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18 matches | 1 - 10 displayed 
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Legal Secretary, Tax

Title : Legal Secretary, Tax

Location : California - San Francisco
Refer to Job # OOWF736863

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 Duties: Provides confidential administrative support to assignments, performing secretarial tasks of a confidential nature including, 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. Some litigation experience. Work experience in Estate Planning and Federal Court filing preferred with Federal Court filing preferred. 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. Legal 5 - 0 Full Time 0000-00-00 00:00:00  

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Tax And Legislature Legal Secretary

Title : Tax And Legislature Legal Secretary

Location : Iowa - Des Moines
Refer to Job # XJAA736867


Tax and Legislature Legal Secretary Duties: Assists and relieves lawyers by performing administrative and clerical work in an efficient and accurate manner while meeting essential deadlines. Prepare initial and final legal documents such as correspondence such as probate documents, tax returns, estate planning documents and corporate documents. Assembles tax returns and utilizes appropriate tax programs and software for Federal, State and IRS filings. Coordinate and track Legislative bills on the Firms Access data base system. Generate and disseminate daily reports from this data base. Update and provide declarations to clients and attorneys on the legislative website. Transcribe legal digital dictation; compile data for exhibits, compose and type routine correspondence and reports. Proficient proofreading, redlining, and editing of documents prepared by assigned attorneys. Must ensure accuracy, comprehension, and overall grammar and punctuation. Create and maintain attorney client matter lists. Docket crucial litigation deadlines; coordinate with attorneys calendar. File correspondence and legal documents in office filing system and document management system as required. Ensure proper indexing and filing of original legal documents and pleadings for easy and efficient retrieval. Process billing, time entry, and expense reimbursements via internal accounting systems. Process time sensitive state and federal court filings with sense of urgency; knowledge of electronic filing requirements and software required. Coordinate and arrange for any legal client meeting; schedule court reporter if applicable. Organize and copy documents produced for opposing attorneys and for trial exhibit. Review, route/scan and prioritize incoming mail. Perform other duties such as scheduling appointments, coordinating meetings and agendas, and providing information to callers. Coordinate travel on airline, hotel, and rental car for out of town travel. Route articles to lawyers and other company officials. Eager to perform tasks associated with the functions of a legal secretary. On-site daily attendance for secured computer access and client confidentiality, and personal interaction with attorneys and clients for client service needs. Other duties as assigned. Requirements: High School Diploma with 5+ years' legal secretary experience is required. Associates Degree or equivalent from two-year college or technical school and two years experience in a Corporate setting is desirable. Previous Law Firm experience desirable. Some paralegal skills preferred. Demonstrates ability to communicate in a proficient, tactful, and confident manner with external clients and internal customers. Competently operates office equipment including computer, fax, calculator, scanner, copier, and telephone system. Ability to read, write and perform basic math functions. Knowledge of Microsoft Excel desirable. Independent worker, ability to prioritize and complete multiple tasks in a timely manner. Proficient in the use of Outlook and Microsoft Word including knowledge of Table of Authorities and Table of Contents features. Legal 5 - 0 Full Time 0000-00-00 00:00:00  

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Tax and Wealth Planning Paralegal

Title : Tax and Wealth Planning Paralegal

Location : California - Los Angeles
Refer to Job # MNAJ735979


Tax and Wealth Planning Paralegal The candidate is responsible to support large and diverse group of estate planning attorneys who handle all facets of trust and estate planning and administration. Manage a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish. Calendaring cases and advise attorneys of upcoming deadlines, etc. Handling post-mortem administration issues, including required notices, real estate filings, etc. Handling occasional trust and will drafting as needed. Must have 7 years of experience directly related to wealth planning with emphasis on trust and probate administration and drafting. Peer law firm experience is preferred. Thorough knowledge of the following is critical: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings. Experience is preferred with: 706 and 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management. Legal 7 - 0 Full Time 0000-00-00 00:00:00  

