The Vice-President of Donor-Advised Fund (DAF) Execution is a key driver of innovation and strategic growth, leading high-impact improvement initiatives and coordinating cross-functional operations at an executive level. This role is integral in ensuring the Charityvest DAF program not only excels in day-to-day operations but also scales effectively in alignment with its mission. The position demands a forward-thinking strategist with a strong analytical mindset, a keen ability to solve complex problems, and a passion for driving change and efficiency within a dynamic environment. Strong systems-thinking and adaptability will be essential for success. 

Key Responsibilities: 

Own initiatives & convene forums essential to the operation and growth of the DAF program (35%) 

• Manage program policies, guidelines, agreements, and terms alongside Charityvest Inc. outside counsel. 
• Maintain records for the Charityvest, Inc. board of directors. 
• Own and facilitate high-energy, purposeful meetings for the DAF-aligned team, including stand-ups, all-hands, offsites, and cross-functional events, driving engagement, collaboration, and alignment toward key goals. 
• Champion operational improvement initiatives to streamline and enhance coordination across functions, focusing on scalability and optimization within the DAF business. 
• Own and administrate business operations matters for Charityvest Inc. (as needed) 

Provide oversight & coordination on regular operations for the DAF program (35%) 

• Establish quality standards in partnership with the Foundation Source operations group 
• Provide oversight of critical daily/weekly/monthly financial ops tasks to ensure timely completion and quality (e.g., money movements, fraud prevention tasks, donor support/success, etc.) 
• Manage ops triage escalations with the product and engineering teams 
• Ensure completion of mandatory charitable compliance tasks 
• Project manage regular accounting & finance tasks  

Deliver decision-input & backup support activity to other DAF program functions (20%)  

• Facilitate synthesized input to product management roadmaps & priorities  
• Offer input on business priorities and growth goals  
• Provide backup support on advisor implementation & success  
• Serve as backup DAF sales engineer in advisor partnership conversations 

Own & deliver ad hoc discrete projects to support continued program growth (10%) 

• Carry out analysis projects to support specific strategic growth conversations. 
• Direct discrete product marketing & marketing operations initiatives to promote our product(s) and improve growth efficiency. 
• Conduct very occasional individual PR engagements re: DAFs, philanthropy, and fintech (e.g., articles in publications, podcasts, or public talks). 

Requirements

 Desired Knowledge, Skills & Abilities: 

• Wealth Management Experience: 5+ years in leadership roles within wealth management operations, with expertise in financial transactions, fund management, and optimizing workflows using proprietary tools. 
• Systems Thinking & Problem Solving: Ability to analyze complex systems, design long-term solutions, and balance operational efficiency with product-led strategies. 
• Product-Led Operations Mindset: Insight into how product-driven solutions can resolve operational challenges, with strong judgment on when product alignment is or isn’t effective. 
• Leadership & Team Development: Proven ability to lead, mentor, and develop teams, fostering a collaborative, customer-centric culture while driving operational improvements. 
• Strategic Vision & Execution: Capacity to see both the big picture and the details, ensuring initiatives align with broader goals while maintaining high-quality standards. 
• Seamless Coordination & Communication: Strong instinct for driving action and fostering alignment across stakeholders, with excellent communication skills to motivate and clarify goals. 
• Charisma & Emotional Intelligence: Ability to inspire, empathize, and understand the motivations of others, helping build strong relationships internally and externally. 
• Curiosity & Generosity Mindset: Natural curiosity about our financial product, coupled with a genuine desire to help donors advance their giving journeys. 

Compensation: The base salary range for this position is $175K- 190K annually, depending on the candidate's experience, qualifications, and skills. The final offer will be determined based on these factors. 

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. 

The Financial Associate, Statements is responsible for collecting, logging, and maintaining financial and tax documents to support various teams across the company. This role involves working closely with internal departments, clients, and financial advisors to ensure the timely receipt and accurate processing of documents received via mail, email, online portals, or automated files. The Associate will review and organize a wide variety of documents, including investment, checking, partnership, K-1s, and alternative asset accounts from over 100 banks and institutions. The ideal candidate will have a strong attention to detail, excellent communication and computer skills, and the ability to work effectively both independently and as part of a team. 

Key Responsibilities

Intake, Review, and Coordination of Statements (85%)

• Demonstrate a strong understanding of business bank statement types, their financial information, and frequencies.
• Comprehend financial data from statements, including assets, liabilities, expenses, and revenue, to support quality assurance.
• Organize and execute outreach to internal and external stakeholders to ensure the timely receipt of required documents.
• Collect, register, scan, and upload financial documents according to company procedures, using third-party software when applicable. Many documents are physically received via USPS.
• Process statements from over 100 banks and financial institutions.
• Handle a variety of statements, including investment, checking, partnership, K-1s, and alternative asset accounts.
• Review and update documents for ongoing maintenance and quality control.
• Assist in streamlining and automating processes to ensure the timely processing of various documents.
• Ensure data integrity and understand the impact of financial data across all Foundation Source systems.
• Maintain internal records related to documents, including tracking missing statements and taking action to resolve discrepancies.

Other Tasks (15%)

• Prepare ad hoc financial requests and other analyses as requested  
• Support financial operational projects as needed 

Requirements

• BA degree in business preferred
• Comfortable working with various systems – Adaptable and able to efficiently navigate and optimize different software and systems.
• Strong interpersonal and teamwork skills – Collaborative, with a focus on building positive relationships and working effectively in team settings.
• Detail-oriented, self-motivated, and able to prioritize – Highly organized, with the ability to manage multiple tasks and consistently maintain focus on key priorities.
• Ability to learn quickly and take initiative – Proactive in acquiring new skills and tackling challenges independently, with a strong drive to improve processes.
• Effective communication skills – Clear and thoughtful communicator, able to articulate information effectively with stakeholders at all levels.
• Excellent computer skills, especially Excel – Proficient with technology and systems, leveraging advanced tools like Excel to enhance data management and analysis.
• Maintain confidentiality regarding sensitive documents – Committed to protecting sensitive information and ensuring confidentiality in all aspects of the role.

Work Environment: Full-time in Fairfield, CT office (5 days/week required) 

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.