Offer summary

Qualifications:

Bachelor's degree in Accounting or Finance is required., CPA certification is preferred., Strong knowledge of tax laws and regulations is essential., Proficiency in accounting software and Microsoft Excel is necessary..

Key responsibilities:

Prepare and file federal and state tax returns for clients.

Conduct tax research and provide guidance on tax-related issues.

Assist clients with tax planning and compliance strategies.

Maintain accurate records and documentation for audits and reviews.

As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey. For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients. Our purpose-driven team is dedicated to helping philanthropists maximize their impact with the latest tools and technology. To see in-person, hybrid and remote career opportunities, visit https://foundationsource.com/about-us/careers/.

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