Our client, a well respected firm in downtown Sacramento, is seeking a Tax Secretary to join the team. The ideal candidate will provide administrative and clerical support to tax attorneys. This role requires strong multitasking skills, proficiency in legal and tax-related documentation, and the ability to maintain confidentiality.
Key Responsibilities:
Document Preparation & Filing
• Drafting, proofreading, and formatting legal documents, including tax filings, petitions, and memoranda.
• Filing legal documents with courts, tax authorities, and government agencies.
• Assisting with tax return preparation, extensions, and other tax-related filings.
Administrative Support
• Managing attorney calendars, scheduling meetings, and tracking important tax deadlines.
• Organizing and maintaining client files, both digital and physical.
• Handling client correspondence, phone calls, and emails in a professional manner.
• Coordinating travel arrangements and meeting logistics for attorneys.
Billing & Financial Tracking
• Assisting with client billing, expense tracking, and invoicing.
• Preparing reports related to tax cases and financial matters.
Legal Research & Compliance
• Conducting basic legal research on tax laws, regulations, and case precedents.
• Ensuring compliance with federal, state, and local tax regulations.
Client Communication
• Acting as a point of contact between attorneys, clients, and government agencies such as the IRS, California Franchise Tax Board (FTB), and the State Board of Equalization (BOE).
• Previous experience as a legal secretary, preferably in tax law or a related field.
• Strong knowledge of legal terminology, tax procedures, and court filing requirements.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and legal document management systems.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Experience with tax software and e-filing systems is a plus.