Lead Our Tax & Treasury Function – Director Role
The Director Treasury and Tax is a new role within the Foundation, responsible for the treasury, tax, and financial compliance activities. The role serves as a key liaison with external accountants, banks, tax authorities and governmental agencies.
Date Posted
April 28, 2026
Type
Full-Time
Director, Treasury and Tax
This new senior position within the finance team will help the Foundation strengthen its treasury and tax activities while providing strategic financial guidance for future growth. The role is an individual contributor role, with potential to develop a small team in support of the Foundation’s future growth and sunsetting activities. The Director will provide hands-on support and backup coverage for others on the finance team.
Qualifications Background and Experience Required
- 15+ years of progressive experience in finance, with substantial involvement in tax compliance, regulatory reporting, and treasury management.
- Bachelor’s degree in accounting, finance, or a related field.
- Knowledge of private foundation tax rules, including Form 990-PF, excise taxes, self-dealing rules, minimum distribution requirements, and excess business holdings.
Preferred
- CPA or CFA designation.
- Experience with international grantmaking and related tax and compliance considerations, such as equivalency determination and expenditure responsibility.
- Prior experience at private foundation, family office, endowment, or similar organization managing cash and liquidity.
- Strong analytical, planning, and project management skills, with the ability to prioritize, meet deadlines, while keeping stakeholders informed.
- Proven ability to manage external advisors, including investment advisors, global tax advisors, and external accountants.