Tax Legal Assistant — On-Site Manhattan (Docs & Scheduling)

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

Job summary

Our client in Manhattan is seeking a Tax Legal Assistant to provide full-time, on-site support for its tax attorneys. The role involves preparing legal documents, coordinating attorney calendars, and communicating with clients and outside counsel to keep matters moving smoothly.

You will format and proofread agreements, manage matter files in the document system, assist with e-filings, and help with intake, time entry, and billing tasks.

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 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

Legal support experience

Communication skills

Time management

Tools

Word

Excel

Outlook

Job description

Our client in Manhattan is seeking a Tax Legal Assistant to provide full-time, on-site support for its tax attorneys. The role involves preparing legal documents, coordinating attorney calendars, and communicating with clients and outside counsel to keep matters moving smoothly.

You will format and proofread agreements, manage matter files in the document system, assist with e-filings, and help with intake, time entry, and billing tasks.