Paralegal
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Job Location:
Orange, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Title: Paralegal
Location: Orange CA (FT-Hybrid: 3 days onsite 2 days remote)
Department: Talley Law Group (TLG)
Reports to: Legal Department Lead Tax & Legal
Overview
Talley Law Group (TLG) seeks a highly organized tech-savvy Paralegal to support multiple attorneys handling corporate and tax-driven transactional matters. This position requires a professional who thrives in a fast-paced detail-oriented and client-focused environment.
The role offers flexibility for both:
Core Responsibilities
Location: Orange CA (FT-Hybrid: 3 days onsite 2 days remote)
Department: Talley Law Group (TLG)
Reports to: Legal Department Lead Tax & Legal
Overview
Talley Law Group (TLG) seeks a highly organized tech-savvy Paralegal to support multiple attorneys handling corporate and tax-driven transactional matters. This position requires a professional who thrives in a fast-paced detail-oriented and client-focused environment.
The role offers flexibility for both:
- Experienced paralegals (35 years) with exposure to transactional or tax-related work or
- Entry-level graduates with strong technical and organizational skills who are eager to learn and grow in a boutique legal environment.
Core Responsibilities
- Provide case management and administrative support to multiple attorneys handling corporate entity formation and transactional matters with tax components.
- Coordinate document execution entity formation filings and correspondence with clients and external agencies.
- Maintain organized digital files and project tracking using document and project management software.
- Review edit and format legal documents and correspondence using Microsoft Word and Adobe Acrobat.
- Perform research including Secretary of State filings IRS lookups and basic legal and factual research.
- Assist in preparing client deliverables transactional checklists and entity playbooks.
- Utilize Excel for project budgets tracking sheets and basic data analysis (including formulas lookups and pivot tables).
- Collaborate with the operations and tax teams to ensure compliance and consistency across client matters.
- Technical Proficiency in Excel: Ability to confidently use formulas VLOOKUPs pivot tables and formatting for financial or transactional tracking.
- Tolerance and Professional Resilience: Ability to work with direct fast-moving personalities and maintain composure and professionalism under pressure.
- Interest in Tax-Driven Corporate Work: Willingness to review tax returns and work with documents containing sensitive financial data.
- Bachelors Degree in related fields
- Strong attention to detail and follow-through; proven ability to manage multiple deadlines and priorities simultaneously.
- Adaptability: Comfortable navigating shifting priorities and handling a variety of small projects concurrently.
- Ownership mindset: Demonstrates initiative and accountability in all assigned matters.
- Prior experience (3 - 5 years) supporting transactional corporate or tax attorneys at a law or consulting firm.
- Paralegal Certificate from an accredited institution
- Experience drafting or proofreading transactional documents entity filings or closing binders.
- Familiarity with document management and e-signature platforms (e.g. iManage DocuSign Adobe Sign).
- Exposure to AI tools for drafting summarizing or document review with sound professional judgment.
- Experience supporting a tax-focused legal or accounting team.
- Background in business entity formations M&A support or corporate reorganizations.
- Working knowledge of legal research tools such as LexisNexis Westlaw or equivalent.
- Resilient self-motivated and not easily discouraged by constructive or direct feedback.
- Thrives in a high-performance boutique environment with multiple stakeholders.
- Client-service-oriented with strong organizational discipline.
- Proactive and confident in asking questions or seeking clarity.
- Positive attitude sense of humor and the ability to roll with the punches.
- Hybrid schedule (typically 3 days onsite / 2 days remote).
- Collaborative and transparent department culture within a taxlegal integrated practice.
- Direct mentorship from experienced transactional attorneys with growth potential into advanced paralegal or legal operations responsibilities.
Required Experience:
Manager
Key Skills
- Legal Drafting
- Proofreading
- Google Docs
- Organizational skills
- Microsoft Outlook
- Microsoft Word
- Case Management
- Legal Research
- Research Experience
- Paralegal
- Filing
- Writing Skills
About Company
Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.
