Paralegal - Tax

Key Responsibilities

• Assist with managing and organizing materials and information related to the tax aspects of matters, transactions, and tax controversies.
• Conduct research on ERISA, IRC, DOL and other related issues as requested by attorneys.
• Prepare, manage, and review materials for government filings.
• Update and maintain inventories of documents, filings, communications and records related to matters, cases, transactions, or plans.
• Assist Estate Planning and Administration attorneys with assembling and filing relevant plans, ancillary documents, client communications and tax forms.
• Aid in preparing tax exemption filings, including pre-screening, application submissions and tax exempt status requests.
• Conduct legal research and analyze tax requirements related to specific practice areas.
• Review and index document production.
• Organize and compile client-related documentation.
• Review and summarize depositions and hearing transcripts.
• Review, index and summarize FOIA production from IRS and other agencies.
• Prepare various IRS and state-level forms.
• Assist with preparing trial exhibits.
• Assist with drafting correspondence and court filings.
• Maintain client-related electronic files.
• Schedule conferences, client-related meetings, court appearances and deadlines.

Job Requirements

• Associates degree or Bachelor’s degree with a major in paralegal studies, or
• A Bachelor’s degree with an unrelated major, and have:
• A certificate from an ABA approved paralegal training program specializing in the area for which the candidate is being considered;
• Two years’ experience in the area of specialization for which the candidate is being considered or other comparable experience;
• Unique qualifications, experience, or training which fill a specific need within FBT Gibbons.

• Minimum of 3 years of experience as a paralegal or in other legal/tax services roles.
• Proficient computer skills using MS Office applications.
• Strong research skills.
• Exceptional accuracy and attention to detail in preparing and reviewing documents.
• Strong verbal and written communication skills.
• Ability to work with set goals and achieve them.
• Ability to analyze situations and solve problems effectively.
• Ability to work under pressure and with time constraints.
• Ability to work independently and collaboratively in a team environment.
• Strong organizational and attention to detail skills.
• Flexibility to work overtime as needed.

Benefits

• Competitive salary.
• A comprehensive benefits package, including health care coverage (medical, dental, and vision), life insurance, short- and long-term disability, paid parental leave, employee wellbeing and EAP programs, paid time off, and a 401(k) retirement plan with employer matching and profit-sharing.