Legal Assistant

**PURPOSE OF POSITION:** The Legal Assistant provides comprehensive administrative and paralegal\-adjacent support to the Supervising Tax Attorney and the broader Tax Attorney team, ensuring efficient case administration, accurate document preparation, and seamless coordination across the tax practice’s compliance and controversy matters. This role blends traditional administrative assistant functions with foundational legal support tasks, requiring exceptional organizational skills, sound judgment, and the ability to manage sensitive client and case information with discretion. **ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:** **Administrative Legal Support: Attorney \& Calendar Coordination \_20%\_** 1\. Coordinates and maintains calendars for the Supervising Tax Attorney and Tax Attorney team, scheduling client meetings, IRS deadlines, hearings, and internal case reviews. 2\. Schedules and prepares virtual and in\-person meetings (Zoom/Teams) by adding required and optional attendees, ensuring links, agendas, and supporting case materials are distributed in advance. 3\. Tracks attorney deadlines, statute\-of\-limitations dates, and filing windows, providing proactive reminders to prevent missed deadlines. 4\. Coordinates travel, client meetings, and logistics for attorney court appearances, hearings, and off\-site client visits. **Administrative Legal Support: Case File, Document \& Correspondence Management \_20%\_** 5\. Opens, organizes, and maintains client case files within Clio (or the firm’s designated practice management system), ensuring accurate matter setup and document indexing. 6\. Reorganizes, bookmarks, and restructures large or complex PDFs (case files, IRS transcripts, audit records) to support attorney review and IRS submission requirements. 7\. Prepares, formats, and proofreads legal correspondence, engagement letters, IRS Powers of Attorney (Form 2848\), and related tax controversy documents for attorney signature. 8\. Completes IRS and internal forms with a high degree of accuracy, ensuring all data is verified, compliant, and ready for attorney review. 9\. Uploads and files required documents to IRS systems and portals, ensuring all submittals meet regulatory formatting and documentation standards. 10\. Reviews incoming mail and electronic correspondence related to tax compliance matters, identifies required actions, and routes items to the appropriate attorney. 11\. Maintains document retention and confidentiality protocols consistent with firm policy and applicable attorney\-client privilege requirements. 12\. Attends weekly tax controversy meeting with attorneys. **Administrative Legal Support: Client Intake \& Communication Support \_15%\_** 13\. Serves as a primary point of contact for client scheduling requests, coordinating availability for the Supervising Tax Attorney and Tax Attorney team. 14\. Drafts clear, professional client status updates and case correspondence for attorney review, ensuring cl