Recruiter

Charlotte, NC, United States

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

Attorney

2-10 yrs required

Full-time

No

Job Overview

A law firm based in Charlotte, NC is seeking a Mid-to-Senior Tax-Exempt Organizations and Philanthropy Associate Attorney. The ideal candidate will have significant experience advising private foundations, charitable organizations, and philanthropists on complex legal and tax issues, ensuring compliance, and fostering philanthropic initiatives.

Duties

• Advise private foundations and charitable organizations on complex legal and tax matters.
• Form and obtain tax exemption status for nonprofit corporations and charitable trusts.
• Counsel private foundations on grant agreements, tax compliance, and succession planning.
• Advise philanthropists on making charitable gifts and utilizing donor-advised funds.
• Guide large 501(c)(3) organizations on corporate governance, tax exemption issues, and Unrelated Business Taxable Income (UBTI).
• Structure mergers, affiliations, and joint ventures involving nonprofit entities.
• Navigate complex structures that involve both for-profit and not-for-profit organizations.
• Represent tax-exempt organizations during federal and state audits related to tax and charitable issues.

Requirements

• Significant experience in advising private foundations and charitable organizations on legal and tax issues.
• Proven expertise in obtaining tax-exempt status for nonprofits.
• Strong background in grant agreements, tax compliance, and succession planning for private foundations.
• Experience advising philanthropists on charitable giving and donor-advised funds.
• Knowledge of corporate governance and UBTI for large 501(c)(3) entities.
• Ability to structure mergers, affiliations, and joint ventures within the nonprofit sector.
• Competence in managing complex legal structures involving both for-profit and nonprofit entities.
• Experience representing organizations in federal and state tax and charitable audits.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Licensed to practice law in North Carolina.

Skills

• In-depth knowledge of tax-exempt organizations law and philanthropy.
• Excellent analytical and problem-solving abilities.
• Strong written and verbal communication skills.
• Effective client relationship management.
• Ability to manage multiple projects and deadlines efficiently.
• Detail-oriented with a high level of accuracy.
• Proficient in legal research and documentation.

Benefits

• Discretionary bonus.
• Health insurance with an optional Health Savings Account (HSA).
• Short-term and long-term disability coverage.
• Dental and vision insurance.
• Life insurance.
• Healthcare and Dependent Care Flexible Spending Accounts.
• 401(k) retirement plan.
• Generous vacation and sick time.
• Employee assistance program.
• Additional voluntary programs, including:
  • Voluntary accident insurance
  • Voluntary life insurance
  • Voluntary disability insurance
  • Voluntary long-term care insurance
  • Voluntary critical illness and cancer insurance
  • Pet insurance

Location

• Charlotte, NC

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