--- title: 'Finance - Certified Public Accountant (CPA) at The Lucky Foundation' canonical: 'https://feeny.ai/job/finance-certified-public-accountant-cpa-the-lucky-foundation-united-states-cfta6czrwgf3' type: 'job' last_seen: '2026-09-11' --- # Finance - Certified Public Accountant (CPA) at The Lucky Foundation - **Company:** The Lucky Foundation - **Location:** United States - **Employment:** contract - **Work type:** remote - **Posted:** 2024-10-11 - **Last confirmed live:** 2026-09-11 - **Apply:** https://jobs.gem.com/theluckyfoundation/am9icG9zdDqUMqA0PZe6Xo0IK9AaCtqB ## Job description Background on The Lucky Foundation The Lucky Foundation, a 501(c)(3) Non-Profit Public Benefit Corporation who was founded to honor the fallen, empower communities, and preserve the legacy of service, is seeking volunteer leaders to join its dynamic Advisory Board Committee. Honoring our fallen heroes, both those who have served and those who protect our local communities, is a vital act of remembrance and gratitude. It is our duty to recognize their sacrifices, not only at a national level but also within our local communities and at a personal level. Community involvement has a crucial role in honoring our heroes. It allows us to collectively express our appreciation and uphold the values our heroes embodied. Moreover, it enables families to pass down the legacy of their loved ones, instilling in younger generations the importance of patriotism, integrity, and selflessness. Numerous ways exist to honor our heroes, their families, and their sacrifices. Through volunteering, donating, or simply expressing our gratitude, we can individually contribute to preserving their memory and upholding the ideals they fought for. These acts of remembrance serve as a reminder of the unwavering commitment and bravery of those who have given so much to safeguard our freedoms and protect our communities. Unite with us in honoring our fallen heroes. The Lucky Foundation is seeking a finance expert to join our Advisory Committee as the Certified Public Accountant (CPA). Job Summary The Lucky Foundation is seeking a Certified Public Accountant (CPA) to join our Advisory Committee as a Tax Accountant working hand in hand with the Chief Financial Officer. The Tax Accountant will be part of the Executive Advisory Committee, a position which comes with more responsibilities than joining as a member. The Tax Accountant position will be responsible for filing the Foundation’s taxes appropriately while following legal guidelines and obtaining the maximum possible tax return. Duties include collecting tax forms and tracking appropriate paperwork, identifying potential tax credits, and producing tax reports. ## Responsibilities ## WHAT YOU'LL BRING: - Collaborative working style to build strong relationships with other board and committee members - Experience with coordinating projects and timelines - Excellent problem-solving skills with the ability to analyze situations, identify existing or potential opportunities and recommend solutions - Drive to continuously improve processes and the quality and impact of the team’s work and output - Ability to think quickly, resolve problems, and multi-task across numerous projects - Excellent verbal and written communication - Attention to detail - Strong financial skills ## DUTIES: - Prepare tax provisions schedules, returns, payments, reports and maintain a company’s tax database - Find tax solutions to complicated tax issues or errors from incorrect tax filings - Identify legal tax savings and recommend ways to improve profits - Make sure that clients comply with federal, state, and local tax regulations - Advise management about the impact of tax liabilities and corporate strategies or new tax laws - Coordinate outsourced tax preparation work - Accurately prepare quarterly and annual tax reports - Keep up to date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications - All other duties and responsibilities as needed. Required Skills/Abilities - Attend board meetings monthly - Proficiency with Google and or Microsoft suite tools (google docs, google slides, google sheets, Excel, OneNote, Outlook, etc.) - CPA license or candidate (preferred) - Minimum of 5 years of experience in public accounting - Act as an advocate and ambassador for The Lucky Foundation ## PREFERRED REQUIREMENTS: - Previous non-profit board experience - Expertise in bookkeeping and using QuickBooks or Wave Accounting platforms - Experience with fundraising CRM and donor management software (Network for Good, Kindful, DonorPerfect, etc.) - Management experience Thank you for your interest! The Lucky Foundation™ - Let United Compassion Keep You℠ The Lucky Foundation is proud to be an Equal Employment Opportunity employer that is committed to a diverse and inclusive workforce. The Lucky Foundation will not discriminate based on race, color, ancestry, national origin, religion, creed, age, disability (mental and physical), sex, gender (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity, gender expression, medical condition, genetic information, marital status, military or veteran status, or any other status protected under federal, state, or local law. ## About The Lucky Foundation ## Company Overview - **One-liner**: The Lucky Foundation is a 501(c)(3) nonprofit that provides direct financial assistance and educational scholarships to families of fallen or seriously injured United States Military and First Responders. - **Entity Type**: Private 501(c)(3) non-profit organization (bootstrapped via donations and fundraising expeditions) - **Headquarters**: Austin, Texas, USA - **Founded**: 2021 - **Founders**: Kristina Manuel (Founder & CEO) ## Core Business - **Primary industry**: Non-profit / Philanthropy (supporting military & first responder families) - **Target customers**: Families of fallen or seriously injured active-duty military, law enforcement