CA EmploymentAlert | Legal Assistant, Tax & Estates
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Job Title


Legal Assistant, Tax & Estates


Company : EStaffSearch


Location : Toronto, Ontario


Created : 2025-01-10


Job Type : Full Time


Job Description

Our client is recruiting for an experienced Legal Assistant to join their Tax and Estates team. This firm offers a hybrid work model and an environment that encourages mentoring, inspires enthusiasm, and motivates and challenges employees to put forth their best efforts in achieving personal and firm goals. Summary of 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 and manage client files;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;Acting as a point of contact for incoming and outgoing communications including phone calls, emails, and documents for clients and vendors;Planning and organizing internal firm events, such as, Lawyer events and client eventsGeneral administrative duties including entering dockets and processing accounts; andOther duties as assigned.Core Skills & Requirements:Minimum of 5 years of legal experience, Tax and Estates law an assetProficiency in Microsoft Office 365 (including Word, Excel, Outlook)Working knowledge of Adobe Pro/Kofax and DocuSignExperience working with a document management system, e.g., IManagePossess well-developed organizational and time management skills in order to manage multiple priorities with ease in order to meet tight deadlinesStrong communication and interpersonal skills to help build relationships and provide excellent client serviceA confident self-starter, who works well both independently, and in a team environmentOperate with a high degree of accuracy with strong attention to detailShow good judgment, discretion and respond well to constructive feedback