Tax Planning Legal Assistant

Frontline Source Group; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

A prestigious law firm in Dallas seeks a Tax Planning Legal Assistant, offering a stable career with a competitive salary and comprehensive benefits. Ideal candidates have at least 5 years of legal assistant experience in tax planning, strong organizational skills, and proficiency in Microsoft Office applications.

Benefits

Medical, dental, and vision insurance

Firm-paid life insurance

401(k) plan with company match

Paid time off and paid holidays

$100 monthly parking or transit stipend

Holiday bonus based on tenure

Qualifications

• Minimum 5 years of legal assistant experience, preferably in tax planning.
• Strong knowledge of Microsoft Office applications.
• Experience drafting wills, trusts, and tax planning documents.

Responsibilities

• Provide legal administrative support to attorneys.
• Prepare and revise legal documents and correspondence.
• Manage calendars and organize files.

Skills

Attention to detail

Strong collaboration skills

Communication skills

Typing speed of at least 80 wpm

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

Job description

Job Description

Join our staffing agency client, a prestigious law firm, as a Tax Planning Legal Assistant in Dallas, TX! This is a direct hire opportunity, ideal for experienced legal professionals ready to make a long-term career move. This role offers stability, great pay, and top-tier benefits in a fast-paced, collaborative environment.

Company Profile:
Our staffing agency client is a well-established law firm recognized for its excellence in tax law and business transactions. Known for its collaborative environment and commitment to professional growth, the firm offers a supportive workplace culture with decades of industry impact.

Tax Planning Legal Assistant Role:
As the Tax Planning Legal Assistant, you will provide legal administrative support to attorneys and peers within the tax planning section.Â
The role focuses on preparing and revising legal documents, correspondence, and tax planning forms such as wills, trusts, partnership agreements, and ownership flowcharts. You will manage calendars, coordinate travel, organize files, and ensure efficient communication internally and with clients.Â
Your responsibilities will include transcribing dictation, proofreading, answering and directing calls, setting up conference calls, maintaining client files, and assisting with attorney time entries.Â
The Tax Planning Legal Assistant position demands high attention to detail, the ability to multitask effectively, and strong collaboration skills in a fast-paced law firm environment.

Tax Planning Legal Assistant Background Profile:
The ideal candidate will have a minimum of 5 years of legal assistant experience, preferably in tax planning.Â
You should possess a strong knowledge of Microsoft Office applications including Word, Excel, Outlook, and PowerPoint. Experience drafting wills, trusts, and tax planning documents is essential.Â
Candidates must be able to type at least 80 words per minute and demonstrate excellent grammar, proofreading, and organizational skills.Â
Proficiency in e-filing documents in both Federal and State courts is expected.Â
This role requires someone who is a self-starter with excellent verbal and written communication skills and the ability to manage shifting priorities and occasional overtime.

Tax Planning Legal Assistant Features and Benefits:
This position offers a competitive salary and benefits package. The firm provides medical, dental, and vision insurance through United Health Care, with firm-paid life insurance and long-term disability coverage. Additional voluntary life and vision plans are available. Employees receive a $100 monthly parking or public transit stipend. The firm offers a 401(k) plan with a company match and a 3% Safe Harbor contribution annually. Paid time off includes vacation and personal days with reimbursement for unused days, plus 11 paid holidays annually. A holiday bonus is issued each December based on tenure.

Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.

Disclaimer: Sensitive and personal data will not be requested until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.

Job Requirements

Emily Longsworth is a graduate of Texas A&M University with over 5 years of staffing experience at Frontline Source Group as an Executive Recruiter with a focus on placing top Executive Assistants and Administrative Assistants. Her areas of staffing are not limited only to administrative but also her experience within the marketing sector is outstanding. She has specialization with in successful placements for titles such as Chief Marketing Office, CMO, Director of Marketing, Vice President of Marketing, Director of Brand Strategy, Brand Marketing Manger, Head of Marketing Strategy FinTech Growth Marketing, and Marketing Analyst. Working nationwide allows her to truly understand the job market, and how to present her candidates’ skills in the most competitive position going into interviews while also making sure her clients are getting the top 20% of talent available within the market. Whether you are searching for your next opportunity or if you need to locate top-quality talent, Emily will be dedicated to your search!

All interviews are set by appointment only and we do not allow walk-ins at any location. We are an Equal Opportunity Employer, M/F/V/D.Candidates must have authorization to work in the U.S.Clients will not sponsor visas.

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