Legal Support Specialist

About the role

Join our Legal Support Specialist team located in our San Francisco office. This position provides high-level secretarial and administrative support to five or more attorneys.

Responsibilities

• Maintain and organize litigation case files (electronic and physical), ensuring accuracy, consistency, and compliance with firm and court protocols
• Prepare, format, proofread, and process legal documents, including pleadings, motions, discovery materials, and correspondence
• Cook up, execute e-filings in state and federal courts, ensuring adherence to jurisdictional rules and deadlines
• Coordinate and execute e-filings in state and federal courts, ensuring adherence to jurisdictional rules and deadlines
• Maintain litigation calendars and track key dates, including court appearances, filing deadlines, and depositions
• Aid with discovery processes, including document collection, review, production, and organization
• Prepare deposition materials, exhibits, trial binders, and hearing notebooks
• Manage document databases, including scanning, coding, and organizing case materials for efficient retrieval
• Conduct basic legal and factual research to support case strategy and attorney requests
• Track and manage service of process and document deliveries, ensuring proper execution and documentation
• Aid in trial preparation, including coordination of logistics, materials, and scheduling
• Aid in preparing tax-related legal documents, filings, and correspondence
• Compile and organize documentation for tax planning and transactional matters
• Prepare tax agendas, reports, and supporting materials for client matters
• Aid in assembling and maintaining closing binders and transaction records
• Manage attorney calendars, including scheduling of meetings, court appearances, and client engagements
• Handle time entry, matter opening, engagement letter preparation, and billing coordination, including invoice review and processing
• Arrange travel and process expense reimbursements
• Communicate professionally with clients, opposing counsel, courts, and internal stakeholders
• Prepare reports, correspondence, and general administrative documentation
• Provide overflow and backup support to other legal support staff as needed
• Contribute to team operations by supporting workflow demands across litigation and tax practices

Qualifications

• Established understanding of tax litigation laws as they relate to individuals, partnerships, estates and corporations
• Familiarity with IRS, State and local tax agencies, including Franchise Tax Board
• Strong ability to maintain high standards, use good judgment and seek out ways to contribute and anticipate needs
• Strong attention to detail, organizational skills and ability to manage time effectively
• Excellent interpersonal skills, communication skills and the ability to collaborate well on a team
• Ability to work under pressure to meet strict deadlines
• Bachelor’s Degree or equivalent experience preferred
• Minimum 5 years of experience as a legal secretary in a business law practice with exposure to the tax litigation practice area
• Demonstrated curiosity and adaptability with respect to evolving AI tools and technologies in the professional services environment
• Computer proficiency in Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook, as well as document management and other office technologies, expertise in e-filing
• Proactive approach to adopting emerging AI technologies and contributing to a culture of innovation is strongly valued

Skills & Competencies

• Established understanding of tax litigation laws as they relate to individuals, partnerships, estates and corporations
• Familiarity with IRS, State and local tax agencies, including Franchise Tax Board
• Strong ability to maintain high standards, use good judgment and seek out ways to contribute and anticipate needs
• Strong attention to detail, organizational skills and ability to manage time effectively
• Excellent interpersonal skills, communication skills and the ability to collaborate well on a team
• Ability to work under pressure to meet strict deadlines
• Bachelor’s Degree or equivalent experience preferred
• Minimum 5 years of experience as a legal secretary in a business law practice with exposure to the tax litigation practice area
• Demonstrated curiosity and adaptability with respect to evolving AI tools and technologies in the professional services environment
• Computer proficiency in Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook, as well as document management and other office technologies, expertise in e-filing
• Proactive approach to adopting emerging AI technologies and contributing to a culture of innovation is strongly valued

Benefits

We offer a comprehensive benefits package including:

• Competitive compensation
• Excellent benefits package
• The opportunity to work within an innovative and collaborative environment
• Discretionary bonus
• Health insurance with an optional HSA
• Short term disability, long term disability, dental insurance, vision care, life insurance
• Healthcare and Dependent Care Flexible Spending Accounts
• 401K
• Vacation, sick time, and an employee assistance program
• Voluntary programs including: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance
• Pursuant to the San Francisco Fair Chance Ordinance and the California Fair Chance Act, we will consider for employment qualified applicants with arrest and conviction records.

Pay

The expected pay range for this position is $53.12 - $58.14 per hour. Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law.