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Legal Secretary, Tax

Title : Legal Secretary, Tax

Location : California - San Francisco
Refer to Job # ZJED735853

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. Legal 5 - 0 Full Time 0000-00-00 00:00:00  

Email: jobs@lawfirmstaff.com  NO CALLS PLEASE
 


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Legal Secretary - Tax And Estates

Title : Legal Secretary - Tax And Estates

Location : Louisiana - New Orleans
Refer to Job # JSXH735664


Legal Secretary - Tax And Estates The candidate will provide administrative, secretarial, and clerical support to attorneys in Tax Practice Group. Assist attorneys with practice and administration management and organization. Maintain attorney calendars and coordinate and assist with organizing attorney meetings, events, and activities. Communicate with clients and others inside and outside of the firm in connection with attorneys work and civic or business development matters. Assist with calculation and management of transaction deadlines. Run conflict checks, prepare opening file materials, draft engagement letters and draft waiver letters. Assist with assembly of exhibits and disclosure schedules to transaction documents. Assist with assembly and organization of due diligence documentation. Retrieval and filing of entity records with secretaries of state. Assist with preparation of applications for federal tax identification numbers. Assist in the preparation of US Estate Tax Returns and Estate documents (Wills, Powers of Attorney, Healthcare Powers of Attorney, Living Will Declarations, Beneficiary Designations and Limited Medical Powers of Attorney). Assist with billing matters and attorney time entry. Prepare attorney expense reports, entertainment reports and trip reports; and facilitate payment of out-of-pocket expenses for client matters. Assist in maintaining attorney CLE requirement, CLE filings. Assist with preparation and filing of state and local litigation and succession pleadings, including electronic and fax filings. Support attorneys in the growth and development of their respective practices. Maintain strict firm and client confidentiality. Must have High School Diploma; Bachelors degree preferred. Should have 3-5 years of prior legal secretary or assistant experience, preferably in the areas of Litigation and/or Tax and Estates. Must have strong proficiency in Microsoft Office products, including Word, Excel and Power Point. Should have advanced proficiency in formatting, proofreading and editing correspondence and legal documents. Legal 3 - 5 Full Time 0000-00-00 00:00:00  

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Transactions Paralegal Manager - Business & Tax And Real Estate

Title : Transactions Paralegal Manager - Business & Tax And Real Estate

Location : Washington - Seattle
Refer to Job # RJYU734301

This high-powered, long-established firm offers great opportunities for top-notch candidates seeking rapid growth and high volume in intellectual property and dozens of other challenging practices. We really have a lot of good things to say about this firm because the firm seems to consistently set a high mark for itself in numerous, numerous categories. For example, the attorneys in this firm are all almost universally very nice people to work with and this firm puts a real powerful emphasis on quality of life issues for both its associates and partners. Without exception, the firm’s attorneys claim they are treated with a tremendous amount of respect – the firm is genuinely interested in making long-term relationships with people. Management is extraordinarily introspective about the candidates they interview – according to one candidate, the firm is “almost philosophical” in its approach towards recruiting. Attorneys here typically bill in the 1800 range.
Transactions Paralegal Manager - Business & Tax and Real Estate RESPONSIBILITIES: Manage the day-to-day operations for the paralegal team in seven offices, including overseeing workflow, problem solving and coaching. Partner with Paralegal-Attorney Liaison to assess skills of current and future paralegals, determine staffing needs and establish paralegal team priorities/goals. Collaborate with Paralegal Attorney Liaison and paralegals to develop best practices. Manage time and attendance, scheduling, semi-annual check-ins, coaching, transitions, workflow, expense reimbursements, recruiting for the paralegal team. Liaise between paralegals and firm administrative departments. Lead process improvement and project management efforts. Develop agendas for paralegal team meetings. In collaboration with PG and iSt, facilitate processes for evaluating and acquiring new technology tools to support paralegal team. Evaluate training needs and facilitate training and development opportunities for paralegal team. QUALIFICATIONS: 10+ years' experience performing paralegal work. 2+ years' supervisory experience. Solid understanding of the nature of transactional and other transactions related practices. Experience as a manager and coach of paraprofessionals. Ability to partner with lawyers and paralegals to problem solve, remove obstacles, build teams and create best practices. A deep understanding of the role and value of a skilled paralegal. Ability to work collaboratively with the Paralegal-Attorney Liaison to develop and maintain a high quality paralegal team. Demonstrated strong proficiency in MS Office Products (Outlook, Word, Excel) required. Demonstrated high degree of attention to detail. Willingness to adapt to and learn new technology, software programs, and upgrades. Willingness to travel to each office 2+ times per year. Legal 10 - 0 Full Time 0000-00-00 00:00:00  

