Legal Assistant

Job summary

Liaise with clients and institutions to gather information for tax planning and administration, and draft or revise tax and corporate documents. Manage calendars, organize and maintain client files, prepare drafting materials and precedents, and provide clerical support to other practice areas.

Job details

Seeking a Legal Assistant with 5+ years of legal experience to support tax planning, document drafting, and tax administration matters in Calgary. The ideal candidate has strong organizational skills, excellent attention to detail, and experience managing complex legal files in a professional law firm environment. Responsibilities Liaise directly with clients to gather information for tax planning Prepare first drafts of tax documents and revise them based on client instructions Manage calendars for intake calls, conferences, and meetings Handle printing, scanning, emailing, and digital file maintenance Correspond with banks and other institutions to obtain information for tax matters Prepare documents required for tax administration Organize client documents and prepare materials for drafting Draft and review corporate and tax documents Maintain organized electronic and physical client files Assist with creating document precedents and checklists Provide overflow clerical support to other practice areas Qualifications Legal Assistant certification or diploma from a recognized college or university 5+ years of Tax or Corporate experience in a law firm required Experience with legal software programs Strong knowledge of Microsoft Outlook, Word, Excel, and Adobe Acrobat Experience with Clio, NetDocuments (NetDocs), and SAP Concur preferred Excellent communication, organizational, and time-management skills Exceptional attention to detail and reading comprehension Ability to build positive working relationships with lawyers, clients, and staff Proactive, reliable, independent, and detail-oriented High level of professionalism, confidentiality, and discretion Ability to manage competing deadlines, work under pressure, and exercise sound judgment

What you’ll do

Liaise with clients and institutions to gather information for tax planning and administration, and draft or revise tax and corporate documents. Manage calendars, organize and maintain client files, prepare drafting materials and precedents, and provide clerical support to other practice areas.

Requirements

Requires a legal assistant certification or diploma and at least five years of tax or corporate legal experience in a law firm. Candidates should have legal software experience, strong Microsoft Office and Adobe Acrobat skills, excellent organization and communication, attention to detail, discretion, and the ability to manage competing deadlines.

Listed skills

• Microsoft Outlook · Preferred
• Microsoft Word · Preferred
• Microsoft Excel · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Tax Planning
• Tax Administration
• Legal Document Drafting
• Corporate Documents
• Client Communication
• Legal File Management
• Calendar Management
• Document Review
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Adobe Acrobat
• Clio
• NetDocuments
• SAP Concur
• Attention To Detail

Job areas

• Legal
• Administrative

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