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  • Tax Associate

    Location: NY Office
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    As Tax Services Associate with our Tax & Legal Affairs team, you will provide tax support to our growing client base of over 2,000 private foundations. 


    In this role, you will primarily focus on the intake, research, and resolution of all incoming IRS correspondence regarding our clients’ tax filings and related payments, credits and refunds. Additionally, you will work with members of the Tax & Legal Affairs team to resolve matters from various state tax authorities and assist with 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 highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical.


      

    Key Responsibilities

    • Intake, research, and resolution of correspondence from the IRS and state tax authorities, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments
    • Manage workflow through project management software
    • Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS/state records
    • Coordinate the processing of physical mail from the IRS and State agencies 
    • Work directly with IRS agents and internal stakeholders, such as Tax Accountants (Tax & Legal Affairs) and Private Client Advisors (Client Services) to resolve client tax matters
    • Coordinate and communicate on occasion with clients and financial advisors

    Requirements


    • Experience working with IRS on resolution of correspondence and other tax matters
    • Strong analytical and problem-solving skills
    • Stellar organizational skills with a drive for the details and ability to prioritize multiple tasks
    • Highly proficient in clearly communicating details and information to various audiences, both written and verbal
    • A passion for learning quickly, taking initiative and seeing 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 
    • 2+ years experience in an administrative or accounting related role
    • Bachelor's degree preferred

     

    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
    • 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.  

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  • Account Services Specialist

    Location: Fairfield Office
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    We are looking for an experienced onboarding specialist to join our Account Services team. The Account Services Specialist at Foundation Source plays a pivotal role in overseeing the complete project management required for onboarding new clients. This entails reviewing and validating information collected by the Sales team during prospecting, ensuring the accuracy of client contract documentation, and meticulously recording all pertinent data into the company's systems while coordinating the gathering and retention of essential documents. Continuous internal communication with various teams, including Sales, Client Services, Financial Operations, and Tax and Legal departments, ensures alignment and synchronization throughout the process. Moreover, the specialist engages directly with clients and their financial advisors to obtain necessary information for Foundation Source's contractual obligations. A crucial aspect of the role involves actively identifying opportunities for process improvement, contributing ideas to streamline procedures and enhance scalability and efficiency. Overall, the Account Services Specialist serves as a vital link in facilitating smooth client onboarding and maintaining high standards of service delivery.


    Key Responsibilities:

    • Coordinate with Sales, Client Services, Finance, and Tax & Legal teams to facilitate foundation creation, onboard new clients, and maintain existing client relationships. 
    • Assess completed applications and service agreements, ensuring accuracy, and identifying areas needing attention or clarification.
    • Prepare startup packages for new clients, process returned documents, and share pertinent information within the organization.
    • Liaise with clients and financial institutions to obtain necessary documentation and account connectivity.
    • Perform general administrative duties including data entry, document scanning and uploading.
    • Support team initiatives by actively participating in brainstorming sessions, offering insights, and contributing to the development and execution of team projects.

    Desired Knowledge, Skills & Abilities:

    • Experience with onboarding and implementing new onboarding systems for multiple product lines, across multiple business divisions.
    • Exceptional client-service orientation with strong interpersonal skills.
    • Self-motivated, team-oriented, responsible, and committed to exceeding client expectations.
    • Proficiency in identifying opportunities for automation and scalability enhancements.
    • Familiarity with evaluating and restructuring responsibilities post-mergers and acquisitions.
    • Demonstrated ability to communicate effectively, both verbally and in writing
    • Ability to thrive in a collaborative, high-volume environment.
    • Meticulous attention to detail with excellent organizational and prioritization abilities.

    Requirements

    • Bachelor’s Degree preferred
    • 5+ years of experience with client onboarding experience or in a financial services setting, operations team or client services 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.   


    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