Business Development Advisor
We are seeking an experienced, dynamic, and highly motivated individual to join our inside sales team. The role requires a person with professional and confident phone skills who is both a self starter and a strong team player. The Business Development Advisor will be responsible for initiating and maintaining sales contacts with prospects generated through multiple marketing channels, the development of relationships with channel partners, nurturing marketing generated leads, and focused targeted prospecting. Business Development Advisors work in conjunction with field sales partners in the pursuit of new business. The ideal candidate is a sales professional with a true, “hunter”, mentality, who is savvy and adept at building relationships with key contacts at centers of influence. Experience in financial services is a plus, though not required.
Associate Private Client Advisor, Advanced Services – Fairfield, CT
Private Client Advisors (PCAs) are the main point of contact for 50-80 private foundations and their board members, staff, financial advisors, and other trusted counselors. The Associate Private Client Advisor (APCA) provides support to both a team of PCAs and an initial group of private foundation clients, assisting in guiding clients through all aspects of Foundation Source services. The APCA is responsible for assisting with the retention of the company’s clients by responding to client questions and requests and for engaging the full resources of the company in delivering ongoing support and services.
Mid-Level Tax Accountant – Lake Success, NY
In this position, you will prepare IRS Forms 990-PF and 990-T, annual returns for private foundations, calculate extensions and quarterly estimated tax payments, research and respond to correspondence and notices received from tax authorities, and assist with strategic tax planning for our private foundation clients. In addition, you will prepare the necessary state tax filings where applicable.