Legal Assistant (Tax)

Linmac LLP; Calgary; On-site; CAD 65,000 - 90,000; Full time

Job summary

Linmac LLP in Calgary is seeking an experienced Legal Assistant to support our Tax practice. You will open, manage, and bill files, liaise with clients for tax planning, and prepare tax documents.

The role requires 7-9 years in Tax or Corporate within a legal firm, excellent communication, and proficiency with MS Office and leading legal software. We offer a boutique office environment and opportunities to grow with a top national firm.

Qualifications

• Legal Assistant certification or diploma from a recognized college or university.
• 7-9 years of experience in Tax or Corporate in a legal firm.
• Experience with legal software such as Clio, NetDocs, and SAPConcur.

Responsibilities

• Open, close and bill all files.
• Liaison with clients directly for pertinent information for tax planning.
• Prepare first drafts of tax documents.
• Revise tax documents in accordance with client instructions.
• Manage calendars for intake calls, conferences, and general meetings as required.
• Printing, scanning and emailing as required.
• Digital file maintenance of lawyer emails and client files.
• Correspond with banks and other institutions to collect information for tax matters.
• Prepare various documents required for tax administration.
• Intake, organize and prepare documents for drafting.
• Maintain organized client files electronically, and in hard copy when required.
• Assist with creation of precedents and checklists.
• Draft and review corporate and tax documents.
• Assist with overflow clerk work for other practice areas.

Skills

Communication

Organizational skills

Time management

Attention to detail

Reading comprehension

Professionalism

Confidentiality

MS Office

Adobe Acrobat

Clio

NetDocs

SAPConcur

Education

Legal Assistant certification or diploma

Tools

Clio

NetDocs

SAPConcur

Job description

Role

Legal Assistant (Tax)

Location

Calgary

Why Linmac?

We empower our people and create opportunities for them to flourish.We offer a boutique office work environment and a clientele that is business focused.

The role

We are currently looking for an experienced Legal Assistant to join our Calgary office supporting our Tax practice.

Responsibilities

• Open, close and bill all files.
• Liaison with clients directly for pertinent information for tax planning.
• Prepare first drafts of tax documents.
• Revise tax documents in accordance with client instructions.
• Manage calendars for intake calls, conferences, and general meetings as required.
• Printing, scanning and emailing as required.
• Digital file maintenance of lawyer emails and client files.
• Correspond with banks and other institutions to collect information for tax matters.
• Prepare various documents required for tax administration.
• Intake, organize and prepare documents for drafting.
• Maintain organized client files electronically, and in hard copy when required.
• Assist with creation of precedents and checklists.
• Draft and review corporate and tax documents.
• Assist with overflow clerk work for other practice areas.

Qualifying Attributes

• Legal Assistant certification or diploma from a recognized college or university.
• 7-9 years of experience in Tax or Corporate in a legal firm is required.
• Experience with legal software programs such as.
• Superior communication, organizational and time management skills.
• Excellent attention to detail and reading comprehension.
• Team player, with exceptional ability to build a positive rapport and relationship with lawyers, clients and staff.
• Proactive, reliable, independent, and detail oriented.
• High level of professionalism, confidentiality and discretion.
• Ability to work well under pressure, meet unexpected and sometimes competing deadlines, and exhibit sound judgment.
• Strong knowledge of Microsoft Office products (Outlook, Word, Excel) and Adobe Acrobat
• Preference will be given for extensive knowledge and experience with Clio, NetDocs, and SAPConcur.

About Linmac

We are a boutique national law firm, attracting top talent at the top of their game. Our offices cover Toronto, Calgary and Vancouver. We practice predominantly in the areas of Tax, Corporate, Estate and Trust, and Family Law. We are growing our offices, and if you are up for it, we would love for you to join our amazing team!