Tax Paralegal

Location: Mission Valley, San Diego, CA
Compensation: Up to $100,000 DOE + Benefits

About the Firm

A growing Mission Valley law firm is seeking an experienced Tax Paralegal to support attorneys in corporate, tax, and business law matters. This position offers the opportunity to work closely with clients, manage sophisticated legal matters, and play a key role in the firm's day-to-day operations.

Position Overview

The Tax Paralegal will provide substantive legal support on corporate transactions, tax matters, administrative proceedings, and client management. The ideal candidate is highly organized, detail-oriented, and capable of handling multiple matters simultaneously while maintaining excellent client service.

Key Responsibilities

Corporate & Legal Document Preparation

• Draft and review legal documents, including:
  • Limited Liability Company Operating Agreements
  • Corporate Bylaws
  • Director and Shareholder Resolutions
  • Certificates of Incumbency
  • Membership Interest Purchase Agreements
  • Stock Purchase Agreements
• Assist with drafting contracts and related legal filings.
• Prepare correspondence and legal documents for attorney review.

Tax & Regulatory Support

• Prepare responses to notices, inquiries, and disputes involving:
  • Internal Revenue Service (IRS)
  • California Department of Tax and Fee Administration (CDTFA)
  • Franchise Tax Board (FTB)
  • County Assessor and Tax Collector offices
• Draft responses regarding sales and use tax exemptions, refund claims, property tax matters, and income tax issues.
• Prepare and submit government agency forms, including IRS Form 2848 and CDTFA Power of Attorney forms.

Case Management & Client Relations

• Manage client files, legal documentation, and critical deadlines.
• Coordinate multiple client matters and transactions concurrently.
• Communicate with clients regarding document requests, case status updates, and deadlines.
• Schedule meetings and maintain attorney calendars.

Administrative Hearing Preparation

• Prepare exhibits, evidence binders, and case summaries for administrative hearings and property tax appeals.
• Coordinate filings with county and state administrative agencies.
• Assist attorneys with trial notebooks, hearing preparation, and legal briefs.

Financial & Tax Analysis

• Review financial statements, tax returns, and accounting records.
• Assist attorneys in evaluating tax and business-related matters.
• Identify potential compliance issues and tax-related risks.
• Prepare spreadsheets, reports, and summaries for attorney review.

Administrative Support

• Provide general legal and administrative support to attorneys as needed.
• Assist with special projects and time-sensitive matters based on firm workload and seasonal demands.

Qualifications

• 3+ years of paralegal experience preferred, ideally in tax, corporate, business, estate planning, or related practice areas.
• Strong drafting experience with corporate governance and transactional documents.
• Experience communicating with the IRS, CDTFA, FTB, or county governmental agencies is highly preferred.
• Ability to analyze financial records, tax documents, and supporting business records.
• Proficiency with Microsoft Office, particularly Excel.
• Excellent organizational, written, and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Benefits

• Competitive compensation up to $100,000 annually
• HMO Medical Coverage
• Optional Dental and Vision Insurance
• 15 Days of PTO to start
• 401(k) Plan After One Year with Employer Match
• Professional and Collaborative Work Environment
• Long-Term Growth Opportunity