Finance Manager
Lincoln Avenue Capital
ERP
Client Accounting Associate
Foundation Source
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $85,000 per year
Job Level
JuniorMid-Level
About the role
- Manage incoming communications from federal and state agencies and resolve tax-related inquiries
- Research and respond to correspondence, collect and process data for K-1 reporting
- Support preparation of federal and state tax filings and year-end payroll reporting
- Import and classify payroll-related transactions and reconcile payroll for clients
- Review account statements, enter asset balances, record investment and charitable activity in the general ledger
- Reconcile asset portfolios and financial transactions; procure asset valuations
- Review foundation data in proprietary system and reconcile with prior-year tax filings (Form 990-PF)
- Assist Senior Associates in reviewing complex or alternative assets and prepare annual depreciation schedules
Requirements
- A bachelor’s degree is a plus — especially in accounting, finance, or a related field
- You pick things up quickly and enjoy applying new information with confidence
- You’re a natural problem-solver who knows how to dig in, find answers, and take initiative
- You thrive in a fast-moving environment, can juggle multiple tasks, and adapt easily when priorities shift
- You communicate clearly and professionally — whether it’s over email, in meetings, or in writing
- You’re highly organized, detail-focused, and take pride in getting the small things right
- You enjoy working as part of a collaborative team — and you're just as comfortable running with tasks independently
- Experience in fast-paced, mid-sized companies is a strong plus
- Comfortable with Microsoft Outlook, Excel, and Word — and open to learning even more
- Job Requirements for a 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: Must be able to talk or hear; use hands; occasionally lift up to 15 pounds; vision requirements.
Benefits
- Remote work (Fully Remote)
- Equal Opportunity Employer
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
K-1 reportingfederal tax filingsstate tax filingspayroll reportingreconciliationgeneral ledgerasset valuationsForm 990-PFdepreciation schedules
Soft skills
problem-solvingadaptabilitycommunicationorganizationdetail-orientedcollaborationinitiativetime management
