Tax Legal Assistant

The Keystone Distinction Group; New York (NY); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Flexible spending accounts

401(k) plan

Paid time off

Paid holidays

Bonus opportunities

Job summary

The Keystone Distinction Group is seeking a Tax Legal Assistant for a full-time, on-site role in Manhattan. You will support tax attorneys with document prep, scheduling, and client communication while handling confidential information.

Responsibilities include organizing tax records, managing calendars, time entry, drafting agreements, and e-filings. Candidates should have about two years of related experience and strong MS Office skills.

Qualifications

• Legal support experience in a law firm or corporate setting.
• Strong proofreading and written communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Excellent client service and discretion with confidential information.
• Solid command of grammar, spelling, and document accuracy.

Responsibilities

• Organize tax-related correspondence and supporting records and coordinate signatures.
• Maintain attorney calendars, schedule meetings, and track deadlines.
• Support time entry, prebill review, invoices, expense reports, and new matter intake.
• Prepare and format engagement letters, agreements, and presentations.
• Maintain electronic matter files with proper naming, version control, and retention.
• Communicate with clients, accountants, outside counsel, and internal teams.
• Complete court e-filings and maintain submission confirmations.

Skills

Legal support

Attention to detail

Time management

Client service

Proofreading

Tools

Microsoft Office

Job description

Our client, an established law firm, is hiring a Tax Legal Assistant for a full-time, on-site position supporting its tax attorneys in Manhattan. This role combines legal document preparation, attorney scheduling, client communication, and administrative support for tax-related matters.

Responsibilities

• Organize tax-related correspondence and supporting records, coordinate signatures, and prepare submission materials under attorney direction.
• Manage attorney calendars, schedule meetings, track approved deadlines, and flag conflicting priorities.
• Support time entry, prebill review, invoice revisions, expense reports, and new matter intake.
• Prepare, format, and proofread agreements, engagement letters, correspondence, and presentations.
• Maintain electronic matter files in iManage, following document naming, version control, and records retention procedures.
• Communicate with clients, accountants, outside counsel, and internal teams.
• Complete court e-filings as needed and maintain submission confirmations.

Qualifications

• Related legal support experience preferred, ideally around two years.
• Strong Microsoft Office skills, including Word, Excel, and Outlook.
• Excellent proofreading, grammar, and written communication skills.
• Careful attention to document details, including names, dates, amounts, and attachments.
• Ability to manage shifting priorities, meet deadlines, and recognize when attorney guidance is needed.
• Professional client service skills and discretion when handling confidential information.

Compensation and Benefits

Annual salary of $65,000 to $85,000, with the offer based on experience, education, and skills.

• medical
• dental
• vision
• life and long-term disability insurance
• flexible spending accounts
• a 401(k)
• paid time off
• paid holidays
• bonus opportunities