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

Job Title: Mid-to-Senior Tax-Exempt Organizations and Philanthropy Associate Attorney
Location: Boston, MA

Job Overview:

A law firm is seeking a Mid-to-Senior Associate Attorney with significant experience advising private foundations and charitable organizations on complex legal and tax issues. The attorney will play a critical role in advising a diverse portfolio of clients, including private foundations, public charities, donors, and tax-exempt organizations, on legal, tax compliance, governance, and transactional matters.

Key Responsibilities:

• Provide legal advice to private foundations and charitable organizations on intricate legal and tax issues.
• Form nonprofit corporations and charitable trusts, and obtain tax-exempt status under IRS rules.
• Counsel private foundations on grant agreements, tax compliance, succession planning, and fiduciary responsibilities.
• Advise philanthropists on structuring charitable gifts and managing donor-advised funds.
• Guide large 501(c)(3) organizations on corporate governance, tax exemption issues, unrelated business taxable income (UBTI), and compliance matters.
• Structure and advise on mergers, affiliations, and joint ventures involving tax-exempt entities.
• Assist in creating complex structures involving both for-profit and non-profit entities.
• Represent tax-exempt organizations during federal and state audits involving tax and charitable issues.
• Collaborate with multidisciplinary teams within the firm, including tax, corporate, and estate planning groups, to deliver comprehensive client solutions.
• Stay updated on relevant legal developments impacting tax-exempt organizations and philanthropy laws.

Qualifications and Requirements:

• Experience:

  • Experience advising tax-exempt organizations, private foundations, and philanthropists on complex legal and tax issues.
  • Significant experience with IRS tax-exempt status applications and compliance matters.
  • Expertise in handling complex nonprofit transactions such as mergers, affiliations, and joint ventures.
  • Experience representing clients in IRS audits and state regulatory inquiries related to tax and charitable matters.

• Education:

  • Juris Doctor (JD) degree from an accredited law school.
  • Active membership in the State Bar of Massachusetts or ability to become licensed within a reasonable time frame.

Skills:

• In-depth understanding of federal and state tax laws affecting tax-exempt organizations.
• Strong knowledge of corporate governance, charitable giving structures, UBTI, and nonprofit compliance requirements.
• Excellent legal research, drafting, and negotiation skills.
• Ability to work independently and manage multiple client relationships and matters.
• Strong interpersonal and communication skills to collaborate with a diverse client base, including philanthropists, nonprofit leaders, and other stakeholders.
• High attention to detail and a proactive problem-solving mindset.
• Ability to thrive in a fast-paced legal environment with complex and high-stakes matters.

Benefits:

• Discretionary bonus
• Health insurance (optional Health Savings Account available)
• Short-term disability and long-term disability insurance
• Dental and vision care
• Life insurance
• Healthcare and Dependent Care Flexible Spending Accounts
• 401(k) retirement plan
• Vacation and sick time
• Employee Assistance Program (EAP)
• Additional voluntary benefits include:
  • Voluntary accident insurance
  • Voluntary life and disability insurance
  • Long-term care insurance
  • Critical illness and cancer insurance
  • Pet insurance

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.