Are you someone who thrives in a dynamic, detail-driven role where no two days look exactly the same? In this position, you’ll play a key part in supporting our clients by managing incoming communications from federal and state agencies, resolving tax-related inquiries, and contributing to important filing and reporting processes.

Your work will involve researching and responding to correspondence, helping collect and process data for K-1 reporting, and supporting the preparation of federal and state tax filings. You’ll collaborate across teams, stay organized in a fast-paced environment, and build deep knowledge in the areas of tax and compliance.

We’re looking for someone who is curious, flexible, and eager to learn — someone who enjoys problem-solving, values precision, and can adapt to shifting priorities while staying focused on delivering excellent service. If you’re motivated by doing meaningful, impactful work and want to grow your skills alongside a collaborative team, this could be a great fit.

Key Responsibilities:

Payroll Reconciliation & Client Collaboration (40%)

• Import and classify payroll-related transactions for clients using Foundation Source payroll services
• For clients with external payroll providers, manually classify, calculate, and reconcile gross wages, taxes, deductions, and benefits
• Partner directly with clients and payroll administrators to investigate and resolve any discrepancies between recorded transactions and payroll reports
• Support year-end payroll reporting by providing accurate data used in foundation tax return preparation

Financial Reconciliation & Valuation Support (40%)

• Review account statements from financial institutions to verify and enter asset balances with precision
• Record investment and charitable activity in the general ledger to ensure accurate financial reporting
• Reconcile asset portfolios and financial transactions against client account statements
• Support intake of statements and procurement of asset valuations
• Identify opportunities to improve workflows and processes that positively impact client experience and internal collaboration

Accounting Support & Data Accuracy (20%)

• Review foundation data in our proprietary system to confirm completeness and accuracy
• Reconcile financial data with prior-year tax filings (Form 990-PF), identify discrepancies, and make adjustments as needed
• Work with internal teams to clarify unidentified transactions and ensure they are correctly categorized
• Assist Senior Associates in reviewing complex or alternative assets (e.g., offshore corporations, closely held stocks, promissory notes)
• Prepare and update annual depreciation schedules and system entries

• A bachelor’s degree is a plus — especially in accounting, finance, or a related field
• You pick things up quickly and enjoy applying new information with confidence
• You’re a natural problem-solver who knows how to dig in, find answers, and take initiative
• You thrive in a fast-moving environment, can juggle multiple tasks, and adapt easily when priorities shift
• You communicate clearly and professionally — whether it’s over email, in meetings, or in writing
• You’re highly organized, detail-focused, and take pride in getting the small things right
• You enjoy working as part of a collaborative team — and you're just as comfortable running with tasks independently
• Experience in fast-paced, mid-sized companies is a strong plus
• You’re tech-savvy, curious, and quick to get up to speed on new platforms and tools
• Comfortable with Microsoft Outlook, Excel, and Word — and open to learning even more

Job Requirements for a 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.