Tax & Wealth Planning Client Services Pro

Fox Rothschild LLP; Atlanta (GA); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Fox Rothschild LLP in Atlanta is seeking a Temporary Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant). The role provides high-level administrative support to attorneys, manages calendars, prepares documents, and coordinates client communications in a fast-paced environment.

You will collaborate with attorneys, paralegals, and staff to ensure accurate, timely delivery of services, including tax-related deadlines and travel arrangements when needed.

Qualifikationen

• Associate’s Degree preferred; Bachelor’s Degree a plus; applicable work experience may be considered in lieu of a degree.
• Minimum of 3 - 5 years related experience at a law firm or legal or corporate department required.
• Ability to gather and summarize data, prioritize work, and meet deadlines.
• Excellent verbal and written communication; maintain confidentiality.

Aufgaben

• Provide superior client service by answering and screening calls courteously and timely.
• Manage attorney calendars and assist in meeting deadlines, including tax-related deadlines.
• Prepare legal documents, memoranda, and correspondence from draft or dictated text.
• Create, edit, format, and proofread documents, spreadsheets and presentations.
• Transmit documents to clients, witnesses and court officials by filing, fax, email or mail.
• Calendar all critical deadlines into calendaring database and maintain accuracy.

Kenntnisse

Client service

Calendar management

Legal terminology

MS Office Suite

60 wpm keyboarding

Verbal and written communication

Confidentiality

Attention to detail

Ausbildung

Associate’s Degree preferred; Bachelor’s Degree a plus

Relevant work experience considered in lieu of degree

Tools

MS Office Suite (Outlook, Word, Excel, PowerPoint)

Recordkeeping software

Electronic filing / E-filing systems

Jobbeschreibung

Fox Rothschild LLP in Atlanta is seeking a Temporary Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant). The role provides high-level administrative support to attorneys, manages calendars, prepares documents, and coordinates client communications in a fast-paced environment.

You will collaborate with attorneys, paralegals, and staff to ensure accurate, timely delivery of services, including tax-related deadlines and travel arrangements when needed.