Practice Assistant - Tax and Wealth Planning
About The Position
Fox Rothschild LLP is seeking a Practice Assistant with at least three years of professional work experience to support its Tax and Wealth Planning Department. The role provides direct administrative support to attorneys and staff, helps improve practice operations, contributes to client projects through basic legal research and document support, and handles special projects. The position has an annual billable-hour requirement of 700. The role operates in a clerical office setting and requires consistent in-office attendance based on business needs. It routinely uses standard office equipment. The work is sedentary and involves sitting most of the time, with walking and standing often necessary; the employee must be able to move objects weighing up to 10 pounds. Applicants must currently be authorized to work in the United States on a full-time basis now and in the future. Fox Rothschild LLP states that it is under no obligation to provide sponsorship. Employment is at-will, and qualified applicants are considered without regard to protected characteristics.
Requirements
- At least three years of professional work experience.
- A high school diploma or equivalent is required.
- A bachelor's degree is preferred, or an associate's degree or paralegal certificate with at least three years of professional services firm or in-house legal department experience is required.
- Excellent PC skills, including proficiency in Excel, Outlook, and Word.
- Experience with Adobe PRO or Nuance PDF.
- Strong time management skills.
- Excellent verbal and written communication skills.
- Attention to detail.
- Ability to handle multiple tasks simultaneously in a team environment.
- Ability to multitask using analytical and problem-solving skills in a fast-paced environment with competing demands.
- Flexibility regarding client and legal team requests.
- Ability to achieve a high level of productivity.
- Excellent customer service and interpersonal skills.
- Must be currently authorized to work in the United States on a full-time basis now and in the future.
Nice To Haves
- Previous work experience in a law firm is preferred.
- Previous work experience in a client service environment is a plus.
Responsibilities
- Manage and process tax- and wealth-planning-related administrative tasks.
- Communicate with clients and attorneys.
- Scan and index estate and tax documents.
- Maintain the vault of original estate planning documents.
- Prepare signing instruction memoranda and finalize estate documents for signature.
- Prepare estate plan binders for clients.
- Compile exhibits to pleadings, agreements, and tax returns.
- Prepare and update estate and trust administration checklists.
- Coordinate with the Accounting Department for billing purposes.
- Review and summarize wealth-planning-related materials, including estate plans.
- Prepare and open files in the firm's proprietary case management software.
- Photocopy and scan estate documents in case management software for use by the team.
- Calendar probate, trust, and tax deadlines.
- Conduct internet research, including real property deed searches.
- Obtain notary public certification to provide notary services to team members and clients.
- Provide excellent client service to all team members.
- Perform other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
