Seeking a tech-savvy Paralegal for supporting attorneys in corporate and tax transactions, managing documents, and conducting research while thriving in a fast-paced environment.
Title: Paralegal
Location: Orange, CA (FT-Hybrid: 3 days onsite, 2 days remote)
Department: Talley Law Group (TLG)
Reports to: Legal Department Lead – Tax & Legal
Overview
Talley Law Group (TLG) seeks a highly organized, tech-savvy Paralegal to support multiple attorneys handling corporate and tax-driven transactional matters. This position requires a professional who thrives in a fast-paced, detail-oriented, and client-focused environment.
The role offers flexibility for both:
Core Responsibilities
Location: Orange, CA (FT-Hybrid: 3 days onsite, 2 days remote)
Department: Talley Law Group (TLG)
Reports to: Legal Department Lead – Tax & Legal
Overview
Talley Law Group (TLG) seeks a highly organized, tech-savvy Paralegal to support multiple attorneys handling corporate and tax-driven transactional matters. This position requires a professional who thrives in a fast-paced, detail-oriented, and client-focused environment.
The role offers flexibility for both:
- Experienced paralegals (3–5+ years) with exposure to transactional or tax-related work, or
- Entry-level graduates with strong technical and organizational skills who are eager to learn and grow in a boutique legal environment.
Core Responsibilities
- Provide case management and administrative support to multiple attorneys handling corporate, entity formation, and transactional matters with tax components.
- Coordinate document execution, entity formation filings, and correspondence with clients and external agencies.
- Maintain organized digital files and project tracking using document and project management software.
- Review, edit, and format legal documents and correspondence using Microsoft Word and Adobe Acrobat.
- Perform research, including Secretary of State filings, IRS lookups, and basic legal and factual research.
- Assist in preparing client deliverables, transactional checklists, and entity playbooks.
- Utilize Excel for project budgets, tracking sheets, and basic data analysis (including formulas, lookups, and pivot tables).
- Collaborate with the operations and tax teams to ensure compliance and consistency across client matters.
- Technical Proficiency in Excel: Ability to confidently use formulas, VLOOKUPs, pivot tables, and formatting for financial or transactional tracking.
- Tolerance and Professional Resilience: Ability to work with direct, fast-moving personalities and maintain composure and professionalism under pressure.
- Interest in Tax-Driven Corporate Work: Willingness to review tax returns and work with documents containing sensitive financial data.
- Bachelor’s Degree in related fields
- Strong attention to detail and follow-through; proven ability to manage multiple deadlines and priorities simultaneously.
- Adaptability: Comfortable navigating shifting priorities and handling a variety of small projects concurrently.
- Ownership mindset: Demonstrates initiative and accountability in all assigned matters.
- Prior experience (3 - 5 years) supporting transactional, corporate, or tax attorneys at a law or consulting firm.
- Paralegal Certificate from an accredited institution
- Experience drafting or proofreading transactional documents, entity filings, or closing binders.
- Familiarity with document management and e-signature platforms (e.g., iManage, DocuSign, Adobe Sign).
- Exposure to AI tools for drafting, summarizing, or document review with sound professional judgment.
- Experience supporting a tax-focused legal or accounting team.
- Background in business entity formations, M&A support, or corporate reorganizations.
- Working knowledge of legal research tools such as LexisNexis, Westlaw, or equivalent.
- Resilient, self-motivated, and not easily discouraged by constructive or direct feedback.
- Thrives in a high-performance boutique environment with multiple stakeholders.
- Client-service-oriented with strong organizational discipline.
- Proactive and confident in asking questions or seeking clarity.
- Positive attitude, sense of humor, and the ability to “roll with the punches.”
- Hybrid schedule (typically 3 days onsite / 2 days remote).
- Collaborative and transparent department culture within a tax–legal integrated practice.
- Direct mentorship from experienced transactional attorneys with growth potential into advanced paralegal or legal operations responsibilities.
Top Skills
Adobe Acrobat
Adobe Sign
Docusign
Excel
Imanage
Microsoft Word
Talley LLP Orange, California, USA Office
1100 W Town and Country Rd, Suite 1111, Orange, California, United States, 92868
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