Estate Trust and Tax Legal Assistant

1 month ago

Allentown, United States NORRIS MCLAUGHLIN, P.A. Full time
Job Details

Level
Experienced

Job Location
Pennsylvania Office of Norris McLaughlin PA - Allentown, PA

Position Type
Full Time

Job Category
Legal Admin

Job Description

Responsibilities:
  • Manage attorney calendars and assist in meeting deadlines.
  • Screen attorney incoming calls.
  • Manage all incoming mail; prepare outgoing correspondence.
  • Draft, edit, and finalize estate planning documents.
  • Open new files, prepare conflicts checks and draft engagement letters.
  • Process monthly client billing, attorney time entry, and general office responsibilities.
  • Prepare client binder of completed Estate planning documents.
  • Maintain attorneys' client files.
  • On site attendance as required for this position
  • Understand functionality of all office equipment and systems.
  • Perform other administrative duties as assigned in support of attorneys.
Qualifications:
  • Self-starter able to work independently as well as part of a team.
  • Excellent prioritization and time management skills to meet strict deadlines.
  • Outstanding interpersonal and communication skills, both written and oral.
  • Proficient with MS Office Suite, including advanced use of MS Word.
  • Proficient in the use of document management systems (iManage preferred).
  • Excellent organizational skills; very detail- oriented.
  • Strong client-first work ethic.
  • Strong attention to detail
  • Legal assistant experience, preferably working in an estate planning practice group.
  • Associate degree or equivalent of business experience a plus
  • Microsoft Office Suite


At Norris McLaughlin, we cultivate a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture and beliefs enable us to be a better team.

The Firm does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, age, marital status, civil union status, domestic partnership status, affectional or sexual orientation, genetic information, pregnancy or breastfeeding, sex, gender identity or expression, disability or atypical hereditary cellular or blood trait of any individual, or because of the liability for service in the Armed Forces of the United States or the nationality of any individual or any other characteristic protected by law, in accordance with applicable federal, state, and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, demotion, discipline, termination, lay-off, recall, transfer, leave of absence, compensation, benefits, and training.

  • Trust Officer

    2 weeks ago

    Allentown, Pennsylvania, United States gpac Full time

    We are seeking a seasoned trust officer to provide investment management and trust administration services to high-net-worth clientele for gpac.As a trust officer, you will be responsible for managing personal trust accounts and estates, developing customized solutions to assist clients in meeting their wealth management goals, and administering personal,...

  • Estate Planning Assistant

    3 weeks ago

    Allentown, Pennsylvania, United States NORRIS MCLAUGHLIN, P.A. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at Norris McLaughlin, P.A. in Allentown, PA. The successful candidate will provide administrative support to our attorneys, manage client files, and assist with estate planning and tax-related tasks.Key ResponsibilitiesManage attorney calendars and...

  • Estate Paralegal Specialist

    4 weeks ago

    Allentown, Pennsylvania, United States NORRIS MCLAUGHLIN, P.A. Full time

    Job Title: Estate ParalegalNorris McLaughlin, P.A. is seeking a highly skilled Estate Paralegal to join our team. As an Estate Paralegal, you will provide administrative and research support services to our attorneys, including document preparation and review, interviewing and meeting with clients, research, and fact-checking.Responsibilities:Meet with...

  • Trust Officer

    3 weeks ago

    Allentown, Pennsylvania, United States Gpac Full time

    Trust Officer Job DescriptionWe are seeking an experienced Trust Officer to provide investment management and trust administration services to high-net-worth clientele.Key Responsibilities:Administer personal, estate, and charitable trust accountsAct as fiduciary to make and implement investment decisions per the terms of trustsPrepare detailed asset...

  • Estate Paralegal Specialist

    3 weeks ago

    Allentown, Pennsylvania, United States NORRIS MCLAUGHLIN, P.A. Full time

    Job SummaryWe are seeking a highly skilled and experienced Paralegal to join our Estate Administration team at Norris McLaughlin, P.A. The successful candidate will provide administrative and research support services to our attorneys, including document preparation and review, interviewing and meeting with clients, research, and...

  • Estate Planning Assistant

    2 weeks ago

    Allentown, Pennsylvania, United States NORRIS MCLAUGHLIN, P.A. Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Assistant to join our team at Norris McLaughlin, P.A. As an Estate Planning Assistant, you will play a crucial role in supporting our attorneys in managing attorney calendars, assisting with meeting deadlines, and drafting estate planning documents. ResponsibilitiesManage attorney calendars and...

  • Senior Wealth Planning Strategist

    6 months ago

    Allentown, United States Cornerstone Advisors - Ensure You'll Endure™ Full time

    As a Senior Wealth Planning Strategist, you will: •   Conduct research and develop financial and estate analyses and plans•   Review documents, analyze client situations, and identify actionable insights•   Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications,...

