Legal Assistant - Tax and Business

Job Description

Job Description

About Us

We're a dynamic law firm specializing in estate planning and business formation with offices in Mesa and Scottsdale. Our team is committed to delivering exceptional client outcomes through strategic planning that helps high-net-worth individuals and business owners achieve their goals. We pride ourselves on fostering professional growth while maintaining the highest standards of client service.

About the Role

We're seeking a Legal Assistant who excels at building client relationships and identifying strategic opportunities for our high-net-worth clientele. This role is ideal for someone who thrives on client interaction, takes initiative in business development, and enjoys being the trusted point of contact who guides clients through their estate and business planning journey. You'll have the autonomy to manage client relationships independently while working with our attorneys to execute sophisticated planning strategies.

What You'll Do

Client Relationship Management

• Take ownership of post-meeting client engagement, ensuring seamless follow-through on planning recommendations
• Identify and communicate internally additional planning opportunities based on client needs and changing circumstances
• Build trusted relationships with high-net-worth clients, becoming their go-to resource for questions and updates
• Proactively communicate with clients about plan implementation, deadlines, and next steps
• Maintain detailed client interaction records in our CRM system

Document Preparation & Case Management

• Prepare estate planning and business formation documents using our established templates and document assembly tools
• Execute strategic planning outlines provided by attorneys, ensuring accurate and timely document completion
• Coordinate multi-state entity filings and business registrations
• Manage comprehensive case files using systematic, organized approaches
• Monitor critical deadlines for plan implementation and entity compliance

Business Development Support

• Identify cross-selling and upselling opportunities within existing client relationships
• Present additional services and planning strategies that align with client goals
• Support client retention through exceptional service and proactive communication
• Contribute to referral generation through satisfied client relationships
• Ability to answer phones and make outbound calls.

Administrative Excellence

• Master our CRM and document assembly systems, adapting to our upcoming software transition
• Maintain organized digital and physical filing systems
• Coordinate with state agencies for entity formations and registrations
• Support attorneys with meeting preparation and follow-up coordination

What We're Looking For

Required Qualifications

• Education: Paralegal certificate, Associate's degree, OR equivalent experience in client-facing professional roles
• Experience: 1+ years in client relationship management, sales, or legal support environment
• Technical Skills: Proficiency with CRM systems and document management platforms; ability to quickly learn new software
• Communication: Excellent verbal and written communication skills with a consultative approach to client relationships

Essential Skills & Abilities

• Proven ability to work independently with minimal supervision while maintaining client satisfaction
• Self-starter mentality with drive to identify business opportunities and take initiative
• Strong relationship-building skills with high-net-worth individuals and business owners
• Systematic approach to managing multiple client relationships and deadlines
• Natural inclination toward business development and strategic thinking
• Comfortable with change and learning new systems during software transitions

Preferred Experience

• Background in estate planning, business formation, or wealth management
• Experience with high-net-worth client service
• Track record of identifying business development opportunities
• Familiarity with multi-state business registrations

Why You'll Love Working Here

Recognition for Initiative

• Individual recognition for business development contributions and client relationship success
• Opportunity to be the trusted expert clients turn to for guidance
• Performance-based bonus opportunities for client retention and business development
• Professional development support to enhance your expertise

Ideal Work Environment

• Structured, professional environment serving sophisticated clientele
• Autonomy to manage your client relationships and develop your own systems
• Direct communication style with minimal unnecessary meetings
• Private workspace to support focused client interaction and detailed work

Compensation & Benefits

Hourly Rate: $18 - $22 per hour, based on experience and qualifications

Benefits Package:

• Health insurance coverage options
• Paid time off and holiday pay
• Professional development opportunities
• Supportive team environment during growth and transitions
• Work Schedule: Full-time position with standard business hours.

E04JI800hta3407n63s