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

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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

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306