Legal Assistant, Tax
3 months ago
**Job Description**:
At McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of _Canada’s Top 100 Employers_ and one of_ Canada’s Best Diversity Employers_. Our culture is built on professional excellence, collaboration, innovation, thought leadership and entrepreneurialism. We embrace inclusion in all its forms and we provide the tools and opportunities to help our people develop to their full potential.
This position is based out of **Calgary**. McCarthy Tétrault employees benefit from a hybrid work environment.
**As a Legal Assistant (Tax), you will be**:
- Documents_
- Preparing, editing, formatting, printing, scanning and revising correspondence, memoranda, large transaction documents, reports, forms, labels and other printed material through dictation, copy typing or other instructions, in accordance with the requirements set by the practice group.
- Leveraging a high level of expertise in PowerPoint to create and meticulously revise diagrams and presentations, ensuring clarity, visual impact, and accurate conveyance of complex information.
- Coordinating and dispersing tasks to be performed by various resource groups such as the Document Specialists, Administrative Clerks, Billing Assistants, etc. where appropriate while ensuring tasks are completed in a timely manner.
- Proofreading documents and checking for appropriate formatting, spelling, grammar and clarity.
- File and Time Management_
- Managing files including: opening new files, maintaining large and complex files, developing, maintaining and utilizing an orderly filing and retrieval system to ensure ease of reference to historical paper or electronic records, organizing law and precedent files.
- Working with Records Management and Administrative Clerks to create, maintain and store client files as appropriate.
- Updating calendars for assigned lawyers, including their meetings, appointments, due dates and client-related activities.
- Lawyer / Client Support_
- Coordinating lawyer travel arrangements, including preparing itineraries and travel expense reports.
Updating contact names and addresses in the client database on a regular basis.
- Coordinating client meetings, including scheduling rooms and arranging for needed catering or audio-visual equipment.
- Mail, Fax and Phone Reception Functions_
- Reviewing and routing incoming mail and fax communications; preparing and processing outgoing mail and faxes; and arranging for specialized mail or messenger services as required.
- Receiving, handling, screening and/or directing incoming calls as directed by lawyers; responding to routine inquiries and requests from clients; and taking messages as required.
- Financial and Administrative Functions_
- Assisting with the preparation and finalization of time entry on a daily basis according to firm standards in preparation for Billing Assistant to process.
Working with Finance to coordinate new Client and Matter openings (KYC);
- Coordinating activities with functional area staff (Office Services, Marketing, etc.), as needed.
Providing consistent backup support when assistants are absent; providing support to assistants who may be managing multiple tasks and/or difficult deadlines; and working proactively as a positive and productive member of the team.
- Other_
- Maintaining and updating job knowledge and technical skills by identifying and participating in education opportunities.
- Other duties as assigned.
- Legal Assistant diploma or college certificate in office administration or Information & Communications Technologies or equivalent.
- Minimum 3 years of experience as a legal assistant or as an assistant with experience ideally acquired in a professional services environment.
- In-depth knowledge of business and legal terminology.
- Strong attention to detail and superior word processing, spelling, proofreading and editing skills.
- Capacity to perform duties with speed and accuracy.
- Demonstrated skill in collaboration and the capacity to effectively function within a team setting.
- Strong time management, organizational and multi-tasking skills and ability to work under pressure to meet important deadlines.
- Ability to follow-up on files and delays with mínimal supervision.
- High level of discretion and confidentiality.
- Flexibility to occasionally work overtime.
**As a member of the McCarthy team, you will have access to**:
- Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
- Competitive compensation, paid overtime and generous time off, including a day off to volunteer and a day off for your birthday.
- A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
- Strong community involvement and a commitment to equity, div
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