[Hiring] Tax & Finance Associate REMOTE USA

Position: Tax & Finance Associate

Date Posted: August 27, 2025

Industry: Finance / Tax / Nonprofit Services

Employment Type: Full Time

Experience: 2+ years (finance, accounting, or tax experience)

Qualification: Bachelor’s degree preferred (or equivalent accounting/finance experience demonstrating technical expertise)

Salary: $70,000 – $80,000

Location: United States (Remote — must be able to work Eastern Time Zone)

Company: Foundation Source

Description:
We are seeking a meticulous and technically strong Tax & Finance Associate to join our Tax and Accounting team. In this role you will manage complex financial transactions, produce tailored reports, and ensure accurate tax and accounting treatment for private foundations. This position suits someone who values precision, enjoys structured work, and can operate independently while contributing to a collaborative, remote team.

Financial Transaction Management (45%)
• Record and review a high volume of complex transactions across multiple asset types, applying the appropriate accounting and tax treatments.
• Use technical knowledge to determine correct treatment for unique or complicated items.
• Lead the onboarding of existing foundation clients into the Foundation Source platform, ensuring data integrity and accurate integration.

Trial Balance & Workpaper Oversight (25%)
• Prepare and review trial balances and supporting workpapers to maintain audit readiness and data accuracy.
• Manage timelines proactively and communicate any risks or blockers to stakeholders.

Data Review & Accuracy (20%)
• Validate K-1 entries and related tax data, ensuring completeness and correctness.
• Respond to supplemental data requests and fulfill reporting needs promptly.

Custom Financial Reporting (10%)
• Produce and refine customised financial statements, budget overviews, and ad-hoc reports.
• Present financial information clearly, consistently, and professionally to internal and external audiences.

Requirements:
• 2+ years of relevant experience in finance, accounting, or tax (public accounting or private foundation exposure is a plus).
• Bachelor’s degree preferred or equivalent hands-on experience showing strong technical accounting ability.
• Exceptional attention to detail and drive to deliver error-free work.
• Highly organised, task-oriented, and able to manage competing priorities under tight deadlines.
• Strong written and verbal communication skills; able to explain technical topics to non-technical stakeholders.
• Comfortable working independently in a remote setting while collaborating with a team.
• Quick learner of new systems and processes; advanced Excel skills preferred.
• Strong diagnostic and problem-solving ability to identify patterns and recommend solutions.

Job Requirements For Remote Work Environment:
• Dedicated, distraction-free home office or workspace.
• Reliable high-speed internet to support video conferencing and file sharing.
• Availability to work Eastern Standard Time hours.

Physical Demands:
Standard remote-office physical requirements apply: frequent computer use, ability to communicate by phone/video, occasional lifting up to 15 pounds, and normal vision requirements. Reasonable accommodations may be made as needed.

Equal Opportunity Employer:
Foundation Source is committed to equal opportunity and will consider qualified applicants without regard to legally protected characteristics.

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