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.
An ideal candidate would have spent time providing high-level administrative support at a family foundation, financial services firm, or similar experience.Read Full Description
Foundation Source is looking for an experienced Agile Product Owner who is passionate about collaboration and working alongside stakeholders and Scrum teams to produce highly-effective and innovative solutions for our clients and business. The Product Owner is responsible for driving the strategic agenda for existing and new products in collaboration with stakeholders, development, quality assurance, and other departments. The Product Owner performs analyses; produces project descriptions, user stories, and acceptance criteria; prioritizes product backlog items and works as the stakeholders’ proxy within the Scrum team to ensure delivery of high-quality solutions that meet or exceed expectations.Read Full Description
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.Read Full Description
We are seeking a dynamic and self-motivated individual to join our inside sales team. The ideal candidate will be a strong team player, with professional and confident phone skills. The Business Development Advisor will be responsible for initiating and maintaining sales contacts with prospects generated through multiple marketing channels, through the development of relationships with channel partners, nurturing of marketing generated leads, and targeted prospecting.Read Full Description