Legal Secretary, Tax in San Francisco, CA| LawFirmStaff

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Title : Legal Secretary, Tax

Location : California - San Francisco
Refer to Job # VIQD735853

This firm is very strong in most practice groups, and in our opinion is an excellent firm to work for. The firm has a long history, and has managed to draw some well-known political figures into its partnership ranks. The associates we have spoken with at this firm describe it as a good place to work and for the most part the associates working here believe that the partners are friendly and accessible. Additionally, the people who work at this firm are all fairly friendly; however, some associates we have spoken with have told us that there appears to be an air of formality to their friendliness. While the Firm does not always get high marks for diversity, much of that has changed in recent years. Additionally, this firm consistently ranks near the top for quality of life issues and the associates who work here all seem to be fairly enthusiastic about the quality of life of the firm. This firm compensates its associates very well, and there are few complaints about compensation issues. While the firm does have a flex time program, many of the associates we have spoken with do not appear that pleased with the program and believe it could use improvement. We should note that one thing that is notable about this firm is that it does appear very well positioned at most times because it is consistently able to generate work and keep its associates in most departments busy.
Legal Secretary, Tax Responsibilities: Provides confidential administrative support to assignments, performing secretarial tasks of a confidential nature including, but not limited to, composing or preparing documents and correspondence that requires knowledge of legal terminology and using advanced formatting skills. This may require spending long periods of time at computer workstation. Coordinates outsourced copy jobs. Provides photocopying and/or scanning of correspondence, documents and other printed materials. Handles in-coming correspondence (including gathering and/or preparing needed materials for lawyers review of same in timely fashion), as well as out-going correspondence, including mail, emails to clients, faxes, hand deliveries, FedEx s, etc. Drafts, edits and disseminates information through letters, email, mail, memos, itineraries, etc. Answers telephones and delivers accurate and timely messages. Reviews and revises monthly proformas; prepares correspondence for each and submits revised proformas and drafts letters to lawyer for approval; submits to accounting department for final invoices; makes arrangements for mails/emails of specific invoices to clients. Schedules appointments and performs other tasks related to maintaining assignments calendars; schedules and coordinates meetings and conferences, including travel, lodging, transportation, and meal arrangements as well as seeking approval for attorneys from department heads. Inputs attorney time utilizing the Firms time entry software on a daily basis. Interacts with clients, vendors, attorneys and staff to maintain good relations. Maintains workstation and surrounding area which may require lifting, squatting, kneeling, or bending. Closes files per lawyer requests. This may require lifting file bank boxes containing client files. Reconciles and submits travel, client development, and client expenses for reimbursement through Chrome River and reconciles AMEX statements for all assignments. Maintains calendars as requested by attorneys; submits and reconciles reimbursements. Prepares materials for departmental meetings. Other projects as assigned by attorneys and/or paralegals and Office Administrator. Qualifications: High School Diploma required. Some college and/or PLS Certification desirable. 5+ years' work experience in a law firm environment, or related professional experience. Knowledge of legal terminology. Ability to gather data, compile information and prepare reports. Strong organizational and records management skills. Ability to communicate effectively and with tact and diplomacy, both orally and in writing. Ability to maintain confidentiality of all information. Strong interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community. Advanced computer and software application skills. Ability to organize and prioritize numerous tasks and complete them under time restraints. Working knowledge of Microsoft Office Suite, including MSWord, Outlook, Excel, PowerPoint, etc. Working knowledge of New Business Intake, LegalKey, Copitrak, InterAction, IntappTime, and Elite software. Knowledge of Chrome River and BB Conference Scheduler software. Ability to learn and use databases. Ability to work effectively with a wide range of individuals. Ability to multi-task and work well under time constraints. Ability to work well independently and in a team environment. Ability to proofread materials for contextual, grammatical, typographical or spelling errors. Must have strong organizational, decision-making skills and problem solving skills.
 
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