Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
About the role
- Tax Litigation Paralegal assisting lawyers with all phases of case support at Perkins Coie LLP. Responsibilities include research, document management, and trial support.
Responsibilities
- Assist lawyers with all phases of case support including document/information management, factual and legal research and analysis, discovery, hearings, and trial support.
- Organize and maintain case files, pleadings, other documents, and notebooks.
- Review and synthesize historical case documents.
- Summarize articles, reports, witness statements, and depositions.
- Prepare material for in-house and outside distribution.
- Draft basic legal documents and correspondence.
- Keep track of case/matter deadlines and interface with attorneys regularly to ensure deadlines are being met.
- Maintain departmental form files and systems.
- Knowledge and use of e-discovery platforms such as Relativity and DISCO.
- Maintain timely and accurate time records.
- Maintain positive contact with clients, lawyers, and business professionals, and observe confidentiality of client matters.
Requirements
- Requires a 4-year degree
- 2 years of paralegal experience
- Paralegal certificate preferred
- Experience with litigation court procedures in the United States Tax Court and Texas state courts a plus
- Experience with automated litigation support software required
Benefits
- health insurance
- tuition reimbursement
- paid sabbaticals
- annual discretionary bonus
- 401(k) plan
- medical insurance
- dental insurance
- vision insurance
- accrued paid time off plan starting at 20 days annually
- personal medical and parental leave
- up to 10 paid holidays
- family care benefits
Job title
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