Paralegal - Tax Controversy/ Energy Tax
Holland & Knight LLP, Washington, District of Columbia, United States
We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.
This position may be filled in Washington D.C. or Dallas.
General Description We are seeking a Tax Paralegal to join our team! This person will assist the Tax Controversy group in various types of legal matters and provide assistance in preparing legal documents; research and compile data; prepare drafts of documents; maintain responsibility for files, calendars and meetings, etc.
Key Responsibilities And Essential Job Functions
Case Management
Track client document submissions / responses
Create OneDrive or HighQ sites for clients to submit documents
Follow up with clients (or remind attorneys to) re document submissions
Submit documents to the IRS
Track submissions
Manage HK Workflow Design IRS Audit Tracker and the pending Litigation Tracker
Trial Support
Calendar statute deadlines
Conform court filings to local rules
Track filings from opposing counsel
Calendar deadlines for filings
Maintain electronic pleading pads
Prepare indices, appendices, and other exhibits to court filings
Prepare exhibit lists
Organize complex facts
Document Drafting
Start draft documents from preexisting templates
Proofread documents for finalization
Prepare and assemble exhibits
Prepare physical mailings, review for document completeness, and confirm delivery
Prepare tax entity and structure charts
Use firm AI tools to create templates for commonly used responses to the IRS (e.g., penalty abatement requests)
Legal Research
Track and keep group apprised of changes to developing legislation and cases, particularly existing ERC cases
Gather and organize statutes, regulations, and IRS guidance and governmental orders for ERC cases
Use firm AI tools to teach the LLM (language learning model) specific tax terms which will result in more accurate tax search results
State and Federal Searches, Forms, and Filings
Prepare federal and state powers of attorney for tax controversy matters and file with CAF unit
Obtain IRS taxpayer transcripts and other records from state or IRS
Perform SOS and Comptroller searches for entity names, dbas, filing history, ownership information, and tax compliance
Required Skills
Organizational skills and attention to detail to work independently, meet frequent deadlines and produce a high-quality work product.
Organizational skills to maintain daily accounting of time records and input timesheets into the system directly.
Communication skills to interact with all levels of internal staff, attorneys and management and external clients of the firm.
Analytical and critical thinking skills sufficient to make decisions regarding daily work.
Time management skills to handle multiple tasks efficiently and accurately.
Document management, tracking, and AI skills or ability to quickly learn.
E‑filing skills.
Required Qualifications & Education
5 – 10 years of experience in a related area.
Bachelor’s degree.
Preferred Qualifications & Education
Paralegal certification a plus.
Physical Requirements
Ability to sit or stand for extended periods of time.
Moderate or advanced keyboard usage.
District of Columbia – $40.60 - $61.00/hrly.
Benefits Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below is a list of just some of the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.
Benefits may vary by position and office.
Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.
Personal information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of information collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.
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This position may be filled in Washington D.C. or Dallas.
General Description We are seeking a Tax Paralegal to join our team! This person will assist the Tax Controversy group in various types of legal matters and provide assistance in preparing legal documents; research and compile data; prepare drafts of documents; maintain responsibility for files, calendars and meetings, etc.
Key Responsibilities And Essential Job Functions
Case Management
Track client document submissions / responses
Create OneDrive or HighQ sites for clients to submit documents
Follow up with clients (or remind attorneys to) re document submissions
Submit documents to the IRS
Track submissions
Manage HK Workflow Design IRS Audit Tracker and the pending Litigation Tracker
Trial Support
Calendar statute deadlines
Conform court filings to local rules
Track filings from opposing counsel
Calendar deadlines for filings
Maintain electronic pleading pads
Prepare indices, appendices, and other exhibits to court filings
Prepare exhibit lists
Organize complex facts
Document Drafting
Start draft documents from preexisting templates
Proofread documents for finalization
Prepare and assemble exhibits
Prepare physical mailings, review for document completeness, and confirm delivery
Prepare tax entity and structure charts
Use firm AI tools to create templates for commonly used responses to the IRS (e.g., penalty abatement requests)
Legal Research
Track and keep group apprised of changes to developing legislation and cases, particularly existing ERC cases
Gather and organize statutes, regulations, and IRS guidance and governmental orders for ERC cases
Use firm AI tools to teach the LLM (language learning model) specific tax terms which will result in more accurate tax search results
State and Federal Searches, Forms, and Filings
Prepare federal and state powers of attorney for tax controversy matters and file with CAF unit
Obtain IRS taxpayer transcripts and other records from state or IRS
Perform SOS and Comptroller searches for entity names, dbas, filing history, ownership information, and tax compliance
Required Skills
Organizational skills and attention to detail to work independently, meet frequent deadlines and produce a high-quality work product.
Organizational skills to maintain daily accounting of time records and input timesheets into the system directly.
Communication skills to interact with all levels of internal staff, attorneys and management and external clients of the firm.
Analytical and critical thinking skills sufficient to make decisions regarding daily work.
Time management skills to handle multiple tasks efficiently and accurately.
Document management, tracking, and AI skills or ability to quickly learn.
E‑filing skills.
Required Qualifications & Education
5 – 10 years of experience in a related area.
Bachelor’s degree.
Preferred Qualifications & Education
Paralegal certification a plus.
Physical Requirements
Ability to sit or stand for extended periods of time.
Moderate or advanced keyboard usage.
District of Columbia – $40.60 - $61.00/hrly.
Benefits Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below is a list of just some of the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.
Benefits may vary by position and office.
Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.
Personal information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of information collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.
#J-18808-Ljbffr