We are seeking a Head of Tax and Accounting to be a key leader in our Operations Division. The position requires an ability to manage, analyze, and refine key processes, within Foundation Source’s tax, accounting, audit and financial reporting processes.

An ideal candidate for this role is someone with deep tax, accounting, audit, and CFO experience, and with stellar management and administrative experience. The person should possess strong leadership skills, be able to work in a fast-paced environment, and be capable of professional and clear communication (both written and oral) with clients and colleagues throughout the company.

Responsibilities include leading all tax and accounting deliverables, while ensuring that our services are provided to our clients with accuracy and timeliness. Overseeing the tax team’s responsibilities and managing the accounting teams responsible for K-1 and alternative asset reconciliation and preparation of custom financial reports to meet clients’ audit, budgetary, and periodic needs. The position will require interfacing directly with clients, their advisors, outside accounting and audit firms, as well as continual collaboration with colleagues throughout the company.

Key Responsibilities:

Management over Tax Team Deliverables (25%)

• Tax Season

Tax return preparation and review resource allocation

End-to-end process refinement

Inter-department collaboration on tax season readiness

• K-1 Reconciliation and Analysis
• Alternative asset Reconciliation and Analysis
• Estimated Taxes
• IRS Notices
• Management of responsibilities and deliverables of Tax Team:

Prepare private foundation tax returns (IRS Forms 990PF and 990T, and all accompanying forms) and extensions

Calculate and review quarterly estimates

Draft responses to client tax 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

Management of Client Finance and Accounting Deliverables (35%)

• Development of processes and system improvements for accounting teams
• Organizational strategy and development, and process improvement
• Efficiency improvement across divisions and enhance customer experience
• Ensure the department’s service deliverables and responsibilities are met:

Preparation of custom financial statements, budget and ad-hoc reports for our clients

Trial Balance and workpaper preparation in connection with audit support engagements

Support the month/year end close process through the research/resolution of open issues

Record book to tax adjustments as they relate certain tax matters across various asset types

Client payroll reconciliation and review

Client Communication, Training, and Resolution (15%)

• Subject matter expert and liaison to our clients and other departments regarding tax and accounting matters.

People Leadership (15%)

• Recruitment and hiring for tax and accounting teams
• Setting training and onboarding standards for accountants
• HR system (Paylocity) administration
• Performance review (Paylocity) administration

• CPA Required
• 10+ years of experience
• Excellent leadership skills
• Excellent technical and analytical skills
• Strong ability to learn quickly and take initiative
• Strong ability to manage and prioritize multiple projects while ensuring internal SLAs and deadlines are met
• Strong ability to identify problems and recommend solutions in a demanding and fast-paced environment
• Strong knowledge of software applications and mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat, finance software, and Salesforce; experience with GoSystem Tax preferred
• Master’s Degree preferred

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.