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

Job Overview:

A law firm in Houston, TX, is seeking a highly qualified Mid-to-Senior Tax-Exempt Organizations and Philanthropy Associate Attorney. This role involves advising private foundations, charitable organizations, and philanthropists on complex legal and tax matters. The candidate will play a key role in structuring nonprofit organizations, ensuring tax compliance, and representing tax-exempt organizations in federal and state audits. The position offers substantial growth opportunities and a comprehensive benefits package.

Responsibilities:

• Advise private foundations and charitable organizations on complex legal and tax issues.
• Form nonprofit corporations and charitable trusts, including obtaining tax-exempt status.
• Guide private foundations on grant agreements, tax compliance, and succession planning.
• Counsel philanthropists on charitable giving, including the use of donor-advised funds.
• Advise large 501(c)(3) organizations on corporate governance, tax exemption, and unrelated business taxable income (UBTI) issues.
• Structure mergers, affiliations, and joint ventures for nonprofit organizations.
• Advise on complex structures involving both for-profit and not-for-profit entities.
• Represent tax-exempt organizations in federal and state audits regarding tax and charitable matters.
• Conduct legal research and draft memoranda, opinion letters, and compliance documents.
• Stay updated on changing tax laws and their impact on nonprofit and philanthropic sectors.

Requirements:

• Significant experience in advising private foundations and charitable organizations on complex legal and tax issues.
• Extensive knowledge of tax-exempt entities, nonprofit corporate governance, tax exemption issues, and UBTI.
• Proven ability to structure nonprofit mergers, affiliations, joint ventures, and hybrid entity arrangements.
• Experience representing tax-exempt organizations in federal and state audits.
• Strong background in tax law, nonprofit law, and philanthropy.
• Exceptional communication and interpersonal skills to effectively counsel clients.
• Ability to manage complex cases and multiple clients in a fast-paced environment.

Education:

• Juris Doctor (JD) degree from an accredited law school.
• Active Bar membership in Texas or ability to obtain Texas Bar membership.

Certifications:

• Licensed to practice law in Texas or the ability to waive into the Texas Bar.

Skills:

• In-depth knowledge of tax-exempt organizations and nonprofit law.
• Expertise in tax compliance, tax exemption processes, and succession planning for charitable organizations.
• Ability to navigate and advise on donor-advised funds, grant agreements, and charitable trusts.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in legal research, drafting, and complex transaction structuring.
• Ability to work both independently and collaboratively with a team.

Benefits:

• Competitive discretionary bonus.
• Comprehensive health insurance options with optional Health Savings Account (HSA).
• Short-term and long-term disability coverage.
• Dental and vision care insurance.
• Life insurance.
• Healthcare and Dependent Care Flexible Spending Accounts (FSA).
• 401K retirement plan.
• Paid vacation and sick time.
• Employee assistance program (EAP).
• Voluntary programs include accident insurance, life insurance, disability, long-term care, 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.