Crewe Foundation Services
Accounting and Operations Associate
Crewe Foundation Services, Salt Lake City, Utah, United States, 84193
Crewe Foundation Services is a Salt Lake City–based organization specializing in the planning, creation, and strategic administration of private foundations, donor‑advised funds, charitable trusts, and supporting organizations. Our mission is to financially sustain and empower charitable organizations and charitable efforts by enabling donors to become more efficient and impactful in their philanthropic giving. We combine rigorous governance, tax‑smart planning, and full‑service grantmaking to help donors and their families build impactful, enduring charitable legacies. Our expert team delivers transparent, efficient, and ethical philanthropic solutions designed to amplify charitable impact both locally and globally.
About the Role The Accounting and Operations Associate plays a vital role in ensuring the smooth execution of daily financial and administrative activities for Donor Advised Funds (DAFs) and other charitable gift plans. This position is responsible for the end‑to‑end process management of fund setup, donor contributions, fund transfers, grant distributions, fee assessments, and compliance with reporting standards. The ideal candidate brings precision, initiative, and a strong understanding of fund accounting principles and nonprofit financial operations.
Hours Monday – Friday, 9 am – 5 pm
Key Responsibilities
Donor Advised Fund (DAF) Setup and Management
Establish and maintain new DAF accounts, ensuring all documentation is complete and accurate.
Coordinate with donors and internal staff to verify account details and initiate onboarding processes.
Fund Transfers and Contributions
Process internal and external fund transfers, including bank and investment account transactions.
Accurately record and reconcile incoming donations, including checks, ACH, wire transfers, and publicly traded securities.
Review and process grant requests submitted via donor portal or by staff.
Prepare and issue grant letters, checks, and payment confirmations.
Maintain accurate records of grant history and ensure proper classification and tax reporting.
Fees and Expense Allocation
Calculate and apply administrative fees based on current fee schedules.
Ensure proper allocation of investment income, fees, and expenses across DAF accounts.
Reporting and Compliance
Assist in preparing reports and maintaining records required for IRS Form 990 and other regulatory filings.
Reconcile accounts monthly and ensure accurate classification of all transactions.
Systems and Data Management
Update and maintain donor and fund records in CRM and accounting systems.
Help improve system processes for increased efficiency and accuracy.
Qualifications
Bachelor’s degree in Accounting, Finance, Nonprofit Management, or related field.
2+ years of experience in accounting, financial operations, or fund administration; nonprofit experience preferred.
Knowledge of fund accounting and donor‑advised fund regulations is a plus.
Proficiency with accounting software and donor databases; QuickBooks and/or CSuite/Foundant experience is desirable.
Strong analytical, problem‑solving, and organizational skills.
Exceptional attention to detail and ability to meet deadlines.
High level of discretion and ability to handle confidential information.
Preferred Attributes
Familiarity with charitable giving and IRS compliance standards.
Customer‑service mindset with a professional, donor‑facing demeanor.
Comfortable working in a small team and independently managing multiple priorities.
Compensation and Benefits
Competitive salary commensurate with experience ($48,000 – $56,000 per year).
Health insurance.
2 weeks of paid time off and holidays.
Opportunities for professional development.
Job Details Job Type: Full‑time Schedule: 8‑hour shift Work Location: Salt Lake City, UT
#J-18808-Ljbffr
About the Role The Accounting and Operations Associate plays a vital role in ensuring the smooth execution of daily financial and administrative activities for Donor Advised Funds (DAFs) and other charitable gift plans. This position is responsible for the end‑to‑end process management of fund setup, donor contributions, fund transfers, grant distributions, fee assessments, and compliance with reporting standards. The ideal candidate brings precision, initiative, and a strong understanding of fund accounting principles and nonprofit financial operations.
Hours Monday – Friday, 9 am – 5 pm
Key Responsibilities
Donor Advised Fund (DAF) Setup and Management
Establish and maintain new DAF accounts, ensuring all documentation is complete and accurate.
Coordinate with donors and internal staff to verify account details and initiate onboarding processes.
Fund Transfers and Contributions
Process internal and external fund transfers, including bank and investment account transactions.
Accurately record and reconcile incoming donations, including checks, ACH, wire transfers, and publicly traded securities.
Review and process grant requests submitted via donor portal or by staff.
Prepare and issue grant letters, checks, and payment confirmations.
Maintain accurate records of grant history and ensure proper classification and tax reporting.
Fees and Expense Allocation
Calculate and apply administrative fees based on current fee schedules.
Ensure proper allocation of investment income, fees, and expenses across DAF accounts.
Reporting and Compliance
Assist in preparing reports and maintaining records required for IRS Form 990 and other regulatory filings.
Reconcile accounts monthly and ensure accurate classification of all transactions.
Systems and Data Management
Update and maintain donor and fund records in CRM and accounting systems.
Help improve system processes for increased efficiency and accuracy.
Qualifications
Bachelor’s degree in Accounting, Finance, Nonprofit Management, or related field.
2+ years of experience in accounting, financial operations, or fund administration; nonprofit experience preferred.
Knowledge of fund accounting and donor‑advised fund regulations is a plus.
Proficiency with accounting software and donor databases; QuickBooks and/or CSuite/Foundant experience is desirable.
Strong analytical, problem‑solving, and organizational skills.
Exceptional attention to detail and ability to meet deadlines.
High level of discretion and ability to handle confidential information.
Preferred Attributes
Familiarity with charitable giving and IRS compliance standards.
Customer‑service mindset with a professional, donor‑facing demeanor.
Comfortable working in a small team and independently managing multiple priorities.
Compensation and Benefits
Competitive salary commensurate with experience ($48,000 – $56,000 per year).
Health insurance.
2 weeks of paid time off and holidays.
Opportunities for professional development.
Job Details Job Type: Full‑time Schedule: 8‑hour shift Work Location: Salt Lake City, UT
#J-18808-Ljbffr