The Vice President of Sales is a pivotal role in driving our sales strategy, achieving revenue targets, and fostering a high-performance sales culture. Reporting to the Chief Revenue Officer, the VP is responsible for leading, managing, and mentoring our sales team while collaborating closely with other departments to ensure the overall success of the organization.

Manage and Develop Sales Teams (60%) 

• Develop and communicate sales targets, quotas, and performance metrics to the sales team. Continuously monitor progress and adjust as needed to achieve revenue goals. 
• Lead, inspire, and manage a team of sales professionals, providing guidance and support to enhance their performance. Implement and optimize sales processes to maximize efficiency and effectiveness. 
• Foster a culture of continuous learning and development within the sales team. Provide coaching, training, and mentorship to help team members reach their full potential. Motivate and incentivize the team to achieve and exceed targets. 

Lead Budget and Forecasting (10%)  

• Develop and manage the sales department budget, allocating resources effectively to meet sales objectives while ensuring fiscal responsibility. 
• Generate accurate sales forecasts and regular reports that provide insights into sales performance, trends, and opportunities for improvement. 

Research and Analyze Market and Competitors (10%) 

• Stay informed about market trends, customer preferences, and competitor activities. Use this knowledge to adapt our sales strategies and product offerings accordingly. 

Collaborate with Marketing Department (10%) 

• Work closely with the marketing department to develop effective sales materials, promotional strategies, and campaigns that align with sales objectives. 

Build Customer Relationships (10%) 

• Cultivate and maintain strong relationships with key customers, understanding their needs and ensuring a high level of customer satisfaction. 

Requirements

• Proven experience and success in inspiring, motivating and developing high-performance sales teams to achieve and exceed targets. 
• Demonstrated ability to set and communicate sales targets, quotas, and performance metrics. 
• Track record of continuously monitoring progress, making adjustments, and achieving revenue goals. 
• Experience implementing and optimizing sales processes for maximum efficiency. 
• Experience in developing and managing department budgets, allocating resources effectively to meet sales objectives. 
• Proficiency in generating accurate sales forecasts and reports, providing valuable insights into sales performance, trends, and opportunities for improvement. 
• Understanding of market trends and adaptability to follow and capitalize on those trends. 
• Commitment to fiscal responsibility while pursuing sales objectives. 
• Strong analytical skills to make data-driven decisions. 
• Proven success in cultivating and maintaining strong relationships with key customers. 
• Ability to understand customer needs and ensure a high level of customer satisfaction. 
• Proven track record of successful sales leadership and achieving revenue targets. 
• Experience in a senior sales management role. 
• Experience in financial services and wealth management is a plus. 
• Bachelor's degree in Business, Sales, or a related field (MBA preferred). 

Work Environment: 

• Office environment 
• Required to work nights, weekends or to be on-call regularly 
• Requires travel 

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.

As Tax Services Associate with our Tax & Legal Affairs team, you will provide tax support to our growing client base of over 2,000 private foundations. 

In this role, you will primarily focus on the intake, research, and resolution of all incoming IRS correspondence regarding our clients’ tax filings and related payments, credits and refunds. Additionally, you will work with members of the Tax & Legal Affairs team to resolve matters from various state tax authorities and assist with ad hoc projects.

We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team, and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical.

Key Responsibilities

• Intake, research, and resolution of correspondence from the IRS and state tax authorities, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments
• Manage workflow through project management software
• Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS/state records
• Coordinate the processing of physical mail from the IRS and State agencies 
• Work directly with IRS agents and internal stakeholders, such as Tax Accountants (Tax & Legal Affairs) and Private Client Advisors (Client Services) to resolve client tax matters
• Coordinate and communicate on occasion with clients and financial advisors

Requirements

• Strong analytical and problem-solving skills
• Stellar organizational skills
• Strong and clear communication, both in written and verbal formats
• Must be detail oriented, self-motivated, and able to prioritize
• Ability to learn quickly, take initiative and see projects through completion 
• Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision 
• Experience working with IRS on resolution of correspondence and other tax matters
• Bachelor's degree preferred
• 2+ years experience in an administrative or accounting related role

Physical Demands

• Constantly operates a computer and other office machinery
• Must be able to communicate information and ideas so others can understand
• The ability to observe details at close range (within a few feet) 

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 accommodation may be made to enable individuals with disabilities to perform the functions. 

