Job Description
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:
- 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.
The ideal candidate will demonstrate a balance of precision, resilience, and resourcefulness, with the ability to manage competing priorities, handle sensitive client information with discretion, and collaborate effectively with a team of highly skilled and fast-paced professionals.
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.
Must-Haves - 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.
Nice-to-Haves - 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.
Soft Skills & Team Fit - 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.”
Work Environment - 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.
Job Tags
Remote work, Shift work,