Assist the Tax Controversy group in various types of legal matters
Provide assistance in preparing legal documents; research and compile data
Track client document submissions / responses
Create OneDrive or HighQ sites for clients to submit documents
Follow up with clients (or remind attorneys to) re document submissions
Submit documents to the IRS
Track submissions
Manage HK Workflow
Design IRS Audit Tracker and the pending Litigation Tracker
Track statutory deadlines and conform court filings to local rules
Maintain electronic pleading pads
Prepare indices, appendices, and other exhibits to court filings
Organize complex facts
Start draft documents from preexisting templates
Proofread documents for finalization
Prepare and assemble exhibits
Prepare tax entity and structure charts
Use firm AI tools to create templates for commonly used responses to the IRS
Track and keep group apprised of changes to developing legislation and cases
Gather and organize statutes, regulations, and IRS guidance and governmental orders for ERC cases
Perform SOS and Comptroller searches for entity names, dbas, filing history, ownership information, and tax compliance

5 – 10 years of experience in a related area
Bachelor’s degree
Paralegal certification a plus
Organizational skills and attention to detail to work independently
Communication skills to interact with all levels of internal staff, attorneys and management and external clients of the firm
Analytical and critical thinking skills sufficient to make decisions regarding daily work
Time management skills to handle multiple tasks efficiently and accurately
Document management, tracking, and AI skills or ability to quickly learn E-filing skills

comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
life and AD&D insurance
short and long term disability insurance
tax-advantaged accounts for health care expenses, including FSAs and HSAs
FSAs for dependent care
health advocacy services
behavioral health and counseling resources for all family members
401(k)
profit sharing
pre-tax transit and parking program
backup dependent care
senior care planning support
resources for individuals with development disabilities and their caregivers
paid holidays and other paid time off, including paid leave for new parents

Paralegal – Tax Controversy, Energy Tax

Key skills