Robert Half
Description 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.
- 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.
- Assisting with client billing, expense tracking, and invoicing.
- Preparing reports related to tax cases and financial matters.
- Conducting basic legal research on tax laws, regulations, and case precedents.
- Ensuring compliance with federal, state, and local tax regulations.
- 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.