Paralegal

Title: Paralegal

Location: Orange, CA (FT-Hybrid: 3 days onsite, 2 days remote)

Department: Talley Law Group (TLG)

Reports to: Legal Department Lead – Tax & Legal

Talley Law Group (TLG) seeks a highly organized, tech-savvy Paralegal to support multiple attorneys handling corporate and tax-driven transactional matters. This position requires a professional who thrives in a fast-paced, detail-oriented, and client-focused environment.

The role offers flexibility for both:

• Experienced paralegals (3–5+ years) with exposure to transactional or tax-related work, or
• Entry-level graduates with strong technical and organizational skills who are eager to learn and grow in a boutique legal environment.

The ideal candidate will demonstrate a balance of precision, resilience, and resourcefulness, with the ability to manage competing priorities, handle sensitive client information with discretion, and collaborate effectively with a team of highly skilled and fast-paced professionals.

• Provide case management and administrative support to multiple attorneys handling corporate, entity formation, and transactional matters with tax components.
• Coordinate document execution, entity formation filings, and correspondence with clients and external agencies.
• Maintain organized digital files and project tracking using document and project management software.
• Review, edit, and format legal documents and correspondence using Microsoft Word and Adobe Acrobat.
• Perform research, including Secretary of State filings, IRS lookups, and basic legal and factual research.
• Assist in preparing client deliverables, transactional checklists, and entity playbooks.
• Utilize Excel for project budgets, tracking sheets, and basic data analysis (including formulas, lookups, and pivot tables).
• Collaborate with the operations and tax teams to ensure compliance and consistency across client matters.

• Technical Proficiency in Excel: Ability to confidently use formulas,
  VLOOKUPs, pivot tables, and formatting for financial or transactional tracking.
• Tolerance and Professional Resilience:
  Ability to work with direct, fast-moving personalities and maintain composure and professionalism under pressure.
• Interest in Tax-Driven Corporate Work:
  Willingness to review tax returns and work with documents containing sensitive financial data.
• Bachelor’s Degree in related fields
• Strong attention to detail and follow-through; proven ability to manage multiple deadlines and priorities simultaneously.
• Adaptability:
  Comfortable navigating shifting priorities and handling a variety of small projects concurrently.
• Ownership mindset:
  Demonstrates initiative and accountability in all assigned matters.
• Prior experience (3 - 5 years)
  supporting transactional, corporate, or tax attorneys at a law or consulting firm.

• Paralegal Certificate from an accredited institution
• Experience drafting or proofreading transactional documents, entity filings, or closing binders.
• Familiarity with document management and e-signature platforms (e.g., iManage, Docu Sign, Adobe Sign).
• Exposure to AI tools for drafting, summarizing, or document review with sound professional judgment.
• Experience supporting a tax-focused legal or accounting team.
• Background in business entity formations, M&A support, or corporate reorganizations.
• Working knowledge of legal research tools such as Lexis Nexis, Westlaw, or equivalent.

• Resilient, self-motivated, and not easily discouraged by constructive or direct feedback.
• Thrives in a high-performance boutique environment with multiple stakeholders.
• Client-service-oriented with strong organizational discipline.
• Proactive and confident in asking questions or seeking clarity.
• Positive attitude, sense of humor, and the ability to “roll with the punches.”

• Hybrid schedule (typically 3 days onsite / 2 days remote).
• Collaborative and transparent department culture within a tax–legal integrated practice.
• Direct mentorship from experienced transactional attorneys with growth potential into advanced paralegal or legal operations responsibilities.