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 their team in Irvine, CA. The candidate will be responsible for advising tax-exempt organizations and philanthropists on various legal and tax-related issues. The role requires significant experience in managing complex matters for private foundations, charitable organizations, and large nonprofit entities. This position will involve extensive client interaction, providing counsel on federal and state tax compliance, corporate governance, mergers, and philanthropic efforts.

Duties and Responsibilities:

• Provide legal advice to private foundations and charitable organizations on complex legal and tax matters.
• Form and obtain tax exemptions for nonprofit corporations and charitable trusts.
• Advise private foundations on grant agreements, tax compliance, and succession planning.
• Counsel philanthropists making charitable gifts and utilizing donor-advised funds.
• Advise large 501(c)(3) organizations on corporate governance, tax exemption matters, and Unrelated Business Taxable Income (UBTI).
• Structure mergers, affiliations, and joint ventures between nonprofits.
• Advise on complex structures involving both for-profit and not-for-profit entities.
• Represent tax-exempt organizations during federal and state audits related to tax and charitable issues.
• Collaborate with clients to address and resolve tax-related controversies.
• Draft legal documents, policies, and agreements for clients in compliance with tax-exemption regulations.
• Provide strategic counsel for clients on the creation and operation of public charities and private foundations.

Education and Certifications:

• Juris Doctor (JD) from an accredited law school.
• Active Bar membership in California or the ability to become a member within a reasonable period.

Required Experience and Skills:

• Experience advising tax-exempt organizations, philanthropists, and nonprofit entities on tax and legal issues.
• Demonstrated experience with private foundations, public charities, and the formation of nonprofit entities.
• Strong knowledge of Internal Revenue Code Section 501(c)(3) and tax compliance for nonprofit organizations.
• Expertise in corporate governance, nonprofit mergers, and joint ventures.
• Proficiency in managing complex tax-exempt and for-profit structure integration.
• Strong analytical and problem-solving skills, particularly in tax compliance and legal research.
• Excellent communication skills, both verbal and written, with the ability to advise clients clearly and concisely.
• Ability to manage multiple high-level projects simultaneously and work collaboratively in a fast-paced environment.

Compensation and Benefits:

• Competitive base salary with a discretionary bonus.
• Comprehensive health insurance, including an optional Health Savings Account (HSA).
• Short-term and long-term disability insurance.
• Dental and vision care coverage.
• Life insurance and 401K retirement plan.
• Access to Healthcare and Dependent Care Flexible Spending Accounts.
• Generous vacation and sick leave policy.
• Employee Assistance Program for personal and professional well-being.
• Additional voluntary benefits include accident insurance, voluntary life and disability insurance, long-term care, critical illness, 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.