Practice Assistant - Tax and Wealth Planning

Fox Rothschild LLP • Exton, PA • 2h ago

Description

Fox Rothschild LLP is seeking a Practice Assistant, with a minimum of two (2) years of professional work experience, to support the Tax and Wealth Planning Department.

SUMMARY: The Practice Assistant is a direct support professional who works with a broad range of attorneys and staff to complete administrative responsibilities, identify and implement improvements for practice operations, contribute to client projects through basic legal research and document support, and perform various special projects.

ESSENTIAL FUNCTIONS:

Manage and process all tax and wealth planning related administrative tasks including:

Communicate with clients and attorneys.

Scan and index estate and tax documents.

Maintain 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 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 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.

ADDITIONAL FUNCTIONS:

Other related duties, as assigned.

Annual billable hour requirement - 700

QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):

Education:

BA or BS degree, preferred or Associate's degree or paralegal certificate with a minimum of 2 years of professional services firm or in-house legal Department experience required.

Experience:

Minimum of 2 years of professional work experience (law firm, preferred). Previous work experience in a law firm or other client service environment is a plus.

Knowledge, Skills, & Abilities:

Excellent PC skills, including but not limited to proficiency in Excel, Outlook, and Word.

Experience with Adobe PRO/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 within a fast-paced environment with competing demands.

Excellent verbal and written communication skills.

Demonstrate flexibility regarding client and legal team requests.

Achieve high level of productivity.

Excellent customer service and interpersonal skills.

Work Environment & Physical Demands:

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

DISCLAIMER

Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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