As a Philanthropic Director, you will be a subject matter expert and thought leader in philanthropic governance and operations, providing advisory support to enhance and improve our 2000+ clients’ giving experiences.  You are relied upon for your extensive experience and expertise in private foundations and stature in the philanthropic sector to positively contribute to Foundation Source’s reputation among our centers of influence. 

The ideal candidate is a highly effective, motivating and persuasive communicator who can deliver time sensitive, detailed work quickly, correctly and efficiently.  

Key Responsibilities 

Team Operations  (35%) 

• Project manager, key point of contact and coordinator of information, including internal and external team activity and content, to advance the work of our teams to meet goals and deadlines. This may include but not limited to: 
• content development, tracking, and distribution  
• building presentations  
• Revenue and collateral tracking, and activity mapping 
• Provide up-to-date nonprofit sector information and news  
• Align team guidance with other internal teams (Legal Services, Accounting, etc.) 

Client and Internal Interaction and Collaboration (35%) 

• Serve as SME on operational philanthropic matters with client services team.  
• Help guide clients on mission and programmatic direction, succession planning, next generation involvement, board meeting facilitation, governance, and strategic grantmaking via email, phone, videoconference and in-person meetings. 
• Partner with senior PAS team members on client discovery calls and in creating client foundation strategies (e.g., program development, board transition, grantmaking practices, engaging next generation, communications) 
• Communicate with clients and collaborate with internal teams to build and customize grantmaking tools and develop foundation website content   

Business Development and Outreach (30%) 

• Participate in market development activities, including giving speeches, attending conferences, hosting events, and developing resources to increase the company’s visibility 
• Develop and design content (webinars, case studies/client success stories, etc.) to support philanthropic interests of our clients and prospects 
• Serve as a resource for Sales, Strategic Partnerships, and Marketing teams by providing philanthropic expertise, including participating in both prospect and client calls 

Requirements

The PD must have strong skills in philanthropic strategy and be comfortable as a highly visible advisor working with HNW, wealth advisors, attorneys, and foundation leadership.   Sales experience is not a requirement; however, the PD will be expected to intelligently articulate Foundation Source’s range of services and value proposition. 

• Grantmaking experience at a private foundation required  
• 7-10 years of experience in philanthropic/nonprofit/international development/social sectors with at least 7 of those in the philanthropic sector  
• Strong skills in philanthropic strategy, program design, foundation administration, compliance, and grantmaking. 
• Experience advising or consulting HNW clientele, attorneys and foundation leadership teams. 
• Exceptionally adept at conveying ideas clearly, effectively, and persuasively through verbal and written channels, including creating and delivering compelling presentations. 
• Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook), Salesforce, Slack, Zoom, and Teams 
• Ability to travel without restriction for up to 10%  
• Knowledge of corporate philanthropy preferred.  
• Advanced degree in a related field preferred 
• Web content development 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. 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. The position also requires the ability to travel without restrictions for work, including some nights, weekends, and on-call hours.   

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.

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, your primary focus will include the intake, research, and resolution of all incoming IRS correspondence regarding our clients’ tax filings and related payments, credits and refunds, as well as assisting on a team for tax return preparation of level 1 and 2 returns. 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 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 (80%) 

• 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 
• 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  
• Manage workflow through project management software 
• Work with other 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 

Tax Return Prep (20%) 

• Assist in the preparation of level 1 and 2 returns 
• Other tax related projects as needed 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. 

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.