Senior Tax Policy Counsel

POSITION OVERVIEW:

This position is part of JFNA’s Government Affairs team, advancing priorities that strengthen Jewish communities by securing nonprofit security funding; combating antisemitism; addressing economic vulnerability through healthcare, support for Holocaust survivors, older adults, and people with disabilities; promoting justice; and protecting charitable giving incentives.

RESPONSIBILITIES:

Serve as lead advocate and provide technical support for government affairs and lobbying on legislative and regulatory issues before Congress, Treasury, IRS, and other federal agencies relating to nonprofit tax and charitable giving.
Partner with professional and lay leaders across the Federation system and other Jewish networks to shape nonprofit tax policy, while serving as a technical resource to Federations and JFNA’s Planned Giving & Endowment Department through tax updates, professional education, and advisory support.
Monitor and report on planned giving tax-related developments of interest to the Federation system to both the JFNA Vice President of Government Relations (VP) and the co-chairs of the Domestic Affairs Planned Giving & Tax Incentives subcommittee (Chairs), with a primary emphasis on donor-advised funds (DAFs), endowments, and other related charitable giving vehicles.
Build and maintain relationships with key Members of Congress, Administration officials, and their staff.
Represent JFNA in national coalitions, committees, and conferences on nonprofit tax and planned giving issues, in collaboration with the VP and subcommittee Chairs.
Conduct ongoing review of additional issues impacting the tax-exempt status of Jewish Federations and the continued deductibility of donor contributions, providing periodic reports (no less than monthly) as dictated by events.

QUALIFICATIONS:

Required:

Extensive knowledge of federal tax policy (income tax and estate and gift tax planning, tax-exempt organization issues) and of federal legislative and regulatory processes
Seven+ years of experience in one or more of the following settings:
Capitol Hill (member staff or relevant committee such as Senate Finance/House Ways & Means a significant plus)
Executive Branch agency, such as Treasury or IRS
Government relations department at a nonprofit or for-profit entity focused on tax and regulatory issues
Excellent writing, research, and oral communication skills

Preferred:

Established connections to Congress and federal officials who shape and implement tax and nonprofit policy
Graduate degree in law, accounting, or related field
Knowledge of the organized Jewish community and/or the Federation system