Tax & Wealth Planning Client Services Pro

Fox-Rothschild-LL; West Palm Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Fox Rothschild LLP in West Palm Beach, FL, seeks a Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) to provide advanced legal administrative support to a team of attorneys, including calendar management, document preparation, and client communications. You will collaborate with attorneys, paralegals, and staff to ensure accurate, timely handling of tax-related matters.

The ideal candidate has at least three years of law firm experience, an associate degree

Qualifications

• Associate’s Degree preferred; Bachelor’s Degree a plus; applicable work experience may be considered in lieu of a degree.
• Minimum of three (3) years related experience at a law firm or legal or corporate department required.
• Excellent verbal and written communication; high level of confidentiality and discretion.
• Ability to gather and summarize data for reports; manage multiple priorities in a fast-paced environment.
• Proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and basic office equipment.
• Experience with court/administrative filings and deadlines.

Responsibilities

• Provide superior client service by answering and screening calls courteously and timely.
• Coordinate with attorneys, paralegals, and clients to ensure seamless information transfer.
• Manage client data and workflow to meet deadlines.
• Maintain attorney calendars and schedule meetings and travel.
• Prepare legal documents, memoranda, and correspondence from draft or dictated text.
• Create and proofread documents, spreadsheets, and presentations with high accuracy.

Skills

Communication skills

Organizational ability

Discretion/confidentiality

Initiative

Data gathering/summary

Legal terminology

MS Office proficient

Keyboarding 60 wpm

Education

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

Tools

MS Office Suite

Job description

Fox Rothschild LLP in West Palm Beach, FL, seeks a Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) to provide advanced legal administrative support to a team of attorneys, including calendar management, document preparation, and client communications. You will collaborate with attorneys, paralegals, and staff to ensure accurate, timely handling of tax-related matters.

The ideal candidate has at least three years of law firm experience, an associate degree