Practice Assistant - Tax and Wealth Planning

Fox Rothschild LLP; Center Square (PA); On-site; USD 52,000 - 72,000; Full time

Job summary

Fox Rothschild LLP seeks a Practice Assistant with 3+ years of professional experience to support the Tax and Wealth Planning Department. You will perform administrative tasks, organize documents, assist with basic legal research, and support attorneys and staff on client projects.

Responsibilities include handling tax and wealth planning files, preparing estate documents, managing deadlines, and coordinating with the Accounting Department for billing. This is an on-site role in Blue Bell, PA.

Qualifications

• BA or BS degree preferred or an associate degree or paralegal certificate with 3 years of experience.
• High school diploma or equivalent required.
• Minimum 3 years of professional work experience (law firm preferred).
• Experience in a law firm or client service environment is a plus.

Responsibilities

• Support Tax and Wealth Planning department with administrative tasks.
• Scan/index documents and maintain client matter files.
• Coordinate with Accounting for billing and timekeeping.
• Calendar probate, trust, and tax deadlines.
• Prepare and finalize estate documents and related materials.

Skills

Excel

Outlook

Word

Time management

Communication

Detail-oriented

Multitasking

Client service

Teamwork

Education

BA or BS degree, preferred or Associate's degree or paralegal certificate

High school diploma or equivalent

Tools

Adobe PRO/Nuance PDF

Case management software

Job description

Posting Details

• Posted on October 28, 2026

Locations

Showing 1 location Blue Bell, PA 194223001, USA

• On-site
• Paralegal
• Full-Time
• Requisition #: PRACT003298

Description

Fox Rothschild LLP is seeking a Practice Assistant, with a minimum of three (3) years of professional work experience, to support the Tax and Wealth Planning Department.

The Practice Assistant is a direct support professional who works with a broad range of attorneys and staff to complete administrative responsibilities, identify and implement improvements for practice operations, contribute to client projects through basic legal research and document support, and perform various special projects.

ESSENTIAL FUNCTIONS:

• Manage and process all tax and wealth planning related administrative tasks including:
  • Communicate with clients and attorneys.
  • Scan and index estate and tax documents.
  • Maintain vault of original estate planning documents.
  • Prepare signing instruction memoranda and finalize estate documents for signature.
  • Prepare estate plan binders for clients.
  • Compile exhibits to pleadings, agreements, and tax returns.
  • Prepare and update estate and trust administration checklists.
  • Coordinate with Accounting Department for billing purposes.
• Review and summarize wealth-planning-related materials including estate plans.
• Prepare and open files in the firm’s proprietary case management software.
• Photocopy and scan estate documents in case management software for use by team.
• Calendar probate, trust, and tax deadlines.
• Conduct internet research, including real property deed searches.
• Obtain notary public certification to provide notary services to team members and clients.
• Provide excellent client service to all team members.

ADDITIONAL FUNCTIONS:

• Other related duties, as assigned.
• Annual billable hour requirement – 700

QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):

Education:

• BA or BS degree, preferred or Associate's degree or paralegal certificate with a minimum of 3 years of professional services firm or in-house legal Department experience required.
• High school diploma or equivalent required.

Experience:

• Minimum of 3 years of professional work experience (law firm, preferred). Previous work experience in a law firm or other client service environment is a plus.

Knowledge, Skills, & Abilities:

• Excellent PC skills, including but not limited to proficiency in Excel, Outlook, and Word.
• Experience with Adobe PRO/Nuance PDF.
• Strong time management skills.
• Excellent verbal and written communication skills.
• Attention to detail.
• Ability to handle multiple tasks simultaneously in a team environment.
• Ability to multitask using analytical and problem-solving skills within a fast-paced environment with competing demands.
• Excellent verbal and written communication skills.
• Demonstrate flexibility regarding client and legal team requests.
• Achieve high level of productivity.
• Excellent customer service and interpersonal skills.

WORK ENVIRONMENT & PHYSICAL DEMANDS:

• This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.
• Based on business needs, this position requires consistent in-office attendance as an essential function of the role.

PHYSICAL REQUIREMENTS

Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

DISCLAIMER

Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

Fox Rothschild LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity or gender expression, breastfeeding, lactation, disability, or veteran status, or any other characteristic protected in accordance with applicable federal, state, and local jurisdictions. Applicants who need any assistance applying for a position are encouraged to contact the Human Resources Department, [e-mail] .

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.