POSITION SUMMARY
The Legal Assistant for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Director of Brand Protection Senior Corporate Counsel. This role provides support to the Brand Protection team including: factual research; data compilation and analysis; drafting legal documents and affidavits; assisting with escalated client matters, customer service, operational related issues, social media inquiries, employee-related matters; and, under supervision, conveying routine legal information to stakeholders. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.
ESSENTIAL DUTIES & RESPONSIBILITIES
The essential functions include, but are not limited to the following:
- Conduct routine and specific legal and factual information research and data compilation, as directed.
- Assist in drafting statements for review pertaining to escalated client matters, customer service, various specific policies, operational practices, and/or transactions.
- Compile, review, and organize evidence and other information for escalated client matters, social media inquiries, internal hearings, and meetings.
- Draft and review contracts, including performing initial review of contracts and settlement agreements.
- Draft routine pleadings, statements, affidavits, and/or other legal documentation.
- Identify relevant legal articles, laws, and judicial decisions for cases.
- Other duties as assigned.
In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.
QualificationsEDUCATION AND EXPERIENCE REQUIREMENTS
- Associate's degree or two years' college coursework in a related field from an accredited institution.
- 1-2 years relevant experience preferred.
KNOWLEDGE, SKILLS,& ABILITIES
- A positive mindset and "get-it-done" attitude.
- Excellent organizational, time-management, written, and communication skills.
- Ability to investigate and analyze information and draw conclusions.
- Knowledge of the basic principles and procedures of legal research.
- History of successfully exceeding goals in a fast-paced environment.
- Strong work ethic and commitment to excellence.
- Meticulous attention to detail and high sense of accountability.
- Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook).
- Strong ability to multi-task.
Skills Required
- Associate's degree or two years' college coursework in a related field from an accredited institution
- 1-2 years relevant legal or paralegal experience
- Proficient with Microsoft Office and Outlook
- Knowledge of basic principles and procedures of legal research
- Experience drafting routine pleadings, affidavits, statements, and reviewing contracts or settlement agreements
- Excellent organizational, time-management, written, and communication skills
- Ability to investigate, analyze information, and draw conclusions
- Ability to complete mandatory onsite initial training for up to 5 business days
What We Do
Optima Tax Relief is a leading tax resolution firm dedicated to helping individuals and businesses resolve unmanageable IRS and state tax liabilities. Specializing in tax relief assistance programs, the company provides full-service resolution services, including tax negotiations and audit defense, to help clients overcome financial hardships and secure a better financial future.
