What are the responsibilities and job description for the Tax Legal Assistant position at Mitchell Tax Law?
We are seeking a proactive Tax Legal Assistant to serve as a shared resource across our tax-focused practices. This is a client-facing role where you’ll be the first point of contact by phone, email, and in person while also providing essential administrative and higher-level support to attorneys and CPAs.
This role is more than clerical. It requires someone who is organized, resourceful, and confident in a fast-paced professional environment, with the ability to spot what needs to be done without constant direction. You will play a key part in connecting clients to their legal and tax professionals, ensuring information flows smoothly and nothing falls through the cracks.
Experience with tax preparation software such as Drake is a plus, but not required. We are willing to train the right person. Familiarity with tax processes or credentials such as a PTIN or EA are helpful but not mandatory.
Responsibilities
- Greet and assist clients by phone, email, and in person.
- Gather and organize client information, keeping files accurate and up to date.
- Prepare forms, correspondence, and documents for attorney/CPA review.
- Manage calendars, deadlines, and follow-ups to keep cases moving.
- Support attorneys and CPAs with intake, triage, and billing tasks.
- Assist in coordinating workflow across both practices.
Qualification
- Experience as a Legal Assistant, Paralegal, or in professional services admin.
- Strong organizational skills with the ability to stay ahead of deadlines.
- Confident, professional communication skills.
- Comfortable working independently in a fast-paced environment.
- Bilingual (English/Spanish) is a plus.
- Tax/legal knowledge helpful; PTIN, EA, or Drake software experience is a plus (not required).
Job Type: Full-time
Pay: $18.00 - $25.00 per hour
Expected hours: No more than 40 per week
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Salary : $18 - $25