Case Assistant - (Hybrid) at Reed Smith LLP

US Job Description

Firm Information

Reed Smith is a global relationship law firm with more than 1,700 lawyers in 30 offices throughout the United States, Europe, Asia and the Middle East.

Founded in 1877, the firm represents leading international businesses, from Fortune 100 corporations to mid-market and emerging enterprises. Its lawyers provide litigation and other dispute resolution services in multi-jurisdictional and other high-stakes matters; deliver regulatory counsel; and execute the full range of strategic domestic and cross-border transactions. Reed Smith is a preeminent advisor to industries including financial services, life sciences, health care, advertising, entertainment and media, shipping and transport, energy and natural resources, real estate, manufacturing, technology, and education. For more information, visit reedsmith.com.

Position Summary

Under general supervision and according to established policies and procedures provides legal/general support to the firm's paralegals, attorneys and clients of the Tax Benefit & Wealth Planning group. Must be familiar with and observe the firm's established policies and guidelines. Attention to detail is necessary, as are organizational skills. Must maintain positive contact with attorneys (both the firm's and outside counsel), support staff, clients and vendors. Observes confidentiality of client and firm matters.

This position is not limited to the functions and skills listed on this description and responsibilities will be revised as needed.

Additionally, access to our U.S. offices will be limited to personnel who are fully vaccinated from COVID-19. If you believe that you require an accommodation to this policy because of a medical, religious or other reason, please let us know at the time of your interview so that a reasonable accommodation can be discussed.

Essential Functions
• Acquire knowledge necessary to assist with all aspects of preparing and filing estate tax returns and gift tax returns duties; may include;
• Maintain the bookkeeping and distributions for trust and estate records and books of accounts; update electronic files as needed;
• Learn to prepare annual trust, tax and probate accounts;
• Prepare documentation to report gifts to trusts;
• Review wealth planning documents for proper execution;
• Maintain integrity of original documentation; inventory of same;
• Prepare checks and letters of authorization in payment of trust distributions and expenses;
• Provide administrative support to ensure trustee compliance with formal fiduciary duties;
• Aptitude to learn industry-related tax software packages, and
• Ability to interact well with attorneys, staff and client.

Requirements

Condition of Employment:

All personnel designated as office-based, hybrid or flexible under the Firm’s Flexible Work Policy are required as a condition of their employment to have had the initial series of COVID-19 vaccinations, meaning either two doses of Pfizer or Moderna or one dose of Johnson & Johnson. This policy applies to all U.S. partners and employees, regardless of full-time, part-time, temporary, exempt, non-exempt, or any other status or classification.

If you believe that you require an accommodation or exemption to this policy because of a medical, religious or other reason, please discuss with the recruiter so that a reasonable accommodation can be considered.

Education: Bachelors or Associate degree in Accounting or Finance; a paralegal certificate, a plus, but not required.

Experience: One-year prior experience with a law firm, a bank or accounting firm, a plus but not required.

Skills: Excellent verbal and written communication skills as well as the ability to work in a team setting with individuals at all organizational levels. Ability to organize and prioritize issues and workload. The ability to work on projects independently or with little supervision. Flexibility and ability to adapt to constantly changing priorities. Exercising independent judgment and initiative.

Other

Supervisory Responsibilities: None.

Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc.

Typical Physical Demands: Manual dexterity sufficient to operate standard office equipment.

Typical Mental Demands: Able to work effectively in a fast paced environment. Make judgment decisions and adapt to changing work situations. Grasp and apply new ideas. Communicate with various personalities at all levels.

Working Conditions: Works in typical office setting. Occasionally called upon to work hours in excess of your normal daily schedule.

Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401 (k) plan.

Reed Smith is an Equal Opportunity Employer. Reed Smith's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, age, national origin, sexual orientation, gender identity and/or expression, disability, veteran's status, or any characteristic protected by law. As a firm, we adhere to and promote equal employment opportunity for all.

Reed Smith provides reasonable accommodations for persons with disabilities, including in the application and interview process.

Qualified candidates only. No search firms.