Tax Law Professional
3 weeks ago
We're seeking a diligent Tax Law Professional to provide front-line administrative support, customer service, and direct legal support to our Legal & Tax Teams. As an Administrative Legal Assistant, you will play a critical role in ensuring the smooth operation of our office, supporting our teams to achieve excellence in client service and operational efficiency.
This role is ideal for an organized, detail-oriented professional who thrives in a fast-paced, client-centric environment. The salary for this position is approximately $43,000 yearly.
Key Responsibilities:- Client-Focused Tasks:
- Act as the first point of contact by answering calls and greeting visitors, ensuring a warm and professional environment.
- Follow up with potential new clients before and after initial consultations to ensure all necessary documentation and engagement materials are provided and received.
- Interact with clients to build relationships through phone, email, and in-person; schedule appointments and meetings, ensuring clear communication of expectations.
- Schedule and maintain appointments for clients and prospects, coordinating with team calendars to ensure deadlines are met.
- Assist in the onboarding process for new clients, including preparing engagement agreements and collecting necessary documentation.
- Maintain consistent and effective communication with clients to update them on appointments, deliverables, and firm expectations.
- Legal Support Tasks:
- Maintain and organize the firm's calendar to track statutory deadlines, court appointments, and tax filings.
- Coordinate with the IRS, courts, and administrative agencies to manage schedules for hearings, motions, and appearances.
- Administrative Tasks:
- Ensure office systems, calendars, and records are organized and reflect up-to-date information.
- Manage incoming mail by sorting, scanning, and routing it appropriately.
- File and organize documents within client files and sub-files to maintain an orderly system.
- Make copies and scan documents.
- Organize client files and ensure all correspondence, including voicemails and emails, are documented accurately.
- Handle office correspondence such as letters, emails, and thank-you notes.
- Oversee post-engagement activities and close files.
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