Foundation Source

Client Accounting Associate

Foundation Source

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $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

Applicant Tracking System 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