Non-Profits & Tax-Exempt Organizations Paralegal

Loeb & Loeb LLP; Washington (District of Columbia); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Loeb & Loeb LLP in Washington, DC is seeking a Paralegal for the Nonprofits & Tax-Exempt Organizations practice. The role supports corporate, transactional, regulatory and litigation matters, including tax-exemption applications and state charitable registrations, with a hybrid work arrangement.

Responsibilities include preparing filings, coordinating document submissions, assembling closing materials, drafting letters, and maintaining files.

Qualifications

• Bachelor’s degree or equivalent experience is required.
• 3+ years as a paralegal in nonprofit/tax-exempt or corporate practice.
• Strong proofreading and written/oral communication skills are essential.

Responsibilities

• Assist with federal and state government filings, including tax-exemption applications and charitable registrations.
• Coordinate document submissions and assemble closing materials for transactions.
• Draft and file corporate documents related to formations, amendments, mergers, dissolutions, and other actions.
• Monitor federal and state regulatory developments and communicate updates to the team.

Skills

Paralegal experience

Attention to detail

Communication skills

Organizational skills

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Excel

PowerPoint

iManage filing system

Job description

Non-Profits & Tax-Exempt Organizations Paralegal

Location: Washington D.C. (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.