Tax & Wealth Planning Practice Assistant (On-Site)

Fox Rothschild LLP; Center Square (PA); On-site; USD 52,000 - 72,000; Full time

Job summary

Fox Rothschild LLP seeks a Practice Assistant with 3+ years of professional experience to support the Tax and Wealth Planning Department. You will perform administrative tasks, organize documents, assist with basic legal research, and support attorneys and staff on client projects.

Responsibilities include handling tax and wealth planning files, preparing estate documents, managing deadlines, and coordinating with the Accounting Department for billing. This is an on-site role in Blue Bell, PA.

Qualifications

• BA or BS degree preferred or an associate degree or paralegal certificate with 3 years of experience.
• High school diploma or equivalent required.
• Minimum 3 years of professional work experience (law firm preferred).
• Experience in a law firm or client service environment is a plus.

Responsibilities

• Support Tax and Wealth Planning department with administrative tasks.
• Scan/index documents and maintain client matter files.
• Coordinate with Accounting for billing and timekeeping.
• Calendar probate, trust, and tax deadlines.
• Prepare and finalize estate documents and related materials.

Skills

Excel

Outlook

Word

Time management

Communication

Detail-oriented

Multitasking

Client service

Teamwork

Education

BA or BS degree, preferred or Associate's degree or paralegal certificate

High school diploma or equivalent

Tools

Adobe PRO/Nuance PDF

Case management software

Job description

Fox Rothschild LLP seeks a Practice Assistant with 3+ years of professional experience to support the Tax and Wealth Planning Department. You will perform administrative tasks, organize documents, assist with basic legal research, and support attorneys and staff on client projects.

Responsibilities include handling tax and wealth planning files, preparing estate documents, managing deadlines, and coordinating with the Accounting Department for billing. This is an on-site role in Blue Bell, PA.