  • Senior Wealth Planning Strategist

    6 months ago

    Allentown, United States Cornerstone Advisors - Ensure You'll Endure™ Full time

    As a Senior Wealth Planning Strategist, you will: •   Conduct research and develop financial and estate analyses and plans•   Review documents, analyze client situations, and identify actionable insights•   Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications,...

  • Tax Accountant

    3 weeks ago

    Allentown, Pennsylvania, United States Berkheimer Tax Innovations Full time

    Embark on a New Career Journey with Berkheimer Tax InnovationsBerkheimer Tax Innovations is a leading Pennsylvania tax collection and administration company seeking a highly motivated and bilingual individual to join our thriving Allentown, PA team as a Customer Support Clerk.Key Responsibilities:Provide exceptional customer service to taxpayers via phone...

  • Lead Wealth Management Consultant

    2 months ago

    Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full time

    Senior Wealth Planning StrategistAt Cornerstone Advisors, we are seeking a dedicated professional to enhance our wealth management services. The ideal candidate will possess a deep understanding of financial strategies and estate planning.Perform in-depth research and create comprehensive financial and estate plans tailored to client needs.Evaluate client...

  • Lead Wealth Management Consultant

    2 months ago

    Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full time

    Senior Wealth Planning StrategistAt Cornerstone Advisors, we are dedicated to providing exceptional financial guidance and strategic planning services. Our Senior Wealth Planning Strategist plays a pivotal role in shaping our clients' financial futures through meticulous analysis and tailored strategies.Conduct in-depth research and formulate comprehensive...

  • Lead Wealth Planning Consultant

    2 months ago

    Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full time

    Senior Wealth Planning StrategistAt Cornerstone Advisors, we are seeking a highly skilled individual to enhance our wealth management services. The ideal candidate will possess a strong background in financial strategy and estate planning.Conduct in-depth research and create comprehensive financial and estate planning analyses tailored to client...

  • Lead Wealth Planning Consultant

    2 months ago

    Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full time

    Senior Wealth Planning StrategistAt Cornerstone Advisors, we are dedicated to providing exceptional financial guidance. As a Senior Wealth Planning Strategist, you will play a crucial role in shaping our clients' financial futures.Key Responsibilities:Conduct in-depth research and create comprehensive financial and estate plans tailored to individual client...

  • Tax Manager

    3 weeks ago

    Allentown, Pennsylvania, United States RKL Full time

    Job Title: Tax ManagerThe Tax Manager is a key member of our team, responsible for delivering a full range of tax services to multiple clients across various industries. As a trusted business advisor, they provide innovative tax planning, consulting, and compliance expertise, ensuring clients achieve the best corporate and individual tax practices.Key...

  • Real Estate/Corporate Attorney

    5 months ago

    Allentown, United States VOYlegal Full time

    VOYlegal is working directly with our client (a law firm consistently named a Top Workplace in the Lehigh Valley) to identify:(1) Corporate/Transactional Attorneys with experience handling varied transactions for buyers, sellers, investors, and business owners in transactional law, including mergers & acquisitions due diligence and compliance, contract...

  • Real Estate/Corporate Attorney

    3 weeks ago

    Allentown, United States VOYlegal Full time

    VOYlegal is working directly with our client (a law firm consistently named a Top Workplace in the Lehigh Valley) to identify:(1) Corporate/Transactional Attorneys with experience handling varied transactions for buyers, sellers, investors, and business owners in transactional law, including mergers & acquisitions due diligence and compliance, contract...

  • Tax and Audit Professional

    2 months ago

    Allentown, Pennsylvania, United States Novogradac Full time

    About the RoleNovogradac & Company LLP is seeking a highly skilled Tax and Audit Professional to join our team. As a Manager, you will be responsible for managing a variety of tax, audit, and other assignments, working with minimal supervision and focusing on supervising and mentoring staff and senior accountants.Your ResponsibilitiesAssume primary...

  • Tax and Audit Manager

    1 month ago

    Allentown, Pennsylvania, United States Novogradac Full time

    Job SummaryNovogradac & Company LLP is seeking a highly skilled Tax and Audit Manager to join our team. As a key member of our team, you will be responsible for managing tax and audit assignments, supervising staff, and mentoring senior accountants. You will also be expected to develop and strengthen client relationships, identify opportunities for growth,...

  • Federal Tax Senior Manager

    3 weeks ago

    Allentown, Pennsylvania, United States Baker Tilly Full time

    Join Baker Tilly as a Federal Tax Senior ManagerBaker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking a highly skilled Federal Tax Senior Manager to join our team in Commercial...

  • Income Tax Manager

    2 months ago

    Allentown, United States Jobot Full time

    Job DescriptionJob DescriptionHYBRID Income Tax Manager (Relocation Assistance) / $$$ / amazing company, work life balance, top compensation and bonuses!!This Jobot Job is hosted by: Jillian MorganAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $150,000 - $215,000 per yearA bit about us:This growing and...