Tax Project Manager

Reposted 15 Days Ago
New York, NY, USA
In-Office
85K-110K Annually
Mid level
Legal Tech
The Role
Manage departmental meetings, maintain project management tools, collaborate with marketing, oversee client onboarding, and assist attorneys with administrative tasks.
Summary Generated by Built In
Falcon Rappaport & Berkman LLP is a full-service, rapidly growing, and entrepreneurial law firm focused on an interdisciplinary approach to the practice.  Our team is composed of thought leaders across a variety of practice areas, including some of the nation’s leading voices on web3, taxation, and a variety of other fields.  We bring together experts across all of our departments to achieve extraordinary results.  
With us, respect, appreciation, and quality of life come first and foremost.  We care deeply about the people we bring into our firm and offer a unique emphasis on professional development, marketing, and overall balance.  We work collaboratively across the entire firm to drive client success. 
Position Details
  • Status: Full-time
  • Location: Remote position.
  • Reports to: Vice Managing Partner, Tax
Responsibilities:
  • Run multiple departmental meetings each week, preparing agendas, taking minutes and coordinating across departments to schedule attendees.
  • Maintain department project management documents and tools including weekly agenda and prospective client tracker. Ensure client deliverables are being met based on weekly assignments.
  • Manage prospective client pipeline from post-consult to onboarding. Maintain a dialogue regarding prospect’s timeline, run conflict checks, draft and send engagement letters, coordinate with intake and billing departments to ensure proper onboarding.
  • Collaborate with the marketing department to assign and track deadlines and deliverables for presentations, conferences, and other events.
  • Partner with department co-chairs on long-term projects as firm and tax practice continue to scale.
  • Assist multiple attorneys in tax department with miscellaneous administrative tasks regarding ongoing and potential matters.
  • Support department’s Executive Administrator to assist as needed with answering phones for department, scheduling internal and client meetings, liaising with other administrators
Qualifications:
  • Required: Strong written and verbal communications skills, organization and attention to detail a must
  • Required: Ability to multitask in a fast-paced environment and use technology/AI tools
  • Required: At least 3-5 years of experience in project management, administration, or operations
  • Required: Ability to effectively communicate with clients, potential clients, partners, and internal teams, including senior leadership
  • Strongly Preferred: Experience using CRMs (HubSpot) and legal software (Clio)
  • Preferred: Experience working in professional services industry or other regulated industry such as law, accounting, or finance
  • Preferred: Bachelor’s Degree or equivalent
  • Submit the following materials when applying:
  • Resume in PDF format
  • Cover Letter
  • LinkedIn Profile Link
 Perks:
  • Flexible work hours and location
  • Transparent communication across the department and the firm at large
  • Opportunity to grow into a leadership role for a rapidly growing, modern professional services firm

Salary Range: $85,000-$110,000
 

Top Skills

Clio
Hubspot
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Rockville Centre, New York
79 Employees
Year Founded: 2018

What We Do

Falcon Rappaport & Berkman LLP (FRB) is a full-service business law firm that combines the deep knowledge and understanding of attorneys who proudly advise clients seeking solutions to their most complex matters.   At FRB, we have the audacity to go above and beyond. Every matter begins with a clear focus on our client’s goals. By incorporating the bigger picture of their challenges and aspirations, our fully integrated solutions create optimal results. This collaborative approach works because your success defines ours. The FRB team has a wide range of capabilities and works collaboratively to simplify complex inter-disciplinary matters in real estate, taxation, corporate and securities, litigation, trusts and estates, elder law, labor and employment, bankruptcy law, and intellectual property, as well as emerging areas which include blockchain technology and cannabis.  FRB differentiates itself by: • Approaching matters with a level of depth and variety of skills unmatched by typical advisors • Following through on a firm-wide commitment to excellent service • Offering access to thought leaders in numerous areas of professional practice • Approaching engagements as a partnership with clients, rather than as a mere service provider FRB invites you to explore how its professionals can assist you across their areas of concentration. The interdisciplinary collaboration among FRB's lawyers allows the firm to achieve unparalleled outcomes for its clients that could only be secured through proficiency in multiple fields of law. CONTACT US: Long Island: (516) 599-0888 New York City: (212) 203-3255 New Jersey: (201) 794-7500 South Florida: (561) 726-8599 Newport Beach: (949) 333-8152 [email protected]

Similar Jobs

In-Office or Remote
New York, NY, USA
169 Employees
150K-175K Annually

Rhymetec Logo Rhymetec

Administrative Assistant

Cloud • Information Technology • Consulting • Cybersecurity • Data Privacy
Easy Apply
In-Office or Remote
New York City, NY, USA
33 Employees

Luxury Presence Logo Luxury Presence

Senior Data Engineer

Marketing Tech • Real Estate • Software • PropTech • SEO
Easy Apply
Remote or Hybrid
United States
500 Employees
150K-190K Annually

PwC Logo PwC

Data Architect

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
60 Locations
370000 Employees
124K-280K Annually

Similar Companies Hiring

CertifID Thumbnail
Software • Security • Real Estate • PropTech • Legal Tech • Cybersecurity
Austin , TX
130 Employees
Eve Thumbnail
Legal Tech • Software • Generative AI
San Mateo, CA
180 Employees
GC AI Thumbnail
Artificial Intelligence • Legal Tech
San Mateo, California
80 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account