Mid-to-Senior Tax-Exempt Organizations And Philanthropy Associate Attorney

Job Overview

A law firm is seeking a highly experienced Mid-to-Senior Tax-Exempt Organizations and Philanthropy Associate Attorney to join its team in East Palo Alto, CA. The ideal candidate will possess significant expertise in advising private foundations and charitable organizations on complex legal and tax matters. The position involves providing strategic counsel on a range of issues related to tax-exempt organizations, philanthropic efforts, and nonprofit governance. The successful candidate will work closely with clients, including large 501(c)(3) organizations, philanthropists, and private foundations, guiding them through complex legal structures and compliance obligations.

Key Responsibilities

• Advise private foundations and charitable organizations on legal, tax, and compliance matters.
• Form and obtain tax-exempt status for nonprofit corporations and charitable trusts.
• Counsel private foundations on grant agreements, tax compliance, and succession planning.
• Guide philanthropists on charitable giving strategies, including the use of donor-advised funds.
• Advise large 501(c)(3) organizations on corporate governance, tax exemption issues, and unrelated business taxable income (UBTI).
• Structure mergers, affiliations, and joint ventures between nonprofit organizations.
• Counsel clients on complex legal structures involving both for-profit and not-for-profit entities.
• Represent tax-exempt organizations in federal and state audits concerning tax and charitable compliance.
• Provide strategic legal counsel on philanthropic and nonprofit transactions and regulatory compliance.

Requirements

• Experience: Experience specifically in tax-exempt organizations, nonprofit law, and philanthropy.
• Expertise: Deep knowledge and hands-on experience in advising private foundations, charitable organizations, and large 501(c)(3) entities.
• Skills:
  • Strong understanding of tax law applicable to nonprofits and philanthropic organizations.
  • Proven ability to handle complex corporate structures and tax-exempt transactions.
  • Experience with federal and state audits concerning tax and charitable issues.
• Education:
  • J.D. from an accredited law school.
  • Membership in the State Bar of California, or ability to waive in.

Preferred Skills and Qualities

• Strategic Thinking: Ability to provide strategic legal guidance on corporate governance, mergers, and nonprofit structures.
• Communication: Exceptional oral and written communication skills, particularly in explaining complex tax and legal issues to clients.
• Client Management: Strong client service orientation, with a proven track record of advising high-profile clients and organizations.
• Problem Solving: Ability to navigate complex legal and regulatory frameworks involving both for-profit and not-for-profit entities.

Education

• Juris Doctor (J.D.) degree from a recognized law school.
• Licensed to practice law in the state of California or eligibility to waive into the California Bar.

Benefits

• Discretionary bonus based on performance.
• Comprehensive health insurance with optional Health Savings Account (HSA).
• Short-term and long-term disability coverage.
• Dental and vision insurance.
• Life insurance and Flexible Spending Accounts (FSA) for healthcare and dependent care.
• 401K retirement plan.
• Paid vacation and sick time.
• Access to an employee assistance program (EAP).
• Additional voluntary benefits include accident insurance, life and disability insurance, long-term care, critical illness and cancer insurance, and pet insurance.

Job Location

• East Palo Alto, CA.

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.