjoy working with precision, value consistency, and take pride in delivering accurate, high-quality work.

In this role, you’ll support both payroll reporting and complex accounting functions, including year-end transitions and alternative asset tracking. Your responsibilities will be clearly defined, and you’ll collaborate with a knowledgeable team of professionals who value rigor and accountability. 

Key Responsibilities  

Payroll Reconciliation (60%) 

• Import and classify payroll transactions for clients using Foundation Source or external vendors. 
• Analyze and reconcile payroll data including gross wages, taxes, deductions, and benefits. 
• Collaborate with clients and payroll providers to resolve discrepancies. 
• Assist in preparing year-end payroll reports that support foundation tax filings. 

Complex Accounting (40%) 

Transition Year Support (30%) 

• Upload opening balances and manually enter historical data for new clients. 
• Reconcile financial data to IRS Form 990-PF and resolve inconsistencies. 
• Participate in onboarding calls to gather detailed financial background. 
• Work with cross-functional teams to ensure a smooth transition and accurate records. 

Alternative Asset & Depreciation Support (10%) 

• Support senior staff in reviewing alternative assets such as offshore corporations and private holdings. 
• Prepare annual depreciation schedules and update our proprietary system accordingly. 

Requirements

• A Bachelor’s degree in Accounting, Finance, Economics, or Business (preferred). 
• 2+ years of relevant experience, especially in payroll or financial reconciliation. 
• A high level of attention to detail and a commitment to accuracy. 
• Comfort working independently in a remote or hybrid environment. 
• An ability to follow and improve upon established processes and systems. 
• Strong communication skills and a desire to work collaboratively. 

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. 

You'll take ownership of data quality and contribute directly to our sales and marketing success - playing a key role in prospect identification, tracking performance, data enrichment, and reporting. Your work will directly influence the growth of our sales pipeline and success of our marketing campaigns. 

Key Responsibilities:

Prospect Research & Lead Identification – 40% 

• Partner with Sales and Marketing to source and segment new high-potential prospects aligned to Ideal Customer Profiles (ICPs) 
• Expand and enrich our lead database with vetted legal, advisory, and financial contacts using research tools 
• Standardize outreach cadences and contribute to campaign strategy through list-building and analysis 
• Use platforms like Salesforce and Salesvue to support funnel progression and campaign performance tracking 
• Identify emerging trends and suggest new lead strategies based on real-time data 

Data Entry, Quality, & Enrichment – 30% 

• Ensure contact and lead information is consistently accurate, complete, and clean within Salesforce 
• Run regular data hygiene checks, remove duplicates, and maintain formatting consistency 
• Use third-party tools and online research to enrich and verify incomplete records 
• Help maintain a proprietary dataset that directly supports campaign personalization and efficiency 

KPI Tracking & Sales Reporting – 20% 

• Build and distribute weekly, monthly, and quarterly dashboards that measure sales KPIs and funnel performance 
• Translate complex data into clear, actionable insights for Sales and Leadership 
• Analyze patterns in lead behavior and suggest optimizations based on findings 
• Ensure reports are accurate, timely, and aligned with strategic goals 

Collaboration & Process Improvement – 10% 

• Join cross-functional check-ins with Marketing, Sales, and CRM Admin teams to align on goals 
• Suggest improvements to sales tools, processes, and data systems 
• Help refine internal documentation, reporting protocols, and campaign tracking methods 
• Be a voice for data-driven improvement and innovation across the organization 

What Success Looks Like: (KPIs) 

• Lead Record Accuracy: =98% data accuracy on all manual updates 
• List Delivery Timeliness: 100% of segmented prospect lists delivered on schedule 
• Sales Report Cadence: Weekly, monthly, and quarterly reports completed with >95% accuracy 
• Database Growth: Meet quarterly growth targets for verified leads and enriched records 

Requirements

• Experience with Salesforce (required); Salesvue experience is a plus 
• Strong Excel or Google Sheets skills; Power BI or data visualization tools a bonus 
• Understanding of sales funnels, marketing data flows, and campaign tracking 
• Detail-oriented and comfortable with manual data entry at scale 
• Analytical mindset with curiosity to identify trends and opportunities 
• Clear communicator – both written and verbal – across technical and non-technical teams 
• Bachelor’s degree or equivalent experience in sales ops, data analysis, or marketing support. 

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.  

Foundation Source is seeking a reliable, detail-driven Associate to join our PG Calc Endowment Sub-Accounting (ESA) team. This role is ideal for someone who takes pride in doing things the right way, values consistent processes, and enjoys being part of a dependable and supportive team. 

The Gift Admin Associate will be responsible for producing monthly and quarterly endowment sub-accounting reports for a portfolio of nonprofit and institutional clients. This position also supports planned giving reporting and provides backup to our Gift Administration Financial Administrator. 

If you’re someone who finds satisfaction in precision, enjoys structured work, and wants to make a meaningful contribution to organizations doing good in the world, this role may be the perfect fit. 

Key Responsibilities: 

Produce Monthly and Quarterly Endowment Reports (85%) 

• Serve as a reliable point of contact and relationship manager for a portfolio of client accounts. 
• Analyze and reconcile financial data, ensuring accuracy and integrity in all reporting. 
• Maintain established processes to produce timely and accurate sub-accounting reports. 
• Distribute reports in accordance with contractual deadlines and resolve client questions as needed. 
• Support teammates by serving as a backup relationship manager during scheduled absences. 
• Introduce clients to additional products and services as appropriate. 

Produce Planned Giving Reports (5%) 

• Use GiftWrap software to generate standard planned giving reports. 
• Maintain accurate and timely client data input for monthly/quarterly reports. 
• Support calculations related to FASB liability, state reserve requirements, and CGA market values. 

Support Gift Administration Operations (10%) 

• Provide dependable backup support to the Financial Administrator during peak periods or time off. 
• Assist with tasks including check processing, ACH and wire uploads, and account reconciliation. 
• Ensure timely, error-free financial transactions while maintaining a high standard of customer service. 

Requirements

• Associate or Bachelor's degree in business, accounting, finance, or related field OR 4+ years of on-the-job experience in a finance or administrative environment 
• Strong attention to detail and commitment to accuracy, data integrity, and doing things by the book 
• Thrives in structured environments with defined procedures, recurring tasks, and steady workflows 
• Able to manage multiple priorities with consistency and timeliness while maintaining high quality 
• Communicates clearly and professionally; works well independently and as part of a collaborative team 
• Process-oriented with a continuous improvement mindset and comfort using Microsoft Office and financial software 
• Driven by a sense of purpose and takes pride in supporting mission-driven work through operational excellence 

• 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: If hybrid, must be able to reliably commute to the Cambridge office 2 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. 

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.