Tax Exempt Paralegal (Cincinnati)

Taft is seeking a paralegal to serve our Tax-Exempt team in Taft’s Cincinnati office.

We are seeking a Paralegal with at least one year of paralegal experience to support our Tax-Exempt team in the Cincinnati office. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.

General Duties:

• Monitor and prepare necessary filings regarding corporate status and charitable solicitation authorization for charitable organizations.
• Arrange for procurement of outside services such as statutory agent services, lien searches, state filings, securities filings, etc.
• At the direction of the assigning attorney, correspond with outside counsel, filing agents, and clients
• Organize and maintain internal files and closing materials for assigned practice group
• Follow the ethical requirements set forth by the Rules of Professional Conduct of the applicable jurisdiction.
• Clearly communicate in a concise (oral and written), professional manner.
• Proactively provide support to attorneys as assigned
• Draft routine legal documents and correspondence specific to the Tax-Exempt practice groups
• Assist with diligence matters related to restricted funds maintained by charitable organizations
• Process invoices for client disbursements and firm expenses for payment
• Prioritize work, monitor deadlines, and communicate the same to the assigned team
• Timely enter, review, and correct time entries
• Act as liaison between attorneys and practice support teams.

Job Specific Responsibilities:

• Manage Docusign signature process and compile signature pages
• Prepare organizational binders for corporate governance purposes
• Assist in the formation of business entities, including nonprofit corporations and limited liability companies
• Draft and revise Articles of Incorporation/Formation
• Familiarity with Secretary of State and Attorney General websites (or other government agencies which regulate charitable organizations)
• Organize, participate, and assist in transactions and prepare and update closing and other checklists
• Update and maintain electronic data rooms

Knowledge, Abilities, Skills, Interpersonal and Other Requirements:

• Maintain client confidentiality
• Strong attention to detail
• Proficient in Microsoft Office 365 – Word, Outlook and Excel
• Proficient in computerized legal research programs including WestLaw, Lexis/Nexis, PACER, and other secure transfer programs.
• Proficient in case management software and/or specialty practice area software where applicable
• Proficient in Adobe Acrobat and other PDF software such as Power PDF
• Adept at using Docusign and creating multiple-choice forms
• Proficient in Candid (Guidestar) (desired)
• Proficient in iManage Desksite – ability to perform searches and find documents for references (desired)
• Notary or willing to become one (desired)
• High school diploma required
• ABA approved paralegal certificate and one or more years of experience in a law firm or legal department of a corporation or nonprofit organization preferred

Interested candidates may apply here.

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^{Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.}