Job Description

Experienced Tax or Estate Planning Legal Assistant Position in Bainbridge Island, WA. Integrated Law, PLLC is seeking a seasoned Legal Assistant with a minimum of 5 years of legal administrative experience, specializing in tax law and/or estate planning. If you excel in a fast-paced environment, value teamwork, and prioritize attention to detail and professionalism, we want to hear from you. Join our expanding law firm located on Bainbridge Island, specializing in consultative tax and estate planning. Our culture promotes collaboration, respect, and a genuine dedication to assisting others, all while building meaningful connections with clients and colleagues. We provide a variety of high-level services, including tax planning, estate planning, probate and trust administration, and small business planning. Our inclusive and supportive work environment is committed to delivering exceptional service to clients, emphasizing kindness and mutual respect. Compensation: Competitive hourly rate of $30 - $35, depending on experience, plus potential for performance-based bonuses. Potential to move to a salaried position after a 90-day probationary period. Comprehensive benefits package includes health insurance, retirement plans, paid time off, and more. Responsibilities: • Prepare legal forms, documents, and correspondence related to new client intake, estate planning, probate, tax, and business matters: Ensures accuracy and timeliness in handling client matters, fostering trust and reliability. • Track and adhere to established timeframes to meet office, tax, and court deadlines : Maintains client confidence by ensuring all legal requirements and deadlines are met without delay. • Edit documents based on requests from associate attorneys, paralegals, and other paraprofessionals : Guarantees that all client documents are precise and professionally presented. • File and send original documents (deeds) and pleadings to the court and various counties for recording : Ensures legal documents are properly processed and recorded, safeguarding client interests. • Review files to ensure all pertinent information and documentation is present : Verifies completeness and accuracy, preventing any oversight that could affect client outcomes. • Contact court personnel, county recording offices, state department of revenue, and associate attorneys to verify and gather information : Facilitates smooth communication and coordination, ensuring all necessary information is obtained for client cases. • Maintain estate planning case files; open, set up, update, and close case files as appropriate : Keeps client files organized and up to date, ensuring efficient case management. • Set estate planning matters for signing; ensure original documents are returned to the client as appropriate : Coordinates signing appointments and document returns, enhancing client satisfaction and trust. • Provide support to associate attorneys, paralegals, and paraprofessionals, confirming all required documentation has been received : Ensures all necessary documents are in place, supporting seamless client service. • Prepare final estate planning portfolios, ensuring compliance with expected and legal timeframes : Assembles comprehensive portfolios for clients, demonstrating thoroughness and attention to detail. • Assist attorneys by attending client meetings, taking notes, and organizing documents : Enhances client interactions by providing organized and accurate documentation. • Respond to client questions and outside agencies regarding procedures and case/matter status : Provides clear and timely communication, addressing client concerns and inquiries effectively. • Ensure case/matters are paid in full; close physical and electronic files, returning all client original documents timely : Manages case closure efficiently, ensuring clients receive their documents and finalizes billing. Qualifications: • Minimum of 5 years of legal administrative experience, specializing in tax law and/or estate planning. • Demonstrated knowledge of legal terminology, court rules, and administrative procedures in estate planning, tax, and business law. • Ability to establish and maintain effective professional relationships with the public, colleagues, courts, clients, and external business personnel. • Proficiency in operating office equipment and computer software. • Strong typing and document proofreading skills related to litigation and legal matters. • Excellent communication skills, both verbal and written. • Ability to efficiently manage multiple duties with competing priorities. • Maintaining the confidentiality of sensitive information is crucial. About Company: Integrated Law, PLLC is a consultative and enterprising law firm dedicated to providing top-tier legal services in the areas of tax law and compliance, estate planning and probate, and small business planning. We emphasize excellent service and a warm, welcoming environment for clients and ourselves. Join us and be part of a team that values ambition, excellence, and the drive to exceed expectations.

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