Legal/Executive Assistant - Trusts, Estates & Tax Law

Lui & Frasca, P.C. is a boutique law firm specializing in estate planning, estate administration, and tax law. We are seeking a bright, organized, and motivated individual to join our team in an important administrative role supporting the daily operations of the firm and working closely and directly with the partner.

Our firm serves primarily individuals and families and prides itself on providing a highly professional and organized client experience. The person in this role will play a key role in helping the office run efficiently by assisting with workflow management, client communication, scheduling, and general administrative support.

This position is well suited for a recent college graduate interested in gaining experience in a professional legal and tax environment. The firm is willing to train the right candidate, and prior legal or tax experience is not required.

Candidates interested in law, accounting, finance, or other professional services are especially encouraged to apply.

RESPONSIBILITIES

• Help manage office workflow to ensure deadlines and tasks are completed accurately and on time

• Draft letters and documents using existing templates

• Prepare client correspondence, wills, trusts, deeds, and other legal documents

• Coordinate scheduling of client meetings and appointments

• Answer client calls and assist with general client communications

• Maintain and organize client files and records

• Assist with billing and administrative tasks

• Manage office supplies and inventory

• Provide administrative support directly to the partner in charge

• Assist with basic tax return preparation and tax-related administrative tasks (training provided)

REQUIREMENTS

• Bachelor’s degree required

• Strong proficiency in Microsoft Office, particularly Word and Excel

• Excellent written and verbal communication skills

• Strong organizational ability and attention to detail

• Ability to manage multiple tasks and prioritize work effectively

• Professional demeanor when interacting with clients and staff

• Ability to work independently and remain focused on detailed work throughout the day

Prior office experience is helpful but not required. We are willing to train the right candidate.

POSITION DETAILS

This position is on-site (not remote).

Office hours are Monday–Friday, 7:30 a.m. – 4:00 p.m.

COMPENSATION AND BENEFITS

Salary: $50,000 – $60,000 depending on experience, with opportunity for growth. .

Benefits include:

• 401(k) with 6% employer match

• Health insurance

• Life insurance

• Disability insurance

• Paid time off

This role provides an excellent opportunity to gain experience in a professional legal and tax environment, working closely with and being mentored by the firm’s partner, with potential for growth and advancement within the firm for the right candidate.

APPLICATION INSTRUCTIONS

Please submit a resume and brief cover letter explaining your interest in the position.