Tax and Wealth Planning Client Service Specialist

1 week ago

Miami, Florida, United States Fox Rothschild Full time
Job Summary

We are seeking a highly skilled and detail-oriented Client Service Specialist to join our Tax and Wealth Planning team. As a key member of our Client Services Team, you will provide exceptional administrative support to our attorneys, ensuring seamless client interactions and efficient workflow management.

Key Responsibilities
  • Provide superior client service by answering and screening calls, and providing other client assistance as needed.
  • Work closely with attorneys, paralegals, and clients to ensure seamless transfer of information.
  • Manage client-specific data to enhance the overall approach to dedicated interactions.
  • Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinate with other support services to complete work.
  • Manage attorney calendars and assist in meeting deadlines, including tax-related deadlines and client calls/meetings.
  • Prepare legal documents, memoranda, and correspondence from draft or dictated text.
  • Create, edit, format, and proofread documents, spreadsheets, and presentations with the highest level of accuracy and attention to detail.
  • Assist multiple attorneys as primary assignment and provide additional support, back-up, and PTO coverage for the CSS assigned to the team.
  • Transmit legal documents, memoranda, and correspondence to clients, witnesses, and court officials by electronic filing, fax, email, mail, and/or messenger.
  • Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
  • Calendar all critical deadlines and other dates requiring action into a calendaring database and ensure accurate calculations, including tax-related deadlines; maintain and manage these deadlines.
Requirements
  • Associate's Degree preferred; Bachelor's Degree a plus; applicable work experience may be considered in lieu of a degree.
  • Minimum of three (3) years related experience at a law firm or legal or corporate department required.
  • Ability to effectively gather and summarize data for reports, find solutions to various administrative problems, and prioritize work.
  • Must exhibit a high degree of initiative in managing multiple priorities simultaneously in a fast-paced, high-pressure, deadline-driven, and detail-oriented work environment utilizing excellent judgment, initiative, decision-making skills, and the ability to work independently.
  • Excellent verbal and written communication skills. High level of inter-personal skills required to handle sensitive and confidential situations.
  • Position requires a highly professional demeanor and appearance, including possessing poise, tact, and diplomacy.
  • Ability to maintain the highest level of confidentiality and provide outstanding customer service to internal and external clients/contacts.
  • Proven proficiency using legal terminology and experience working in related practice area(s).
  • Experience with court/administrative related agency filings and meeting related deadlines.
  • Possess a high level of proficiency using a variety of office equipment, including personal computers, telephones, transcription equipment, printers, and copiers.
  • Keyboarding skills of 60 wpm or higher required.
  • Must have intermediate-level working knowledge of the MS Office Suite, including Outlook, Word, Excel, and PowerPoint.
Work Environment and Physical Demands

This job operates in a clerical, office setting. This role routinely uses standard office equipment, including computers, telephones, printers, and copiers.

Medium Work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects 20 to 50 pounds frequently, and/or greater than negligible up to 10 pounds.

Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

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