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.

The Senior Associate plays a vital role in our Tax and Accounting Team, a division of the Tax and Legal department. This position is ideal for someone who thrives in a structured environment, delivering high-quality, precise work based on established standards and procedures. The role involves preparing custom financial reports for audits, budgets, and periodic client needs; managing complex financial transactions to ensure accurate accounting and tax treatment; supporting the onboarding of existing foundations onto the Foundation Source platform; and reviewing K-1 reporting for accuracy.

Success in this role requires patience, meticulous attention to detail, and a commitment to consistent, error-free work in a fully or mostly remote setting. The Senior Associate reports directly to the Senior Director, Tax and Accounting.

Key Responsibilities:

Trial Balance and Workpaper Review (35%)

• Thoroughly review trial balances and workpapers as part of audit support engagements, ensuring all data is accurate, compliant, and well-documented.

Financial Transaction Management (20%)

• Record and meticulously review complex financial transactions across various asset types, applying technical expertise to determine proper accounting and tax treatment.

K-1 Data Entry and Review (20%)

• Accurately review and validate K-1 data entries, ensuring all information is correct and complete; proactively address additional data requests as needed.

Foundation Onboarding Support (15%)

• Assist with the onboarding of existing foundations, focusing on a smooth transition by ensuring all financial data is accurately integrated into the Foundation Source platform.

Custom Financial Reporting (10%)

• Regularly create, prepare, and review custom financial statements, budget reports, and ad-hoc financial reports for clients, maintaining a high standard of accuracy and clarity.

Requirements

Technical Expertise in Accounting

• Demonstrates strong technical accounting skills, including proficiency in debits, credits, transactions, and financial reporting, with tax accounting experience being a plus.

Effective Communication

• Possesses exceptional communication skills, able to convey complex financial information clearly and concisely to both internal teams and external stakeholders, adapting the communication style to the audience.

Project Management and Prioritization

• Skilled at managing and prioritizing multiple projects simultaneously, consistently meeting internal Service Level Agreements (SLAs) and deadlines without compromising quality.

Collaboration and Independence

• Excels in both collaborative team settings and while working independently, leveraging strong interpersonal skills to contribute effectively in a remote work environment.

Problem Solving and Proactivity

• Highly detail-oriented, driven to identify issues, and adept at recommending effective solutions, especially in a fast-paced environment.

Continuous Learning and Adaptability

• Demonstrates a strong capacity for quickly acquiring new skills and proactively taking steps to improve processes and outcomes.

Educational and Professional Credentials

• Bachelor’s Degree in Accounting or Finance is preferred, with a CPA or active progress towards CPA certification highly desirable. A minimum of 3+ years of experience in Accounting or Finance is required, along with mastery of computer and web-based financial software.

Physical Demands:

• 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.
• 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.
• Ability to maintain a home office that is conducive to work, free of distractions, and has reliable internet connection during business hours is required.

We are seeking a Director of Project Management with a proven track record in Project Management Office (PMO) leadership, ERP implementation, and consulting. The ideal candidate will hold PMP certification from the Project Management Institute (PMI) and possess strong project governance expertise. Beyond technical capabilities, this role requires an individual who exhibits a collaborative, results-driven, and detail-oriented approach, combined with proactive problem-solving and a natural ability to influence and lead teams. 

As a key leader in the organization, the Director of Project Management must balance strategic thinking with tactical execution, ensuring that all projects align with organizational goals and deliver measurable outcomes. A natural ability to inspire trust, adapt to challenges, and drive accountability across diverse teams will be critical for success in this high-impact role. 

Key Responsibilities  

PMO Leadership and Governance: 

• Establish and lead the PMO, creating standardized processes, tools, and frameworks to ensure project success. 
• Develop and implement project governance, risk management, and reporting structures for ERP implementation and other organizational initiatives.  
• Play lead role in future acquisition integration strategic planning. 
• Monitor project performance metrics and provide actionable insights to stakeholders. 

ERP Implementation Oversight: 

• Lead and coordinate all phases of ERP implementation, including requirements gathering, system configuration, testing, training, and deployment. 
• Collaborate with cross-functional teams to ensure ERP solutions meet business needs and align with long-term strategy. 
• Identify and address project risks, dependencies, and roadblocks in ERP deployment. 

Strategic Project Management: 

• Align project priorities with business objectives, ensuring initiatives deliver measurable value. 
• Drive continuous improvement by identifying inefficiencies and recommending process enhancements. 
• Provide leadership and guidance to project managers, ensuring consistent methodology and practices. 

Stakeholder Engagement: 

• Serve as the primary liaison between leadership, project teams, and external vendors/consultants. 
• Facilitate communication and collaboration across departments to achieve project milestones. 
• Prepare and deliver executive-level reports, presentations, and status updates to executives and PE Sponsor  

Requirements

• PMP certification from the Project Management Institute (PMI) is required. 
• Project management experience, with at least 5 years in PMO leadership roles. 
• Proven expertise in ERP implementation (e.g., SAP, Oracle, Microsoft Dynamics) across multiple industries. 
• Background in consulting or working in client-facing project delivery roles is highly desirable. 
• Exceptional leadership, communication, and interpersonal skills. 
• Strong analytical and problem-solving capabilities with a detail-oriented approach. 
• Proficiency in project management tools (e.g., MS Project, Smartsheet) and ERP software. 
• Bachelor’s degree in Business Administration, Information Systems, or related field. Master’s degree is a plus. 
• Residence within commuting distance of a major US airport 
• Authorization to work in the United States now and in the future 

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.

As a Corporate Accountant reporting to the Controller, you will be a key team member in our corporate finance department, playing a crucial role in maintaining financial records, assisting in financial analysis, and ensuring compliance. Your attention to detail and financial acumen will contribute to the overall financial stability and success of our organization.

Key Responsibilities

• Maintain accurate financial records, including journal entries and general ledger entries.
• Assist in the month-end and year-end closing processes.
• Own the accounts payable process by processing and recording accounts payable transactions, verifying invoices and following up with vendors.
• Manage accounts receivable, including collection, and reconciliation.
• Work to resolve discrepancies and issues with vendors and clients.
• Assist external tax manager in the preparation of tax returns by responding to requests timely.
• Play a key role in external audits by providing documentation and explanations as required.
• Assist in identifying and implementing audit recommendations and improvements.
• Reconcile various accounts, including bank accounts, on a regular basis.
• Investigate and resolve discrepancies to maintain the integrity of financial data.
• Provide general accounting support to the Controller and finance team as needed.
• Participate in special projects and initiatives to enhance financial processes and controls.

Requirements

• Proven experience in accounting or financial roles.
• Strong knowledge of accounting principles and financial regulations.
• Proficiency in financial software and MS Excel.
• Attention to detail and strong analytical skills.
• Effective communication and interpersonal abilities.
• Bachelor’s degree in Accounting, Finance, or a related field.

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 EmployerWe 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.