• Document Management:

  • Organize and maintain files, including electronic filing systems.
  • Prepare and manage correspondence, reports, and legal documents.

• Scheduling:

  • Arrange and coordinate meetings, appointments, and court dates.
  • Manage calendars for attorneys and clients.

• Communication:

  • Handle phone calls, emails, and other communications with clients, government agencies, and other parties.
  • Draft routine letters and emails.

1. Legal Research:

   • Conduct research on tax laws, regulations, and rulings.
   • Stay updated on changes in tax legislation and inform the legal team.

2. Document Preparation:

   • Assist in the preparation and review of tax returns, audits, and other tax documents.
   • Prepare legal documents such as petitions, briefs, motions, and affidavits related to tax cases.

3. Case Management:

   • Assist in the preparation and filing of tax-related legal documents in court.
   • Track case deadlines and ensure all filings are timely.

4. Client Support:

   • Gather and organize financial information and documentation from clients.
   • Communicate with clients to obtain necessary information and documents.

5. Compliance:

   • Ensure compliance with federal, state, and local tax laws and regulations.
   • Assist in preparing for and responding to tax audits.

6. Data Analysis:

   • Analyze financial data and documents to assist in tax planning and dispute resolution.
   • Use tax software to assist in the preparation of tax documents and reports.

7. Interdepartmental Coordination:

   • Work with other departments within the organization (e.g., accounting, finance) to gather necessary information and ensure cohesive tax strategies.

Specialized Tasks

1. Litigation Support:

   • Prepare exhibits, evidence, and other documents for tax litigation.
   • Assist attorneys during trial by organizing and managing exhibits and documents.

2. Tax Planning:

   • Assist in the development of tax planning strategies for clients.
   • Conduct research on tax-saving opportunities and present findings to attorneys.

3. Audit Assistance:

   • Assist in the preparation for tax audits and investigations.
   • Organize and present documents and evidence required for audits.