Tax Legal Assistant

Top Echelon Software, LLC; New York (NY); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life and long-term disability

Flexible spending accounts

401(k)

Paid time off

Paid holidays

Bonus opportunities

Job summary

Top Echelon Software, LLC in Manhattan is seeking a Tax Legal Assistant to join a reputable law firm on a full-time, on-site basis. You will support tax attorneys with document preparation, scheduling, client communication, and administrative tasks critical to tax matters.

The role requires strong MS Office skills, keen proofreading, and meticulous attention to detail, with opportunities for professional growth and a competitive benefits package.

Qualifications

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

Responsibilities

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

Skills

MS Word

MS Excel

MS Outlook

Proofreading

Written communication

Attention to detail

Client service

Discretion

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