Legal Assistant - Tax

At McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers. Our culture is built on professional excellence, collaboration, innovation, thought leadership and entrepreneurialism. We embrace inclusion in all its forms and we provide the tools and opportunities to help our people develop to their full potential.

This position is based out of Calgary or Vancouver. McCarthy Tétrault employees benefit from a hybrid work environment.

Salary: $ $53,290 - $79,934 annually (British Columbia only)

As a Legal Assistant (Tax), you will be:

Documents

• Preparing, editing, formatting, printing, scanning and revising correspondence, memoranda, large transaction documents, reports, forms, labels and other printed material through dictation, copy typing or other instructions, in accordance with the requirements set by the practice group.
• Utilize advanced PowerPoint skills to develop and thoroughly revise diagrams and presentations, ensuring they are clear, have visual impact, and accurately convey complex information.
• Coordinating and dispersing tasks to be performed by various resource groups such as the Document Specialists, Administrative Clerks, Billing Assistants, etc. where appropriate while ensuring tasks are completed in a timely manner.
• Proofreading documents and checking for appropriate formatting, spelling, grammar and clarity.

File and Time Management

• Managing files including: opening new files, maintaining large and complex files, developing, maintaining and utilizing an orderly filing and retrieval system to ensure ease of reference to historical paper or electronic records, organizing law and precedent files.
• Working with Records Management and Administrative Clerks to create, maintain and store client files as appropriate.
• Updating calendars for assigned lawyers, including their meetings, appointments, due dates and client-related activities.

Lawyer / Client Support

• Coordinating lawyer travel arrangements, including preparing itineraries and travel expense reports.
• Updating contact names and addresses in the client database on a regular basis.
• Coordinate client meetings and assist with organizing smaller practice group events, including booking rooms and arranging the required catering or audio-visual equipment.

Mail, Fax and Phone Reception Functions

• Reviewing and routing incoming mail and fax communications; preparing and processing outgoing mail and faxes; and arranging for specialized mail or messenger services as required.
• Receiving, handling, screening and/or directing incoming calls as directed by lawyers; responding to routine inquiries and requests from clients; and taking messages as required.

Financial and Administrative Functions

• Assisting with the preparation and finalization of time entry on a daily basis according to firm standards in preparation for Billing Assistant to process.
• Working with Finance to coordinate new Client and Matter openings (KYC);
• Assisting with expense processing.
• Coordinating activities with functional area staff (Office Services, Marketing, etc.), as needed.
• Providing consistent backup support when assistants are absent; providing support to assistants who may be managing multiple tasks and/or difficult deadlines; and working proactively as a positive and productive member of the team.

Other

• Maintaining and updating job knowledge and technical skills by identifying and participating in education opportunities.
• Other duties as assigned.

As our ideal candidate, you will have:

• Legal Assistant diploma or college certificate in office administration or Information & Communications Technologies or equivalent.
• Minimum 3 years of experience as a legal assistant or as an assistant with experience ideally acquired in a professional services environment.
• In-depth knowledge of tax, business and legal terminology.
• Strong attention to detail, along with superior PowerPoint and word processing abilities, as well as excellent spelling, proofreading, and editing skills.
• Capacity to perform duties with speed and accuracy.
• Strong time management, organizational and multi-tasking skills and ability to work under pressure to meet important deadlines.
• Demonstrated skill in collaboration and the capacity to effectively function within a team setting.
• Ability to follow up on files and manage delays with minimal supervision, as well as to proactively identify additional support needs.
• High level of discretion and confidentiality.
• Flexibility to occasionally work overtime.

As a member of the McCarthy team, you will have access to:

• Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
• Competitive compensation, paid overtime and generous time off, including a day off to volunteer and a day off for your birthday.
• A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
• Strong community involvement and a commitment to equity, diversity and inclusion.
• A collaborative, cohesive culture that connects lawyers and business teams through collective purpose.

We thank all applicants for their interest in McCarthy Tétrault; however, only chosen applicants will be contacted. We regret that we are unable to respond to individual inquiries about application status. McCarthy Tétrault is an equal opportunity employer that fosters an inclusive, equitable, and accessible environment. Please notify us if you require accommodation at any time during the recruitment process.