Business, Tax and Estate Planning Legal Assistant

Key Responsibilities

• Schedule appointments, coordinate meetings, and maintain attorney calendars.
• Prepare corporate and business records, business transaction signature packets, estate planning portfolios, and tax-related documentation, and coordinate delivery to clients.
• Maintain a working knowledge of corporate entities, governance structures, mergers & acquisitions, estates, trusts, probate, and tax-related processes and terminology.
• Support tax matters by organizing documentation, assisting with tax filings, extensions, and elections, and coordinating correspondence with taxing authorities as needed.
• Proofread, format, convert, and edit a wide range of legal documents, including trusts, wills, corporate governance documents, entity formation documents, and correspondence.
• Create draft and shell documents such as client correspondence, engagement letters, resolutions, consents, and tax-related letters.

Requirements

• An associate’s degree or certificate in legal assistant or paralegal studies is preferred.
• Ability to manage multiple projects and competing priorities simultaneously.
• Strong organizational and time-management skills.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Professional, client-focused demeanor.
• EstateWorks experience.

Benefits

• Medical
• Dental
• Life
• LTD
• 401(k)/profit sharing
• Tuition reimbursement
• Employee Assistance Programs
• Transit subsidy
• Paid holidays
• Vacation
• Sick time off