Legal Associate - Remote

Overview

The Legal Associate is an entry-level attorney role reporting to the Director of Legal Advisory Services and serving as a key member of a highly structured, compliance-focused team. This position is well-suited for someone who values clarity, accountability, and consistent application of rules, and who is motivated to build expertise in private foundation law through hands-on work.

In Short

• Serve as a primary point of contact for client and prospective client inquiries related to private foundation compliance.
• Analyze and resolve prior-year compliance issues, ensuring accurate completion of tax questionnaires for Form 990-PF preparation.
• Provide timely, practical guidance to internal teams on compliance-related questions.
• Conduct charity due diligence and research, communicating findings clearly.
• Prepare and review IRS Form 1023 applications.
• Draft and review corporate resolutions to support foundation governance.
• Assist in preparing responses to IRS audits and information requests.
• Draft requests for advance approval of grants.
• Collaborate with Philanthropic Directors on foundation programs.
• Ensure consistent, accurate compliance support across client activities.

Requirements

• Juris Doctor (JD) degree required.
• Strong organizational and time management skills.
• Clear and professional communication skills.
• Solid foundation in private foundation tax law.
• Analytical and detail-oriented approach.
• Familiarity with Form 990-PF preferred.
• Experience preparing Forms 1023 and 4720 preferred.
• Dedicated workspace for remote work.
• Reliable internet connection required.
• Ability to meet physical demands of the position.

Benefits

• Equal opportunity employer.
• Opportunity to build expertise in private foundation law.
• Work in a compliance-focused team.
• Hands-on experience with IRS regulations.
• Collaborative work environment.