Legal Assistant – Tax

4 weeks ago

Toronto, Canada Payroll & Benefits Coordinator | Toronto ON Full time

Overview

Our client is searching for a Legal Assistant to join their team. Working directly with the Managering Partner and a Senior Associate, you will provide support in this dynamic Tax and Estates team.

Responsibilities

- Assist with preparation of correspondence and legal documents relating to areas of taxation and estate planning including complex wills, family trusts and estate administration;
- Ensure time-sensitive documents are managed effectively;
- Organize, open, manage and close client files;
- Prepare reports – estate planning and corporate reorganizations;
- Enter dockets and process monthly accounts;
- Maintain tickler systems to monitor key dates for task management;
- Schedule meetings and co-ordinate appointments as required ensuring the lawyer’s calendar is up-to-date, including adding events, rescheduling appointments and providing daily briefings;
- Act as a point of contact for incoming and outgoing communications including phone calls, emails, and documents for clients and vendors;
- Plan and organize internal firm events, such as, lawyer events and client events; and
- Other duties as assigned.

Qualifications

- Successful completion of a Legal Assistant program at a recognized community college
- Minimum of 5 years’ experience working in a law firm or in professional services within Tax and Estates
- Proficiency in Microsoft Office (including Word, Excel, and Outlook)
- Working knowledge of Adobe/Kofax PDF, DocuSign, Workshare Compare, Closing Folders, CorpLink and Carpe Diem
- Experience working with a document management system, e.g., iManage
- Possess well-developed organizational and time management skills in order to manage multiple priorities with ease in order to meet tight deadlines
- Strong communication and interpersonal skills help you to build relationships and provide excellent client service
- As a confident self-starter, you work well both independently, and in a team environment
- Operate with a high degree of accuracy and strong attention to detail
- Show good judgment, discretion and respond well to constructive feedback.

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