Wealth & Tax Practice Administrative Specialist

Fox Rothschild; Center Square (PA); Sur place; USD 42 000 - 66 000; Plein temps

Résumé du poste

Fox Rothschild LLP is seeking a Practice Assistant to support the Tax and Wealth Planning Department. The role requires a minimum of three years of professional work experience and involves handling administrative tasks, document preparation, and client coordination.

The Practice Assistant will work with attorneys and staff to improve operations, conduct basic legal research, and contribute to client projects while maintaining high service standards.

Qualifications

• Three or more years of professional services firm or in-house legal department experience required.
• BA/BS preferred or Associate's degree or paralegal certificate.
• High school diploma or equivalent required.

Responsabilités

• Manage tax and wealth planning administrative tasks and client communications.
• Scan, index, and maintain estate and tax documents.
• Prepare signing instruction memoranda and finalize estate documents.
• Maintain estate plan binders and prepare estate and trust administration checklists.
• Calendar probate, trust, and tax deadlines and conduct basic legal research.
• Assist with billing coordination with Accounting.

Connaissances

Excel

Outlook

Word

Adobe PDF

Time management

Communication skills

Attention to detail

Multitasking

Customer service

Formation

BA/BS preferred

Associate's degree

Paralegal certificate

High school diploma or equivalent

Outils

Proprietary case management software

Description du poste

Fox Rothschild LLP is seeking a Practice Assistant to support the Tax and Wealth Planning Department. The role requires a minimum of three years of professional work experience and involves handling administrative tasks, document preparation, and client coordination.

The Practice Assistant will work with attorneys and staff to improve operations, conduct basic legal research, and contribute to client projects while maintaining high service standards.