Tax & Accounting Associate

Join our mission-driven Tax and Accounting team and make a meaningful impact by supporting over 2,400 private foundations across the country. We’re seeking a dependable and detail-oriented Tax & Accounting Associate who thrives in a structured, process-driven environment. This is an excellent opportunity for individuals who enjoy working with precision, value consistency, and take pride in delivering accurate, high-quality work.

In this role, you’ll support both payroll reporting and complex accounting functions, including year-end transitions and alternative asset tracking. Your responsibilities will be clearly defined, and you’ll collaborate with a knowledgeable team of professionals who value rigor and accountability. 

Key Responsibilities  

Payroll Reconciliation (60%) 

• Import and classify payroll transactions for clients using Foundation Source or external vendors. 
• Analyze and reconcile payroll data including gross wages, taxes, deductions, and benefits. 
• Collaborate with clients and payroll providers to resolve discrepancies. 
• Assist in preparing year-end payroll reports that support foundation tax filings. 

Complex Accounting (40%) 

Transition Year Support (30%) 

• Upload opening balances and manually enter historical data for new clients. 
• Reconcile financial data to IRS Form 990-PF and resolve inconsistencies. 
• Participate in onboarding calls to gather detailed financial background. 
• Work with cross-functional teams to ensure a smooth transition and accurate records. 

Alternative Asset & Depreciation Support (10%) 

• Support senior staff in reviewing alternative assets such as offshore corporations and private holdings. 
• Prepare annual depreciation schedules and update our proprietary system accordingly. 

• A Bachelor’s degree in Accounting, Finance, Economics, or Business (preferred). 
• 2+ years of relevant experience, especially in payroll or financial reconciliation. 
• A high level of attention to detail and a commitment to accuracy. 
• Comfort working independently in a remote or hybrid environment. 
• An ability to follow and improve upon established processes and systems. 
• Strong communication skills and a desire to work collaboratively. 

Job Requirements for Remote Work Environment: 

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 

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.