Legal Executive Assistant (Tax and Estates)

Legal Executive Assistant (Tax and Estates)

If you’re a Legal Assistant with experience in Tax & Estates, this is your chance to join a firm where your skills won’t just be used—they’ll be appreciated. In this role, you’ll work closely with a team of respected professionals who value collaboration and efficiency. From preparing wills and estate documents to coordinating with clients and financial advisors, your day will be varied, focused, and impactful. The environment at this firm is well-managed and supportive, ideal for someone who wants to do quality work and maintain a work-life balance. If that sounds like your kind of place, we’d love to hear from you! Apply now.

Salary: Up to $85K

Key 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;
• Entering dockets and processing 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;
• Acting as a point of contact for incoming and outgoing communications including phone calls, emails, and documents for clients and vendors;
• Planning and organizing internal firm events, such as lawyer events and client events;
• Other duties as assigned.

Qualifications

• Successful completion of a Legal Assistant program at a recognized community college;
• Minimum of 5 years’ Tax & Estates Legal Assistant experience working in a law firm;
• 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 to meet tight deadlines;
• Strong communication and interpersonal skills to help you 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.

How to Apply: To apply, please forward your resume to Sabrina at sabrina@cartelinc.com