Tax Paralegal

Adams & Martin Group; San Diego (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

HMO medical coverage

Dental insurance

Vision insurance

PTO 15 days

401(k) with employer match

Growth opportunities

Job summary

Adams & Martin Group in San Diego seeks an experienced Tax Paralegal to support attorneys in corporate, tax, and business law matters. The role involves handling complex client work, deadlines, and day-to-day operations.

The ideal candidate will have 3+ years of paralegal experience, strong drafting skills for corporate governance, and experience communicating with tax authorities. This on-site position offers competitive compensation and benefits.

Qualifications

• 3+ years of paralegal experience preferred, ideally in tax, corporate, business, or related areas.
• Strong drafting experience with corporate governance and transactional documents.
• Experience communicating with the IRS, CDTFA, FTB, or county agencies is highly preferred.
• Ability to analyze financial records, tax documents, and supporting business records.
• Proficiency with Microsoft Office, particularly Excel.
• Excellent organizational, written, and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Draft and review corporate and tax-related documents, including operating agreements and bylaws.
• Prepare responses to notices and inquiries from IRS, CDTFA, FTB, and county offices.
• Manage client files, deadlines, and communications; coordinate multiple matters.
• Prepare exhibits and case summaries for administrative hearings and tax appeals.
• Review financial statements and tax records to assist attorneys in evaluating tax issues.
• Provide general legal and administrative support to attorneys as needed.

Skills

Paralegal experience

Drafting documents

Excel

Organizational skills

Communication skills

Tools

Microsoft Office

Job description

Tax ParalegalLocation: Mission Valley, San Diego, CA Compensation: Up to $100,000 DOE + Benefits

About the Firm

A growing Mission Valley law firm is seeking an experienced Tax Paralegal to support attorneys in corporate, tax, and business law matters. This position offers the opportunity to work closely with clients, manage sophisticated legal matters, and play a key role in the firm's day-to-day operations.

Position Overview

The Tax Paralegal will provide substantive legal support on corporate transactions, tax matters, administrative proceedings, and client management. The ideal candidate is highly organized, detail-oriented, and capable of handling multiple matters simultaneously while maintaining excellent client service.

Key Responsibilities

Corporate & Legal Document Preparation

• Draft and review legal documents, including:
• Limited Liability Company Operating Agreements
• Corporate Bylaws
• Director and Shareholder Resolutions
• Certificates of Incumbency
• Membership Interest Purchase Agreements
• Stock Purchase Agreements
• Assist with drafting contracts and related legal filings.
• Prepare correspondence and legal documents for attorney review.

Tax & Regulatory Support

• Prepare responses to notices, inquiries, and disputes involving:
• Internal Revenue Service (IRS)
• California Department of Tax and Fee Administration (CDTFA)
• Franchise Tax Board (FTB)
• County Assessor and Tax Collector offices
• Draft responses regarding sales and use tax exemptions, refund claims, property tax matters, and income tax issues.
• Prepare and submit government agency forms, including IRS Form 2848 and CDTFA Power of Attorney forms.

Case Management & Client Relations

• Manage client files, legal documentation, and critical deadlines.
• Coordinate multiple client matters and transactions concurrently.
• Communicate with clients regarding document requests, case status updates, and deadlines.
• Schedule meetings and maintain attorney calendars.

Administrative Hearing Preparation

• Prepare exhibits, evidence binders, and case summaries for administrative hearings and property tax appeals.
• Coordinate filings with county and state administrative agencies.
• Assist attorneys with trial notebooks, hearing preparation, and legal briefs.

Financial & Tax Analysis

• Review financial statements, tax returns, and accounting records.
• Assist attorneys in evaluating tax and business-related matters.
• Identify potential compliance issues and tax-related risks.
• Prepare spreadsheets, reports, and summaries for attorney review.

Administrative Support

• Provide general legal and administrative support to attorneys as needed.
• Assist with special projects and time-sensitive matters based on firm workload and seasonal demands.

Qualifications

• 3+ years of paralegal experience preferred, ideally in tax, corporate, business, estate planning, or related practice areas.
• Strong drafting experience with corporate governance and transactional documents.
• Experience communicating with the IRS, CDTFA, FTB, or county governmental agencies is highly preferred.
• Ability to analyze financial records, tax documents, and supporting business records.
• Proficiency with Microsoft Office, particularly Excel.
• Excellent organizational, written, and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Benefits

• Competitive compensation up to $100,000 annually
• HMO Medical Coverage
• Optional Dental and Vision Insurance
• 15 Days of PTO to start
• 401(k) Plan After One Year with Employer Match
• Professional and Collaborative Work Environment
• Long-Term Growth Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.