Legal Assistant – Tax & Estates

Overview

Our client is searching for a Legal Assistant to join their team. Working directly with the Managering Partner and a Senior Associate, you will provide support in this dynamic Tax and Estates team.

• Assist with preparation of correspondence and legal documents relating to areas of taxation and estate planning including complex wills, family trusts and estate administration;
• Ensure time-sensitive documents are managed effectively;
• Organize, open, manage and close client files;
• Prepare reports – estate planning and corporate reorganizations;
• Enter dockets and process monthly accounts;
• Maintain tickler systems to monitor key dates for task management;
• Schedule meetings and co-ordinate appointments as required ensuring the lawyer’s calendar is up-to-date, including adding events, rescheduling appointments and providing daily briefings;
• Act as a point of contact for incoming and outgoing communications including phone calls, emails, and documents for clients and vendors;
• Plan and organize internal firm events, such as, lawyer events and client events; and
• Other duties as assigned.

• Successful completion of a Legal Assistant program at a recognized community college
• Minimum of 5 years’ experience working in a law firm or in professional services within Tax and Estates
• Proficiency in Microsoft Office (including Word, Excel, and Outlook)
• Working knowledge of Adobe/Kofax PDF, Docu Sign, Workshare Compare, Closing Folders, Corp Link and Carpe Diem
• Experience working with a document management system, e.g., iManage
• Possess well-developed organizational and time management skills in order to manage multiple priorities with ease in order to meet tight deadlines
• Strong communication and interpersonal skills help you to build relationships and provide excellent client service
• As a confident self-starter, you work well both independently, and in a team environment
• Operate with a high degree of accuracy and strong attention to detail
• Show good judgment, discretion and respond well to constructive feedback.