Tax Legal Assistant — Manhattan Onsite Support

Meritas Advisory Group, 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 insurance

Long-term disability insurance

Flex spending accounts

401(k)

Paid time off

Paid holidays

Bonus opportunities

Job summary

Meritas Advisory Group, LLC is seeking a Tax Legal Assistant for a full-time, on-site role in Manhattan to support tax attorneys with document prep, scheduling, client communication, and administrative duties. The role emphasizes precise document handling and confidentiality.

Responsibilities include organizing tax correspondence, managing attorney calendars, assisting with time entry and billing, drafting engagement letters, and maintaining electronic matter files with strict naming and

Qualifications

• 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 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.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Meritas Advisory Group, LLC is seeking a Tax Legal Assistant for a full-time, on-site role in Manhattan to support tax attorneys with document prep, scheduling, client communication, and administrative duties. The role emphasizes precise document handling and confidentiality.

Responsibilities include organizing tax correspondence, managing attorney calendars, assisting with time entry and billing, drafting engagement letters, and maintaining electronic matter files with strict naming and