Are you analytical, detail-obsessed, and motivated by solving complex financial problems with precision? Do you thrive in environments that demand accuracy, independence, and strategic thinking? If so, you could be an excellent fit for our Tax & Finance Associate role.

As a key contributor on our Tax and Accounting Team, you will play a critical role in managing intricate financial transactions, delivering custom reporting, and ensuring tax and accounting compliance for private foundations. This is an ideal position for someone who values clarity, consistency, and expert-level technical work, and who takes pride in getting it right the first time.

Financial Transaction Management (45%)

• Record and review a high volume of complex financial transactions across various asset types.
• Apply deep technical knowledge to determine correct accounting and tax treatment.
• Lead the financial onboarding of existing foundations, ensuring data integrity and accuracy during integration with the Foundation Source platform.

Trial Balance & Workpaper Oversight (25%)

• Create and review trial balances and supporting workpapers to ensure audit-readiness, compliance, and data accuracy.
• Manage your own timelines and proactively communicate progress and potential risks or blockers.

Data Review & Accuracy (20%)

• Validate and review K-1 entries and related tax data, ensuring meticulous accuracy and completeness.
• Anticipate and fulfill additional data requests and reporting needs efficiently.

Custom Financial Reporting (10%)

• Prepare and refine customized financial statements, budget summaries, and ad-hoc reports.
• Deliver insights and data with clarity, consistency, and professionalism.

• 2+ years of experience in finance, accounting, or tax (public accounting or private foundation experience is a plus).
• Bachelor’s degree preferred—or equivalent experience demonstrating technical accounting expertise.
• Exceptional attention to detail with a strong internal drive to produce precise, error-free work.
• Highly structured and task-oriented, with proven ability to manage multiple priorities under tight deadlines.
• Communicates clearly and concisely—verbally and in writing—especially when translating complex financial information for varied audiences.
• Operates with independence and accountability in a remote environment, while also contributing to a collaborative team culture.
• Adept at learning new tools, systems, and processes quickly and applying them effectively.
• Proficiency with modern financial and web-based accounting systems; advanced Excel skills strongly preferred.
• Strong diagnostic skills—able to spot patterns, identify problems, and recommend clear, actionable solutions.

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.
• Time Zone: Must be able to work in Eastern Standard Time Zone

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.