officers, firefighters, and EMS personnel; children of those heroes seeking scholarships - **Mission or purpose statement**: “When the worst happens, the bills do not wait. We deliver direct financial relief to families of fallen and seriously injured Military and First Responders, so they can grieve, heal and hold their family together without a financial crisis on top of their loss.” [luckyfdn.org](https://luckyfdn.org/index.html) ## Products & Services - **Direct Financial Assistance**: Emergency grants to cover immediate expenses (bills, mortgages, etc.) for families of fallen or seriously injured heroes. - **Educational Scholarships**: Multiple named scholarships for children of fallen/disabled military and first responders, including: - **The Valor Scholar Award** – academic merit (min 3.5 GPA) and community service. - **Star of Service: Performing Arts and Athletics Scholarship** – for students excelling in arts or athletics. - **Empowered Women’s Leadership Scholarship** – for female leaders. - **Bridge to Success: Needs-Based Scholarship** – financial need based. - **Bright Futures Scholarship for Students with Learning Disabilities** – for students overcoming learning disabilities. - **Guided Adventure Expeditions**: Donor-funded expeditions (hiking, climbing) that raise money for the foundation’s programs. ## Market Standing - **Valuation**: Not applicable (non-profit); not disclosed - **Key Metric**: Annual revenue not publicly available; total funding is donation-based (no venture funding) - **Notable Investors/Partners**: None explicitly named; partners include alternative nonprofits and community organizations (per Charity Navigator) - **Growth Signals**: - Strategic 10-year vision (FY2022–FY2032) with goals to increase reach by 50% and raise annual research investment to $110 million by FY2035 [guidestar.org](https://www.guidestar.org/profile/87-3473448) - Headcount: 2 employees (as of latest data), down 40% YoY [linkedin.com](https://linkedin.com/company/theluckyfoundation) - Currently onboarding volunteer professionals; early-stage scaling ## Competitive Advantages - **Clear Mission Niche**: Sole focus on military and first responder families, offering both emergency relief and scholarships – a gap many larger nonprofits may not fill with the same specificity. - **Direct Impact Model**: Funds go directly to families in crisis with minimal overhead (small team, volunteer leverage). - **Platinum Transparency**: Holds a 2022 Candid Platinum Transparency Award, reinforcing donor trust [guidestar.org](https://www.guidestar.org/profile/87-3473448) ## Strategic Focus - Scaling outreach through partnerships with other nonprofits and community organizations. - Increasing scholarship funding and distribution (multiple scholarship categories launched). - Expanding research initiatives related to awareness and community impact (target $110M annual research spend by FY2035). - Onboarding volunteer professionals to maximize operational efficiency before national growth. ## Why Work Here - **Remote/Hybrid**: Remote-first; job postings (HR Senior Director, Planned Giving Officer) are listed as remote [builtin.com](https://builtin.com/company/the-lucky-foundation) - **Culture**: Mission-driven, tight-knit team (2 employees) with high autonomy; strong emphasis on diversity, equity, and inclusion as a strategic pillar. - **Perks**: Opportunity to build processes from scratch in a young foundation; direct impact on families of fallen heroes. - **Engineering Culture**: Not applicable (non-tech nonprofit); administrative and development roles available. ## Sources 1. [luckyfdn.org](https://luckyfdn.org/index.html) – Official website (mission, programs, scholarships) 2. [builtin.com](https://builtin.com/company/the-lucky-foundation) – Career page, employee count, remote jobs 3. [guidestar.org](https://www.guidestar.org/profile/87-3473448) – IRS filing summary, founding details, strategic goals, board data 4. [linkedin.com](https://linkedin.com/company/theluckyfoundation) – Employee size, headcount trend 5. [charitynavigator.org](https://www.charitynavigator.org/ein/873473448) – Nonprofit verification, address, EIN ## Other roles at The Lucky Foundation - [Education - Educational Preparedness Director](https://feeny.ai/job/education-educational-preparedness-director-the-lucky-foundation-united-states-x6bw4mt4sxhq) — United States - [Education - Scholarship Coordinator](https://feeny.ai/job/education-scholarship-coordinator-the-lucky-foundation-united-states-bp92bhp7nc0q) — United States - [Education - Chief of Education and Scholarship Programs](https://feeny.ai/job/education-chief-of-education-and-scholarship-programs-the-lucky-foundation-r24dynn1rbb3) — United States - [Education - Director of Special Programs](https://feeny.ai/job/education-director-of-special-programs-the-lucky-foundation-united-states-x1072gdec6b3) — United States - [Education - Financial Aid Director](https://feeny.ai/job/education-financial-aid-director-the-lucky-foundation-united-states-qvmpajp8qms1) — United States - [People & Talent Systems Manager](https://feeny.ai/job/people-talent-systems-manager-the-lucky-foundation-united-states-xfm6ya4fg1nr) — United States - [Development and Grants - Stewardship Manager](https://feeny.ai/job/development-and-grants-stewardship-manager-the-lucky-foundation-united-states-37763z1z6n39) — United States - [Development and Grants - Planned Giving Officer](https://feeny.ai/job/development-and-grants-planned-giving-officer-the-lucky-foundation-united-states-pxz476bff22h) — United States - [Development and Grants - Major Gifts Officer](https://feeny.ai/job/development-and-grants-major-gifts-officer-the-lucky-foundation-united-states-xv2phygkmrg1) — United States - [Development and Grants - Grants Officer](https://feeny.ai/job/development-and-grants-grants-officer-the-lucky-foundation-united-states-j50gt8w9crpc) — United States