Paralegal in Redmond, WA| LawFirmStaff

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Title : Paralegal

Location : Washington - Redmond
Refer to Job # UMBV765742


Paralegal The candidate will provide paralegal (administration and drafting) support in the areas of Estate Planning and Tax Controversy as well as general office support. Should be highly reliable, have strong organizational and multi-tasking skills and must have client communication skills. The position requires strong drafting competency, excellent written and oral communication skills and computer skills (client management tools). Specifically, the position requires the following: Should have 2+ years of paralegal or legal assistant experience at a law firm. Drafting Estate Planning and Federal Tax Controversy documents is highly desirable. Working knowledge of estate plan drafting software, with a preference for Wealth Counsel is valued. client materials, intakes and correspondence is required. Experience with IRS tax controversy matters (collection and audits) is also valued. Experience in drafting engagement agreements, business letters, termination letters, client correspondence and other client documents is required. Must have a strong understanding and working knowledge of Microsoft Word and Excel. The position includes working with spreadsheets to track financial data and gathering financial and tax documents including bank statements, investment statements, foreign account statements and income tax returns. Excellent proofreading, grammar and analytical skills required. The position will require general administrative and secretarial functions, including receptionist functions, responding to client inquiries, client intakes, invoicing, calendaring, creating and maintaining client files (physical & electronic) and other duties as needed. The candidate must have excellent computer skills with respect to general software use (adobe professional, email systems, Windows) and a strong understanding of client relationships and tracking systems such as CLIO and Dropbox is highly desired. Should have Bachelor's degree and/or a paralegal certificate. Estate Planning and Tax Controversy law firm seeking an experienced full-time paralegal.
 
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