Paralegal (Tax)

Handler Law, LLP; Chicago (IL); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Generous benefits

Annual firm social events

Tenant lounge access

Employee lounge with beverages

Job summary

Handler Law, LLP is a Chicago-based firm specializing in Business & Corporate Law, Private Client Trusts & Estates, and Taxation. We seek a meticulous Tax Paralegal to support attorneys and tax professionals with federal and state tax return preparation and filing.

The role involves processing via CCH Axcess Tax, tax research, and coordinating deadlines across multiple engagements. Office-based in downtown Chicago with competitive benefits.

Qualifications

• Experience as a paralegal or tax professional.
• Experience with CCH Axcess Tax.
• Ability to manage multiple tasks and meet strict filing deadlines.
• Paralegal certification or degree in legal studies, accounting, or related field preferred.

Responsibilities

• Assist with preparation, processing, and electronic filing of federal and state tax returns.
• Use CCH Axcess Tax to process returns, review diagnostics, and coordinate electronic filings.
• Review tax returns, financial statements, and supporting documents.
• Assist with tax controversy, amended returns, extensions, and estimated payments.
• Maintain and update master tax return tracking lists and monitor deadlines.
• Assist with IRS/state audits and related correspondence.
• Prepare tax workpapers, financial summaries, and client correspondence.

Skills

Detail orientation

Multitasking

Communication skills

Independent work

Education

Paralegal certification or degree in legal studies or accounting

Tools

CCH Axcess Tax

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft Teams

Job description

Handler Law, LLP is an internationally recognized firm based in downtown Chicago that focuses on Business & Corporate Law, Private Client Trusts & Estates and Taxation serving primarily affluent families, family offices and privately held companies.We are looking for a dedicated and meticulous Tax Paralegal to join our team.

The successful candidate will assist attorneys and tax professionals with federal and state tax return preparation, processing, electronic filing, tax compliance, and related administrative matters.

• Ability to work independently and collaboratively.
• Detail-oriented; ability to work and problem-solve independently. Excellent written and oral communication skills.
• Experience with CCH Axcess Tax.
• Proficient in Microsoft Office, specifically Excel, Word, Outlook, and Teams.
• Experience with SurePrep and SafeSend Returns preferred.
• Strong knowledge of federal and state tax return procedures and filing requirements.
• Proficient in legal and tax research, document preparation, and client correspondence.

Key Responsibilities:

• Assist attorneys and tax professionals with the preparation, processing, and electronic filing of federal and state tax returns, including individual, partnership, corporate, S corporation, trust, and estate returns.
• Utilize CCH Axcess Tax to process tax returns, review and resolve diagnostics, and coordinate electronic filings.
• Review and analyze tax returns, financial statements, general ledgers, balance sheets, and supporting tax documentation.
• Assist with tax controversy, amended tax returns, extensions, estimated tax payments, and other tax-related filings.
• Maintain and update master tax return tracking lists, monitor return statuses, and coordinate assignments with preparers and reviewers.
• Monitor federal and state filing deadlines and ensure outstanding matters are addressed in a timely manner.
• Assist with IRS and state tax audits, notices, examinations, and related correspondence.
• Conduct legal and tax research on federal and state tax issues and filing requirements.
• Prepare and organize tax workpapers, financial summaries, and supporting schedules.
• Prepare and send client correspondence regarding outstanding financial and tax documents, filing requirements, signature requests, and tax return statuses.
• Process electronic signature requests, tax return delivery, and filing authorizations.
• Monitor electronic filing acknowledgments, address rejected returns, and coordinate corrections and resubmissions.
• Assist with developing and maintaining tax department procedures and workflows.

Job Requirements:

• Proven work experience as a paralegal or tax professional
• Experience with CCH Axcess Tax
• Experience reviewing financial statements, preparing general ledgers, and supporting tax documentation.
• Ability to manage multiple tasks, prioritize assignments, and meet strict filing deadlines.
• Paralegal certification or degree in legal studies, accounting, or a related field is preferred.
• $50,000.00- $100,000.00, commensurate upon experience and qualifications
• Discretionary bonuses
• Generous benefits and annual firm social events (Holiday Season Dinner, Tax Party and Periodic conferences & Client Receptions)
• Use of tenant lounge
• Employee Lounge with coffee, tea, soft drinks and snack food

Additional Job Position Information:

• Job Title: Paralegal
• Work Environment: This role is primarily office-based, with minimal travel required for court visits or client meetings.
• Reporting Structure: Reports to the attorneys and partners.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $50,000.00- $100,000.00 , depending on experience
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.