Frontline Source Group

Tax Planning Legal Assistant - Dallas

Dallas, TX
Established in 2004 by President and CEO Bill Kasko, Frontline is one of the fastest-growing placement firms in the nation. Our success stems from our belief in building strong partnerships with our clients and operating as an extension of their internal hiring team.

Job Description

Tax Planning Legal Assistant

Posted: Wednesday, 7/16/2025

Join our esteemed client, a leading law firm, as a Tax Planning Legal Assistant in Dallas, TX! This is a direct hire position suitable for seasoned legal professionals seeking a lasting career opportunity. The role offers stability, competitive compensation, and premium benefits within a dynamic and collaborative work environment.

About the Company:
Our client is a well-respected law firm renowned for its expertise in tax law and business transactions. With a strong emphasis on professional development and a supportive culture, the firm has made a significant impact in the industry over several decades.

Role of Tax Planning Legal Assistant:

  • Provide administrative support to attorneys and colleagues within the tax planning department.
  • Prepare and revise legal documents, correspondence, and various tax planning forms including wills, trusts, partnership agreements, and ownership flowcharts.
  • Manage calendars, coordinate travel arrangements, organize files, and facilitate effective communication both internally and with clients.
  • Transcribe dictations, proofread documents, handle calls, schedule conference calls, maintain client files, and assist with attorney time entries.

Requirements for Tax Planning Legal Assistant:

  • Minimum of 5 years of experience as a legal assistant, preferably in tax planning.
  • Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint) and experience in drafting wills, trusts, and tax planning documents.
  • Typing speed of at least 80 words per minute with strong grammar, proofreading, and organizational skills.
  • Experience in e-filing documents in Federal and State courts.
  • Excellent verbal and written communication skills, ability to manage priorities, and occasional overtime.

Features and Benefits of Tax Planning Legal Assistant Position:

  • Competitive salary and comprehensive benefits package.
  • Medical, dental, and vision insurance coverage through United Health Care, with firm-paid life insurance and long-term disability.
  • Additional voluntary life and vision plans available, $100 monthly parking or public transit stipend provided.
  • 401(k) plan with company match and annual 3% Safe Harbor contribution.
  • Paid time off including vacation, personal days, reimbursement for unused days, and 11 paid holidays annually.
  • Holiday bonus based on tenure issued each December.

Legal Assistant, Legal Documents, Typing, Legal Correspondence, Calendar Management

 

Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.

Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.

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