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. 

Summary

Private Client Advisors serve as the primary relationship managers for roughly 60 private foundations and their board members, staff, financial advisors, and other trusted counselors in engaging Foundation Source’s full suite of resources to deliver superior, ongoing private foundation support and services.

Key Responsibilities

Client Relations (40%)

• Manage a portfolio of private foundation client relationships by responding to client emails and phone calls with speed and accuracy and proactively reaching out to clients with relevant industry or company information.
• Meet or exceed department performance indicators relating to client retention (i.e., 97% retention within the team); seek opportunities to build client (and employee) loyalty to the company
• Responsible for maximizing potential for referrals through client and advisor relationship management
• Provide support to sales staff as needed (e.g., participation in prospect calls and meetings)

Client Coordination (30%)

• Oversee administrative operations for foundation clients to ensure compliance with tax and state filings, mandated distribution requirements and grant and expense processing by coordinating Foundation Source’s various departments and resources.

Onboarding and Development (20%)

• Implement new Foundation Source clients by customizing and introducing the FSOL platform and then serving as an ongoing resource for private foundation regulations and recognizing opportunities for incorporating additional services (i.e. Applications/Outcomes/PD Engagements).

Continuous Improvement (10%)

• Maintain confident knowledge of FS systems and processes, compliance, and general philanthropy issues by attending various trainings and info sessions and be able to effectively articulate this information to clients as needed and appropriate.
• Seek ways to improve our product and services, while simultaneously identifying ways to maximize efficiencies without compromising service quality
• Provide feedback to IT regarding common problems and/or opportunities for product improvement and enhancement
• Participate in QA testing for new software releases and enhancements, as needed

Requirements

• 1-2 years’ experience in delivering relationship management, administrative support and exceptional customer service at a private foundation, financial services firm, or family office or will demonstrate similar relevant experience
• Clear and effective communication skills, written and verbal
• Strong client-service orientation and interpersonal skills
• Basic computer knowledge including Microsoft Office and ability to learn and utilize new technology
• Heightened, yet balanced, attention to accuracy
• Strong analytical skills to review and understand client issues and determine efficient resolutions
• Solutions-oriented and ability to present one’s self as a reliable knowledgeable authority
• Ability to display grace under pressure and positivity in a high-volume environment
• An action-oriented approach to work
• Highest level of integrity, including respect for and adherence to client and corporate confidentiality
• Demonstrated track record of successful employment in a professional office environment
• Bachelor's Degree or equivalent job experience required

Physical Demands

• Constantly operates a computer and other office machinery
• Must be able to communicate information and ideas so others can understand
• The ability to observe details at close range (within a few feet)

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 accommodation may be made to enable individuals with disabilities to perform the functions.

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.

We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes.

Prepare and file foundation tax returns (70%) 

• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms) and extensions (8868) 

Research, Analysis and Reporting (30%) 

• Calculate and review quarterly estimates  
• Responsible for drafting responses to client 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 

Requirements

• Bachelor's degree in accounting, business administration, economics, or finance with a minimum of 2 years of tax return preparation and tax accounting experience preferred
• GL experience a plus 
• The ideal candidate will be highly motivated, detail oriented, and a self-starter 
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines 
• Strong technical skills (tax, accounting) 
• Must work well in a team environment as well as independently 
• Confidence to identify problems and recommend solutions in a fast-paced environment 
• Excellent written and oral communication skills 
• Knowledge of K-1s 
• Knowledge of Foreign Filings 
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred 

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.   Ability to maintain a home office that is conducive to work and free of distractions during business hours is required.

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.