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Job Description & How to Apply Below
Responsibilities Liaise directly with clients to gather information for tax planning
Prepare first drafts of tax documents and revise them based on client instructions
Manage calendars for intake calls, conferences, and meetings
Handle printing, scanning, emailing, and digital file maintenance
Correspond with banks and other institutions to obtain information for tax matters
Prepare documents required for tax administration
Organize client documents and prepare materials for drafting
Draft and review corporate and tax documents
Maintain organized electronic and physical client files
Assist with creating document precedents and checklists
Provide overflow clerical support to other practice areas
Qualifications Legal Assistant certification or diploma from a recognized college or university
5+ years of Tax or Corporate experience in a law firm required
Experience with legal software programs
Strong knowledge of Microsoft Outlook, Word, Excel, and Adobe Acrobat
Experience with Clio, Net Documents (Net Docs), and SAP Concur preferred
Excellent communication, organizational, and time-management skills
Exceptional attention to detail and reading comprehension
Ability to build positive working relationships with lawyers, clients, and staff
Proactive, reliable, independent, and detail-oriented
High level of professionalism, confidentiality, and discretion
Ability to manage competing deadlines, work under pressure, and exercise sound judgment
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