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Full-time, in-office receptionist responsible for answering calls, greeting visitors, managing mail and deliveries, coordinating meetings and catering, overseeing office supplies, coordinating vendors, entering invoices, conducting conflict checks, opening client matters, and assisting with billing and client intake.

Advise high-net-worth families and business owners on estate planning, trusts, tax strategy, business succession, entity structuring, and seller-side M&A. Draft and implement sophisticated trust, corporate, and buy-sell arrangements; coordinate tax filings; communicate actionable recommendations; and manage significant client responsibilities. The role may develop into a practice leadership position.

Supports three tax, trusts, and estates attorneys by managing schedules, client intake, conflict checks, correspondence, files, billing, invoicing, and administrative workflows. Handles client inquiries, coordinates meetings, maintains electronic records, and improves office processes using technology and workflow tools. Requires at least two years of legal assistant or equivalent experience, strong organization and communication skills, familiarity with legal procedures and deadlines, and proficiency with Microsoft Office, Outlook, CRM, billing, and electronic filing systems.

Advise high-net-worth families and business owners on estate planning, tax strategy, trusts, asset protection, business succession, entity structuring, and sell-side M&A. Draft and negotiate trust, corporate, governance, and buy-sell documents; coordinate tax filings; and translate complex legal and tax strategies into actionable client guidance. The role also involves managing significant client responsibility and potentially mentoring junior staff while growing into a practice leadership position.