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Tax/estate Planning Attorney

Title : Tax/estate Planning Attorney

Location : New York - Long Island
Refer to Job # KVUX733920


Tax/Estate Planning Attorney The candidate will be responsible for Tax Planning for businesses and individuals. Estate planning for maximizing use of gift and estate tax exemptions. Drafting wills and trusts. Drafting corporate and partnership documents. Analyzing tax returns. Representing clients in Federal and State tax audits. Preparing Federal and New York State estate tax and gift tax returns. Research Federal and state tax matters as required. Should have LL.M. in taxation and substantial tax practice experience. Must have a tax background (through coursework and/or professional experience), be detail oriented, and have excellent writings skills. Legal 1 - 0 Full Time 0000-00-00 00:00:00  

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Tax Paralegal

Title : Tax Paralegal

Location : Florida - Orlando
Refer to Job # FCKU733710


Tax Paralegal The candidate should have working knowledge of the Florida Probate Rules and Florida Rules of Civil Procedure and Florida Statutes; experience and organization skills to efficiently and effectively handle the varied responsibilities of case management; experience drafting and analyzing legal documents; the skills and experience to work with electronic management of case documents, including computer-based redaction, review and processing of case documents and preparation for electronic production of documents. Must have working knowledge of or the ability to learn e-discovery and litigation support software. Must have advanced knowledge of computer applications (including Word; PowerPoint; Excel; and Outlook and document assembly programs); and, maintaining effective working relationships with colleagues. Legal 1 - 0 Full Time 0000-00-00 00:00:00  

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Tax Paralegal

Title : Tax Paralegal

Location : Florida - Naples
Refer to Job # QHZO733711


Tax Paralegal The candidate should have working knowledge of the Florida Probate Rules and Florida Rules of Civil Procedure and Florida Statutes; experience and organization skills to efficiently and effectively handle the varied responsibilities of case management; experience drafting and analyzing legal documents; the skills and experience to work with electronic management of case documents, including computer-based redaction, review and processing of case documents and preparation for electronic production of documents. Must have working knowledge of or the ability to learn e-discovery and litigation support software. Must have advanced knowledge of computer applications (including Word; PowerPoint; Excel; and Outlook and document assembly programs); and, maintaining effective working relationships with colleagues. Legal 1 - 0 Full Time 0000-00-00 00:00:00  

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Tax Attorney

Title : Tax Attorney

Location : Michigan - Pontiac
Refer to Job # QZOC733747


Tax Attorney The candidate will be responsible for evaluating a client's tax situation in light of previous cases that bear resemblance to his. Conducting research on behalf of the client in order to counsel on possible options. Negotiating on behalf of the client with the Internal Revenue Service (IRS) to have a tax liability or penalties reduced. The candidate must hold a law degree from an accredited law school and a valid state bar license in order to practice tax law. Must be graduate from an accredited four-year college or university before enrolling in law school. In order to sit for a state bar licensing examination, must graduate from a law school accredited by the American Bar Association with the degree of Juris doctor (J.D.). The law school graduate must be admitted to the bar in any state in which she wants to practice. Legal law master (L.L.M.) degree in taxation is preferred. Legal 1 - 0 Full Time 0000-00-00 00:00:00  

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