Briggs and Morgan, P.A. (now Taft Law) · 9 hours ago
Tax Exempt Paralegal (Cincinnati)
Cincinnati, OH
Full-time
Onsite
Entry Level
1+ years expTaft Law is a full-service law firm seeking a Paralegal to join their Tax-Exempt team in the Cincinnati office. The role involves supporting attorneys with various tasks related to tax-exempt organizations, including preparing filings, drafting legal documents, and maintaining internal files.
Consulting
Responsibilities
Monitor and prepare necessary filings regarding corporate status and charitable solicitation authorization for charitable organizations
Arrange for procurement of outside services such as statutory agent services, lien searches, state filings, securities filings, etc
At the direction of the assigning attorney, correspond with outside counsel, filing agents, and clients
Organize and maintain internal files and closing materials for assigned practice group
Follow the ethical requirements set forth by the Rules of Professional Conduct of the applicable jurisdiction
Clearly communicate in a concise (oral and written), professional manner
Proactively provide support to attorneys as assigned
Draft routine legal documents and correspondence specific to the Tax-Exempt practice groups
Assist with diligence matters related to restricted funds maintained by charitable organizations
Process invoices for client disbursements and firm expenses for payment
Prioritize work, monitor deadlines, and communicate the same to the assigned team
Timely enter, review, and correct time entries
Act as liaison between attorneys and practice support teams
Manage Docusign signature process and compile signature pages
Prepare organizational binders for corporate governance purposes
Assist in the formation of business entities, including nonprofit corporations and limited liability companies
Draft and revise Articles of Incorporation/Formation
Familiarity with Secretary of State and Attorney General websites (or other government agencies which regulate charitable organizations)
Organize, participate, and assist in transactions and prepare and update closing and other checklists
Update and maintain electronic data rooms
Qualification
Required
At least one year of paralegal experience
Maintain client confidentiality
Strong attention to detail
Proficient in Microsoft Office 365 – Word, Outlook and Excel
Proficient in computerized legal research programs including WestLaw, Lexis/Nexis, PACER, and other secure transfer programs
Proficient in case management software and/or specialty practice area software where applicable
Proficient in Adobe Acrobat and other PDF software such as Power PDF
Adept at using Docusign and creating multiple-choice forms
High school diploma required
Preferred
Proficient in Candid (Guidestar) (desired)
Proficient in iManage Desksite – ability to perform searches and find documents for references (desired)
Notary or willing to become one (desired)
ABA approved paralegal certificate and one or more years of experience in a law firm or legal department of a corporation or nonprofit organization preferred
Company
Briggs and Morgan, P.A. (now Taft Law)
Briggs and Morgan has combined with Taft Law (http://www.linkedin.com/company/taftlaw).
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-01-01Acquired
Leadership Team
Joseph kinning
Partner
Company data provided by crunchbase