Tax and Wealth Planning Paralegal (San Francisco, CA)

Job Description

Seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for a firm’s San Francisco office.

We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

Primary Responsibilities

• Calendar management, including tax-related deadlines and client calls/meetings.

• Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. 

• Estate administration, including prepare and file probate documents, advise and respond to clients.

• Trust administration, including prepare withdrawal right notices and appointments of successor trustees.

• Prepare trust and estate accountings.

• Draft simple wills and correspondence.

• Apply for tax identification numbers.

• Prepare and file deeds and related documents, review deed records.

• Form entities with Secretary of State office.

• Prepare corporate minutes and maintain minute books.

• Calculate taxes, tax exemptions, and executor fees.

• Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.

Skills and Abilities

• Excellent written and verbal communication skills.

• Strong problem-solving skills.

• Strong organizational skills.

• Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.

• Ability to take initiative to improve processes while keeping team members informed.

• Ability to maintain highest level of confidentiality.

• Ability to provide outstanding customer service to internal and external clients/contacts.  

• Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.

• Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.

• Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).

Requirements

• BA or BS degree strongly preferred.

• Associate's degree or paralegal certificate with eight years of comparable work experience.

WORK ENVIRONMENT & PHYSICAL DEMANDS

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL REQUIREMENTS

Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time.  Walking and standing is often necessary in carrying out job duties.

VISUAL ACUITY

Worker is required to have close visual acuity to perform an activity such as:  preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

Primary Location: San Francisco, California

Schedule: Full-time

The base salary range for this position is: $100K-125K USD

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Accounts Payable Clerk (Los Angeles, CA)

JOB SUMMARY

Responsibilities include:

• Onboard new vendors in compliance with internal controls, fraud prevention best practices, and tax requirements.

• Support internal firm personnel and external vendors with invoice and payment inquiries, providing a high level of customer service.

• Work with firm personnel and external vendors to review vendor statements and address past due invoices.

• Assist with payment processing, including obtaining proper approvals and following special handling instructions.

• Transition vendors currently paid by check to ACH, the firm’s preferred payment method.

• Utilize CMS Aderant (ERP system) and Chrome River software to assist with accounts payable processing as needed, including high volume E-Invoice processing.

• Enforce firm practices, policies, and procedures as they relate to accounts payable.

• Test accounting and third party software programs during periodic system upgrades.

• Work closely with accounting management team on special projects and ad hoc requests as needed.

• Identify and implement opportunities for process improvements in order to increase efficiency.

 QUALIFICATIONS

• The ideal candidate is self-motivated, detail oriented, and is effective in problem solving.

• The candidate must be committed to quality, customer service, teamwork, and supporting department goals.

• This position requires strong written and verbal communication skills, superior attention to detail, excellent organizational skills, and the ability to multi-task and prioritize.

• Must have strong technology skills, including Microsoft Outlook, Excel, and Word experience, with the ability to master and leverage accounting and legal technology solutions.

• The ideal candidate is thorough, accurate, and monitors their own work to ensure quality.

• Ability to work overtime as needed.

EXPERIENCE

• 2+ years of accounts payable experience, with law firm experience preferred

• Work history with Chrome River and/or CMS Aderant software a plus

• College degree or classes in Accounting, Business, or Finance preferred

Primary Location: Downtown, Los Angeles, California

Schedule: Full-time

The base salary range for this position is: $48K-$55K USD

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Power Platform Developer (Wilmington, DE)

Job Description

As a member of the Information Services Department, the Power Platform Developer will help citizen developers to develop and support applications as well as design, build and deploy business wide low code solutions. Under the direction of the Web Development Manager, the goal of the Power Platform Developer is to deliver services and solutions for customers using the suite of Microsoft’s Power Platform, custom development, and data integrations on the platform. The Developer will be responsible for all aspects of implementing solutions including development, testing, deployment and process documentation.

ESSENTIAL FUNCTIONS:

• Configure and create flexible Power Platform solutions using out-of-the-box features.

• Develop and implement new customizations utilizing appropriate code base to seamlessly extend the out-of-the-box functionality of the Power Platform.

• Create Power BI reports using DAX or M.

• Train users on the use of Power Platform.

• Integrate solutions with various internal/external data sources (SQL, APIs, Web Services).

• Design and build advanced and effective business process automation applications using Power Automate or approved automation software.

• Work closely with other Developers and Business Analysts to build requirements for custom solutions and choose the appropriate approach, utilizing Agile methodologies and iterative processes to meet internal (attorney) and external (client) needs.

• Maintain applications after implementation, including user support and upgrades.

• Adherence to industry best practices and standards.

• Prepare and update system and user documentation.

• Estimate assignments and projects based on scope and work effort. Provide timelines for project completion and regularly update team on progress.

ADDITIONAL FUNCTIONS:

• Assist with training content editors regarding how to manage data on pages and lists. Create documentation of procedures/workflows.

• Perform such other duties as may be assigned by the Manager and/or Director.

QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES): 

Education:     

• Bachelor’s degree in Information Systems required. Equivalent work experience and certifications may be considered in lieu of degree.   

Experience:

• Three to seven years of experience building solutions for the Power Platform. Legal industry, professional services, or corporate experience preferred but not required.

Knowledge, Skills, & Abilities:

• Working knowledge of business process automation applications and development/maintenance of custom Workflow/Forms highly preferred.

• Experience working with modern client-side development frameworks and JavaScript libraries (jQueryUI, KendoUI, Bootstrap, React.js) highly preferred.

• Experience with Data Visualization, Business Intelligence tools inside of Power BI.

• Working knowledge of MS SQL Server Development (TSQL, ETL, SSRS) preferred.

• Strong analytical and problem-solving abilities.

• Strong technical leadership and attention to detail.

• Excellent written and verbal communication skills and a passion for delivering software solutions that solve business problems.

• Demonstrated ability to work as part of a cross-functional team. Willingness to proactively learn and enhance skill sets.

• Strong ability to multitask and juggle competing priorities under tight deadlines.

• Quick in learning and adapting to new projects with minimal supervision.

WORK ENVIRONMENT & PHYSICAL DEMANDS:

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL REQUIREMENTS

Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time.  Walking and standing is often necessary in carrying out job duties.

VISUAL ACUITY

Worker is required to have close visual acuity to perform an activity such as:  preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

Primary Location: Wilmington, DE

Schedule: Full-time

EMAIL YOUR RESUME