Job Title: Legal Support Specialist

Location: San Francisco CA 94105

Salary/Payrate: $110K-$115K annually

Work Environment:  Hybrid (2 days WFH)

Term: Permanent / Fulltime

Bachelor’s degree required:  No

Referral Fee: AMS will pay $500 should the person you refer gets hired



JOB DESCRIPTION

Although this position mentions tax experience, it is more of a priority for the candidate to have experience in the following: Business Litigation, Commercial Real Estate, Intellectual Property, Labor and Employment are the ideal practice areas

This position provides high-level secretarial and administrative support to five or more attorneys. Provides a wide range of administrative and document processing services in the Tax and Litigation departments.

Key Responsibilities

• Maintain and organize litigation case files (electronic and physical), ensuring accuracy, consistency, and compliance with firm and court protocols
• Prepare, format, proofread, and process legal documents, including pleadings, motions, discovery materials, and correspondence
• Coordinate and execute e-filings in state and federal courts, ensuring adherence to jurisdictional rules and deadlines
• Maintain litigation calendars and track key dates, including court appearances, filing deadlines, and depositions
• Assist with discovery processes, including document collection, review, production, and organization
• Prepare deposition materials, exhibits, trial binders, and hearing notebooks
• Manage document databases, including scanning, coding, and organizing case materials for efficient retrieval
• Conduct basic legal and factual research to support case strategy and attorney requests
• Track and manage service of process and document deliveries, ensuring proper execution and documentation
• Support trial preparation, including coordination of logistics, materials, and scheduling
• Assist with preparation of tax-related legal documents, filings, and correspondence
• Compile and organize documentation for tax planning and transactional matters
• Prepare tax agendas, reports, and supporting materials for client matters
• Assist in assembling and maintaining closing binders and transaction records
• Manage attorney calendars, including scheduling of meetings, court appearances, and client engagements
• Handle time entry, matter opening, engagement letter preparation, and billing coordination, including invoice review and processing
• Arrange travel and process expense reimbursements
• Manage attorney phone lines, screen calls, and communicate messages effectively
• Communicate professionally with clients, opposing counsel, courts, and internal stakeholders
• Prepare reports, correspondence, and general administrative documentation
• Provide overflow and backup support to other legal support staff as needed
• Contribute to team operations by supporting workflow demands across litigation and tax practices

Qualifications

• Comprehension of a variety of legal court documents, including complaints, answers, rulings, judgments, affidavits, motions, appeals, table of contents/authorities, subpoenas, court dockets, reports, memos and correspondence
• Knowledge of or willing to learn tax litigation laws as they relate to individuals, partnerships, estates and corporations. Familiarity with IRS, State and local tax agencies, including Franchise Tax Board
• Strong ability to maintain high standards, use good judgment and seek out ways to contribute and anticipate needs
• Strong attention to detail, organizational skills and ability to manage time effectively
• Excellent interpersonal skills, communication skills and the ability to collaborate well on a team
• Position also requires the ability to work under pressure to meet strict deadlines
• Bachelor’s Degree or equivalent experience preferred
• Minimum 5 years of experience as a legal secretary in a business law practice with exposure to the tax litigation practice area