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

Job Overview:

A law firm is seeking a highly skilled and experienced Mid-to-Senior Tax-Exempt Organizations and Philanthropy Associate Attorney to join their team in Sacramento, CA. The ideal candidate will have substantial expertise in advising private foundations, charitable organizations, and philanthropists on a broad spectrum of complex legal and tax-related matters. This position requires a strong foundation in nonprofit law, tax compliance, and corporate governance, particularly for large 501(c)(3) organizations. The successful candidate will also represent tax-exempt entities in audits and oversee intricate structures involving both for-profit and not-for-profit entities.

Job Responsibilities:

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

Education and Certification Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Active membership in good standing with the California State Bar (or the ability to waive in).

Skills and Qualifications:

• Significant experience advising private foundations and charitable organizations on legal and tax issues.
• Expertise in forming tax-exempt entities, including obtaining IRS determination letters.
• Strong understanding of tax compliance for private foundations, including the IRS Form 990-PF and other reporting obligations.
• Proven ability to advise philanthropists on structuring charitable gifts and utilizing donor-advised funds.
• Experience in handling mergers, affiliations, and joint ventures between nonprofit organizations.
• Familiarity with the complex interactions between for-profit and not-for-profit entities.
• Ability to represent clients in federal and state tax audits, particularly in the areas of charitable and tax-exempt law.
• Strong legal research, writing, and communication skills.
• Excellent client relations and interpersonal skills.

Benefits:

• Discretionary bonus program.
• Comprehensive health insurance with optional Health Savings Account (HSA).
• Short-term and long-term disability insurance.
• Dental and vision insurance.
• Life insurance.
• Healthcare and Dependent Care Flexible Spending Accounts.
• 401(k) retirement plan.
• Paid vacation and sick time.
• Employee Assistance Program (EAP).
• Additional voluntary benefits include accident insurance, life insurance, long-term care insurance, critical illness and cancer insurance, and 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.