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Foundation Source · 1 day ago

Head of Tax & Accounting

United States

Full-time

Onsite

Director/Executive

$200K/yr - $230K/yr

10+ years exp

Foundation Source is seeking a Head of Tax and Accounting to be a key leader in their Operations Division. This role involves managing and refining processes related to tax, accounting, audit, and financial reporting, while ensuring accurate and timely service delivery to clients.

Financial ServicesNon ProfitProfessional Services

Work & Life Balance

Responsibilities

Management over Tax Team Deliverables (25%)

Tax Season

Tax return preparation and review resource allocation

End-to-end process refinement

Inter-department collaboration on tax season readiness

K-1 Reconciliation and Analysis

Alternative asset Reconciliation and Analysis

Estimated Taxes

IRS Notices

Management of responsibilities and deliverables of Tax Team:

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

Calculate and review quarterly estimates

Draft responses to client tax 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

Management of Client Finance and Accounting Deliverables (35%)

Development of processes and system improvements for accounting teams

Organizational strategy and development, and process improvement

Efficiency improvement across divisions and enhance customer experience

Ensure the department’s service deliverables and responsibilities are met:

Preparation of custom financial statements, budget and ad-hoc reports for our clients

Trial Balance and workpaper preparation in connection with audit support engagements

Support the month/year end close process through the research/resolution of open issues

Record book to tax adjustments as they relate certain tax matters across various asset types

Client payroll reconciliation and review

Client Communication, Training, and Resolution (15%)

Subject matter expert and liaison to our clients and other departments regarding tax and accounting matters

People Leadership (15%)

Recruitment and hiring for tax and accounting teams

Setting training and onboarding standards for accountants

HR system (Paylocity) administration

Performance review (Paylocity) administration

Qualification

CPATax experienceAccounting experienceAudit experienceTechnical skillsAnalytical skillsProcess improvementFinance softwareLeadership skillsClient liaisonTrainingOnboardingCommunication skillsProblem-solving skillsProject managementTeam management

Required

CPA Required

10+ years of experience

Excellent leadership skills

Excellent technical and analytical skills

Strong ability to learn quickly and take initiative

Strong ability to manage and prioritize multiple projects while ensuring internal SLAs and deadlines are met

Strong ability to identify problems and recommend solutions in a demanding and fast-paced environment

Strong knowledge of software applications and mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat, finance software, and Salesforce; experience with GoSystem Tax preferred