Legal Assistant – Tax & Estates | Toronto ON

Payroll & Benefits Coordinator | Toronto ON; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A legal services firm in Toronto is seeking a Legal Assistant to support their dynamic Tax and Estates team. You will assist in preparing legal documents, managing client files, and coordinating communication with clients. The ideal candidate has over 5 years of experience in a law firm, strong organizational skills, and proficiency in Microsoft Office. The firm values attention to detail and excellent client service, offering a supportive work environment.

Qualifications

• Minimum of 5 years’ experience in a law firm or professional services within Tax and Estates.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook) is essential.
• Ability to work independently and as part of a team.

Responsibilities

• Assist with preparation of legal documents related to taxation and estate planning.
• Organize and manage client files and maintain tickler systems for deadlines.
• Schedule meetings and co-ordinate appointments.

Skills

Organizational skills

Communication skills

Time management

Attention to detail

Client service

Education

Completion of a Legal Assistant program

Tools

Microsoft Office

Adobe/Kofax PDF

DocuSign

iManage

Job description

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.

Responsibilities

• 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.

Qualifications

• 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, DocuSign, Workshare Compare, Closing Folders, CorpLink 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.