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  • Private Client Advisor

    Location: Remote Worker - N/A
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    Summary

    Private Client Advisors serve as the primary relationship managers for roughly 60 private foundations and their board members, staff, financial advisors, and other trusted counselors in engaging Foundation Source’s full suite of resources to deliver superior, ongoing private foundation support and services.


    Key Responsibilities


    Client Relations (40%)

    • Manage a portfolio of private foundation client relationships by responding to client emails and phone calls with speed and accuracy and proactively reaching out to clients with relevant industry or company information.
    • Meet or exceed department performance indicators relating to client retention (i.e., 97% retention within the team); seek opportunities to build client (and employee) loyalty to the company
    • Responsible for maximizing potential for referrals through client and advisor relationship management
    • Provide support to sales staff as needed (e.g., participation in prospect calls and meetings)

    Client Coordination (30%)

    • Oversee administrative operations for foundation clients to ensure compliance with tax and state filings, mandated distribution requirements and grant and expense processing by coordinating Foundation Source’s various departments and resources.

    Onboarding and Development (20%)

    • Implement new Foundation Source clients by customizing and introducing the FSOL platform and then serving as an ongoing resource for private foundation regulations and recognizing opportunities for incorporating additional services (i.e. Applications/Outcomes/PD Engagements).

    Continuous Improvement (10%)

    • Maintain confident knowledge of FS systems and processes, compliance, and general philanthropy issues by attending various trainings and info sessions and be able to effectively articulate this information to clients as needed and appropriate.
    • Seek ways to improve our product and services, while simultaneously identifying ways to maximize efficiencies without compromising service quality
    • Provide feedback to IT regarding common problems and/or opportunities for product improvement and enhancement
    • Participate in QA testing for new software releases and enhancements, as needed

    Requirements

    • 1-2 years’ experience in delivering relationship management, administrative support and exceptional customer service at a private foundation, financial services firm, or family office or will demonstrate similar relevant experience
    • Clear and effective communication skills, written and verbal
    • Strong client-service orientation and interpersonal skills
    • Basic computer knowledge including Microsoft Office and ability to learn and utilize new technology
    • Heightened, yet balanced, attention to accuracy
    • Strong analytical skills to review and understand client issues and determine efficient resolutions
    • Solutions-oriented and ability to present one’s self as a reliable knowledgeable authority
    • Ability to display grace under pressure and positivity in a high-volume environment
    • An action-oriented approach to work
    • Highest level of integrity, including respect for and adherence to client and corporate confidentiality
    • Demonstrated track record of successful employment in a professional office environment
    • Bachelor's Degree or equivalent job experience required

    Physical Demands

    • Constantly operates a computer and other office machinery
    • Must be able to communicate information and ideas so others can understand
    • The ability to observe details at close range (within a few feet)

    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 accommodation may be made to enable individuals with disabilities to perform the functions.


    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.

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  • Tax Accountant

    Location: NY Office
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    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
    • GL experience a plus 
    • The ideal candidate will be highly motivated, detail oriented, and a self-starter 
    • Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines 
    • Strong technical skills (tax, accounting) 
    • Must work well 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 
    • Knowledge of Foreign Filings 
    • Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred 

    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.  

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  • Associate, Financial Accounting

    Location: HQ
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    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. 

    • Review various financial institutions statement of accounts to verify and enter asset balances 
    • Record transactions to the ledger for the charitable and investing activity of our clients 
    • Reconcile financial transactions and asset portfolios to client statement of accounts 
    • Assist with statement intake and valuation procurement 

    Requirements

    • Strong technical skills; knowledge of accounting for brokerage statements
    • Internal/ External Communication Skills
    • Ability to manage and prioritize multiple projects while meeting internal SLAs and deadlines 
    • Works well in a team environment as well as independently 
    • Ability to identify problems and recommend solutions in a fast-paced environment 
    • Must be detail oriented, motivated and able to prioritize 
    • Ability to learn quickly and take initiative
    • Mastery of computer and web-based financial software products
    • Bachelor’s degree or 1-2 years of related experience preferred

     

    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. 

    APPLY NOW