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

Job Overview

A law firm in Phoenix, AZ is seeking a highly experienced Mid-to-Senior Tax-Exempt Organizations and Philanthropy Associate Attorney. This role involves working closely with private foundations, large 501(c)(3) organizations, and philanthropists to provide strategic legal and tax-related advice on complex issues. The ideal candidate will have substantial experience advising on nonprofit corporate governance, tax exemption, UBTI, and structuring affiliations, joint ventures, and mergers for both nonprofit and for-profit entities.

Key Responsibilities

• Advise on legal and tax issues related to private foundations and charitable organizations.
• Form and obtain tax exemptions for nonprofit corporations and charitable trusts.
• Guide private foundations through grant agreements, tax compliance, and succession planning.
• Advise philanthropists on charitable gifting strategies, including the use of donor-advised funds.
• Consult large 501(c)(3) organizations on corporate governance and tax exemption issues, including unrelated business taxable income (UBTI).
• Structure mergers, affiliations, and joint ventures involving nonprofit and for-profit entities.
• Represent tax-exempt organizations during federal and state audits on tax and charitable issues.
• Advise on complex financial and legal structures that involve both nonprofit and for-profit entities.

Required Qualifications

• Experience:
  • Significant experience advising private foundations and charitable organizations on complex legal and tax issues.
  • Proven experience in structuring mergers, affiliations, and joint ventures of nonprofit organizations.
  • Experience with representing tax-exempt organizations in federal and state audits.
• Education:
  • Juris Doctor (JD) from an accredited law school.
• Certifications:
  • Licensed attorney in good standing with the state bar (Arizona or eligibility for reciprocity).
• Skills:
  • Deep understanding of tax-exempt organization law, particularly 501(c)(3) regulations.
  • Strong analytical and problem-solving skills, especially in complex tax and charitable issues.
  • Exceptional communication skills, with the ability to provide clear, actionable legal advice to nonprofit entities.
  • Experience with grant agreements, tax compliance, corporate governance, and succession planning.
  • Ability to manage multiple high-priority projects with attention to detail.
  • Strong negotiation and interpersonal skills to work effectively with both nonprofit clients and philanthropists.

Preferred Qualifications

• Skills:
  • Familiarity with donor-advised funds and charitable gift planning.
  • Experience advising philanthropists and major charitable organizations.
  • Knowledge of tax audit procedures for nonprofit organizations.

Benefits

• Discretionary bonus program.
• Health insurance 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).
• 401(k) retirement plan.
• Paid vacation and sick time.
• Employee assistance program (EAP).
• Additional voluntary benefits include accident insurance, life insurance, long-term care, critical illness and cancer insurance, and pet insurance.

Location

• Phoenix, Arizona

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.