Non-Profits & Tax-Exempt Organizations Paralegal

Loeb & Loeb LLP; New York (NY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Loeb & Loeb LLP in New York, NY is seeking a Paralegal to support the Nonprofit and Tax-Exempt Organizations practice. The role involves assisting with tax-exemption applications, charitable registrations, entity formations, and regulatory filings, plus providing lifecycle support for transactions and litigation.

The successful candidate will exhibit strong proofreading, communication, collaboration, and multitasking abilities in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 3+ years paralegal experience in Nonprofits/Tax-Exempt or Corporate with non-profit exposure.
• Strong proofreading, communication and organizational abilities in a fast-paced setting.

Responsibilities

• Assist with federal/state filings for tax-exempt status and charitable registrations.
• Support transactional, regulatory and litigation matters; manage documents and timelines.
• Draft and file corporate documents for formations, amendments, mergers and dissolutions.
• Monitor regulatory developments and communicate with clients and attorneys.

Skills

Organization

Proofreading

Communication

Multitasking

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Word

Excel

PowerPoint

iManage

Job description

Non-Profits & Tax-Exempt Organizations Paralegal

Location:

New York, NY (Hybrid)

Job Description:

The Paralegal will support the Nonprofit and Tax-Exempt Organizations practice group on a broad range of corporate, transactional, regulatory, and litigation matters. The role will involve assisting with tax-exemption applications, state charitable registrations, entity formations, federal and state regulatory filings, client and attorney presentations, transaction and litigation support, and monitoring significant legal and regulatory developments.

Responsibilities include:

• Assisting with federal and state government filings, including applications for recognition of tax-exempt status, state charitable registrations, and applications for authority to conduct business
• Supporting attorneys in transactional, regulatory and litigation matters, including by maintaining files, coordinating document submissions, assembling transaction closing materials, and developing and monitoring project plans
• Assisting with the drafting and filing of corporate documents relating to entity formations, amendments, mergers, dissolutions, and other corporate actions
• Monitoring relevant federal and state legal and regulatory developments, including at the IRS, Treasury Department and state attorneys general, and other governmental authorities
• Communicating with clients and third parties to collect documentation and track deliverables
• Assisting with the management and monitoring of court cases, regulatory matters, and filing deadlines
• Preparing presentation materials, including slide decks, for client and attorney meetings, conferences, training sessions, and other programs
• Proofing and editing documents
• Drafting cover letters and routine correspondence
• Handling other administrative and practice-support responsibilities as needed

Skills needed to be successful:

• Bachelor’s degree or equivalent experience and 3+ years working as a paralegal in a Non-Profits and Tax-Exempt Organizations practice group or a general Corporate practice group with Non-Profit and Tax Exempt experience. A candidate with litigation experience and a strong desire to learn the practice area should be encouraged to apply as well.
• The ideal candidate will be highly organized, possess excellent proofing and communication (oral and written) skills; the ability to multitask in a fast-paced environment; a very strong attention to detail; and a professional demeanor.
• Strong interpersonal skills with the ability to work closely and build relationships with lawyers, clients and staff to achieve results. Requires a high level of collaboration with attorneys and staff and the ability to exercise independent judgment.
• Strong computer skills including proficiency in Word, Excel, PowerPoint and using the internet is a must. Working knowledge of iManage or other filing databases and web technology would be beneficial.

The statements contained in this position description are not necessarily all-inclusive, additional duties and responsibilities may be assigned and requirements may vary from time to time.

Professional business references and a background check will be required for all final applicants selected for a position. In accepting a position, it is understood that continued employment is contingent upon a satisfactory background check. A satisfactory background check is the absence of a criminal record which bears a demonstrable relationship to the applicant/employee’s suitability to perform the required duties and responsibilities of the position.

Loeb & Loeb is an Equal Opportunity Employer.