Tax Legal Secretary
About The Position
Boutin Jones has an opening for a Tax Legal Secretary. This role is an integral part of our team providing direct support for attorneys. Applicant must have five+ years of experience as a legal secretary, three of which will have come as either a tax, corporate/transactional or litigation secretary or paralegal in a law office or law-related office. Must have computer skills to meet standards of accuracy and speed set by this office. Spelling, grammar and punctuation must be exceptional. Basic ability in math and report keeping is needed. Completion of at least two years of college or vocational school is helpful but not required. The candidate will have a team spirit attitude, be able to meet and communicate with people pleasantly and represent the law office in an efficient, professional manner. Must be a team player with the willingness to help with coverage.
Requirements
- five+ years of experience as a legal secretary, three of which will have come as either a tax, corporate/transactional or litigation secretary or paralegal in a law office or law-related office
- computer skills to meet standards of accuracy and speed set by this office
- Spelling, grammar and punctuation must be exceptional
- Basic ability in math and report keeping is needed
- Completion of at least two years of college or vocational school is helpful but not required
- team spirit attitude
- be able to meet and communicate with people pleasantly and represent the law office in an efficient, professional manner
- team player with the willingness to help with coverage
- Windows 10 Pro
- Proficiency in Microsoft Office Suite: Word, Outlook, Excel, PowerPoint.
- Experience with document management system.
- Experience with document comparison software.
- Experience with document formatting software.
- Experience with electronic calendaring and docketing.
- Experience with Foxit / PDF Pro.
- Experience with Scanning/OCR software
Responsibilities
- Performs secretarial and clerical duties.
- Processes mail daily.
- Handles phone calls for attorneys and paralegals.
- Responds to and generates email messages.
- Initiate and draft routine correspondence and documents for approval by attorneys.
- Schedules appointments and events.
- Receive and greet clients.
- Maintains electronic calendar for attorneys and self.
- Makes travel arrangements, hotel reservations and continuing education registrations for attorneys.
- Familiarity with law libraries.
- Familiarity with Courts, Secretary of State and County Recorder filing procedures and requirements.
- Performs conflicts checks for potential new clients and existing clients.
- Perfects documents for filing with various administrative agencies; files such documents and follow through as necessary.
- Prepares and edits complex Word and Excel documents, including preparation of indices and tables of contents.
- Opens New Client / Matters in accordance with firm procedure.
- Creates and maintains files, keeps records and prepares reports as requested.
- Performs other duties as required.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
