Tax Legal Assistant

Franklin Executive Solutions, LLC; New York (NY); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life and long-term disability

Flexible spending accounts

401(k)

Paid time off

Paid holidays

Bonus opportunities

Job summary

Top Echelon Software, LLC. seeks a Tax Legal Assistant to support tax attorneys in Manhattan. The role involves legal document prep, attorney scheduling, client communication, and administrative support for tax matters.

Responsibilities include organizing tax correspondence, managing calendars, handling time entries, and producing engagement letters and pleadings. Strong MS Office skills and discretion are essential.

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.

Responsibilities

• Organize tax-related correspondence and records; coordinate signatures and prepare submission materials under attorney direction.
• Manage attorney calendars, schedule meetings, track deadlines, and flag conflicts.
• 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 with naming conventions and records retention.
• Communicate with clients, accountants, outside counsel, and internal teams.
• Complete court e-filings as needed and maintain submission confirmations.

Skills

Legal support experience

Time management

Attention to detail

Client confidentiality

Communication skills

Prioritization

Tools

Microsoft Word

Excel

Outlook

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