Paralegal

Anderson Business Advisors; Town of Texas (WI); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Robust onboarding program

Medical, dental, vision coverage

401(k) matching

Paid time off (16 days first year; 21+

Gym membership subsidy

Job summary

Anderson Global, a leading global provider of corporate and professional services, invites applications for a Paralegal role within the Professional Advisory Team in the United States.

The Paralegal will support attorneys and advisors, conduct document and entity structure reviews, assist with legal research, and help maintain accurate legal and corporate records while delivering an outstanding client experience.

Qualifications

• Minimum 3 years of paralegal or related experience.
• Experience supporting attorneys in a client-facing environment.
• Excellent communication, organization, and analytical skills.
• Proficiency with CRM and document management systems (Salesforce preferred).

Responsibilities

• Serve as primary point of contact for client inquiries, providing timely, accurate, and professional responses.
• Conduct entity structure clarification consultations and assist clients in understanding legal, compliance, and organizational documentation.
• Lead client binder and documentation review meetings.
• Review legal blueprints, entity structures, organizational documents, and supporting materials.
• Conduct legal, regulatory, and statutory research.
• Provide comprehensive paralegal support to attorneys and Professional Advisors.
• Ensure compliance with applicable laws, regulations, policies, and professional standards.
• Perform additional duties and special projects as assigned.

Skills

Paralegal experience

Client-facing support

Communication skills

Analytical skills

Tools

Salesforce

Job description

Anderson Global is a leading global provider of corporate and professional services, supporting entrepreneurs, SMEs, and investors across key markets including the UAE (Dubai), India, Singapore, France, Germany, Switzerland, the USA, and the Cayman Islands. With a team of over 1000 professionals and a strong acquisition-led growth strategy, the group delivers integrated services across bookkeeping, accounting, tax, legal, compliance, and corporate advisory, tailored to meet the evolving needs of businesses operating internationally.

Association with Anderson Business Advisors:

Anderson Business Advisors operates as part of Anderson Global, supporting small business owners, entrepreneurs, and real estate investors through integrated tax, bookkeeping, business advisory, estate planning, and asset protection services. The organization delivers coordinated professional services designed to help clients protect their assets, maintain compliance, and make informed financial and business decisions.

Operating within applicable U.S. legal, tax, and regulatory frameworks, Anderson Business Advisors works closely with clients, internal specialists, and global stakeholders to provide consistent, high-quality service while aligning with Anderson Global’s broader operational and governance standards.

Want to be part of a fast-growing, international team that’s shaping the future of asset protection, business advisory, and tax? Join us!

Role Overview:

The Paralegal serves as a key member of the Professional Advisory Team, providing high-quality legal, administrative, and client service support to attorneys and advisors. This role is responsible for facilitating effective client interactions, conducting document and entity structure reviews, supporting legal research initiatives, and ensuring the accurate preparation and maintenance of legal and corporate records.

The successful candidate will demonstrate exceptional attention to detail, sound judgment, strong communication skills, and a commitment to delivering an outstanding client experience. This position offers the opportunity to work closely with clients, attorneys, and advisors in a dynamic professional services environment focused on delivering sophisticated legal and business solutions.

Key Responsibilities:

• Serve as a primary point of contact for client inquiries, providing timely, accurate, and professional responses.
• Conduct entity structure clarification consultations and assist clients in understanding legal, compliance, and organizational documentation.
• Lead client binder and documentation review meetings.
• Review legal blueprints, entity structures, organizational documents, and supporting materials.
• Conduct legal, regulatory, and statutory research.
• Provide comprehensive paralegal support to attorneys and Professional Advisors.
• Ensure compliance with applicable laws, regulations, policies, and professional standards.
• Perform additional duties and special projects as assigned.

Required Qualifications:

• Minimum 3 years of paralegal, legal support, legal operations, or related experience.
• Experience supporting attorneys in a client-facing environment.
• Excellent communication, organization, and analytical skills.
• Proficiency with CRM and document management systems; Salesforce preferred.

Preferred Qualifications:

• Experience supporting estate planning, asset protection, business formations, corporate governance, or corporate law matters.
• Familiarity with entity structuring, corporate compliance, and business advisory environments.
• Experience in a legal, accounting, tax, consulting, or professional services organization.
• Experience supporting complex business entities, trusts, and estate planning matters, including the preparation and review of corporate governance and organizational documentation.

What We Offer

• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.