Paralegal - Tandym

A foundation organization in NY is looking to add a new Paralegal for a promising opportunity with their growing staff.

Responsibilities:

The Paralegal will be responsible for:

• Serve as part of a team of legal experts to provide the core services every foundation needs to run compliantly
• Help navigate daily compliance questions in subjects such as: Compensation, Contributions, Corporate Foundation Issues, Direct Charitable Activities, Asset Transfers, Fundraising, Governance, Investments, Program Related Investments, and Real Estate
• Review investments, grants, and expenses to ensure compliance with IRS Regulations and help prevent self-dealing, jeopardizing investments, taxable expenditures, and excess business holdings
• Facilitate advanced grantmaking by drafting applications to obtain advance IRS approval of programs to make grants to individuals, or for scholarship, fellowship, and awards programs
• Prepare the 1023 Application to obtain federal tax-exempt status for foundations
• Provide compliance review of Grantee applications for Expenditure Responsibility and Equivalence Determination (international grantmaking)
• Review Supporting Organization opinion letters and evaluate exempt status of grantees
• Resolve legal issues that impact 990-PF Return of Private Foundation and participate in preparation of 990-PF and Form 4720 Return of Certain Excise Taxes Under Chapter 41 and 42 of the Code

Qualifications:

• 2-3 years of experience minimum
• Previous experience within non-profit
• Critical thinking and detailed oriented