Tax Support Associate – Lake Success, NY

We are looking for a detail oriented multi-tasker who will provide tax support to our tax accountants and assist in all areas of administration as needed across the Tax & Legal department at Foundation Source. This person should be a quick learner who works well with a team, as well as independently. The ideal candidate is highly motivated, takes initiative, and has the ability to work under pressure and meet tight deadlines in a fast paced environment.

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Private Client Advisor, Premier Group – Fairfield, CT

Senior members of the Premier Group are the relationship managers for as many as 20 private foundations and their board members, staff, financial advisors, and other trusted counselors, helping them to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

The Private Client Advisor, Premier Group (PCA), reporting to a Director or to the Deputy National Director of Client Services, provides secondary support to a defined group of such clients.

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Private Client Advisor, Regional – Fairfield, CT

Private Client Advisors (PCAs) on the regional Client Services teams are the relationship managers for 50-100 private foundations in a designated region of the United States and their board members, staff, financial advisors, and other trusted counselors. PCAs help clients to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

Newly hired Private Client Advisors provide support to a designated group of such clients as well as collaborate with more seasoned PCAs to support their clients.

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Philanthropic Director – Central Region

The Philanthropic Director (PD), Central Region, is a philanthropic expert and consultant who serves clients who reside in the central U.S., from Minnesota to Texas. The PD serves three critical business needs:

  • Cultivates and deepens the company’s relationship with its clients in order to increase client satisfaction and retention.
  • Provides business development support to the company’s in-region Managing Directors, the sales force for the company.
  • Elevates brand awareness of Foundation Source and enhance the company’s credibility as private foundation specialists
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Administrative Coordinator, Contracts & Projects Team – Lake Success, NY

Works with Chief Administrative Officer and Director of Contract Administration in the following areas: pricing, proposals and contracts, sales support, and special projects as needed.

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Client Services Associate – Fairfield, CT

The Client Services Associate (CSA) will provide administrative support to our client relationship managers (Private Client Advisors). The CSA will be responsible for both daily and recurring administrative tasks that are both internal and client-facing, as well as one-time and cyclical projects on assignment. While this position is operationally and internally focused, the CSA will regularly interact with high-net worth clients via email and phone.

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Legal Associate – Lake Success, NY

Serve as part of a team of legal experts to provide the core services every foundation needs in order to run compliantly.

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TAX ACCOUNTANT – LAKE SUCCESS, NY

We are seeking an accountant to be a key player in our Tax & Legal Affairs department.  The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction within our close-knit team, with clients, and at times with the IRS.

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