Tax Legal Assistant - Manhattan Office Support

Franklin Executive Solutions, LLC; New York (NY); Vor Ort; USD 65.000 - 85.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

Life and long-term disability

Flexible spending accounts

401(k)

Paid time off

Paid holidays

Bonus opportunities

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Legal support experience

Time management

Attention to detail

Client confidentiality

Communication skills

Prioritization

Tools

Microsoft Word

Excel

Outlook

Jobbeschreibung

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.