Tax & Estates Legal Assistant | Detail‑Oriented Support

Robins Appleby LLP; Toronto; On-site; CAD 75,000 - 83,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

Robins Appleby, located in Toronto's financial district, seeks a talented Tax and Estates Legal Assistant to support busy lawyers in taxation and estate planning. The role involves preparing correspondence and documents, organizing files, and coordinating deadlines while ensuring top-tier client service.

The ideal candidate has a minimum of 5 years in a law firm or professional services, with strong MS Office proficiency and experience with PDF tools and document management systems.

Qualifications

• Successful completion of a Legal Assistant program at a recognized community college.
• Minimum of 5 years' experience in a law firm or professional services preferably within Tax and Estates.
• Proficiency in Microsoft Office (Word, Excel, and Outlook).
• Working knowledge of Adobe/Kofax PDF, DocuSign, Workshare Compare, Closing Folders, MinuteBox and Carpe Diem.
• Experience with a document management system, e.g., iManage.
• Strong organizational and time-management skills to manage multiple priorities and meet deadlines.
• Excellent client service and interpersonal communication skills.
• Independent worker who can also collaborate effectively in a team.

Responsibilities

• Assist with preparation of correspondence and legal documents relating to taxation and estate planning including complex wills and trusts; 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 coordinate appointments for lawyers.
• Act as a point of contact for communications with clients and vendors.
• Other duties as assigned.

Skills

Communication skills

Organization

Attention to detail

Independence

Team collaboration

Education

Legal Assistant program finished

Tools

Microsoft Office (Word, Excel, Outlook)

Adobe/Kofax PDF

DocuSign

Workshare Compare

Closing Folders

MinuteBox

Carpe Diem

iManage document management

Job description

Robins Appleby, located in Toronto's financial district, seeks a talented Tax and Estates Legal Assistant to support busy lawyers in taxation and estate planning. The role involves preparing correspondence and documents, organizing files, and coordinating deadlines while ensuring top-tier client service.

The ideal candidate has a minimum of 5 years in a law firm or professional services, with strong MS Office proficiency and experience with PDF tools and document management systems.