Legal Assistant/Office Manager

Legal Assistant/Case Manager

Corte Madera, CA

Kugelman Law

Kugelman Law is a tax and cryptocurrency law firm looking to hire a Legal Assistant/Case Manager who will play a crucial role in managing the lifecycle of cases, ensuring smooth operations and effective communication with clients.

This role involves coordinating with attorneys, clients, and other stakeholders to deliver high-quality legal services while maintaining a positive and professional demeanor.

The ideal candidate enjoys working in a small-team environment, has a self-starter attitude, and the ability to work independently.

The Legal Assistant/Case Manager will report to Managing Attorney Alex Kugelman and is physically expected to work in our Corte Madera, CA, office from 8:30 am-5:00 pm Monday through Friday with the possibility of a hybrid remote schedule in the future depending on performance.

Kugelman Law provides all full-time employees with 100% employer paid medical, dental, and vision insurance premiums; a 401(k) plan with employer-match contributions; and paid time off.

Responsibilities:

• Case Management
• Organize and maintain client files, correspondence, and legal forms in legal practice management software from onboarding to resolution.
• Calendar case deadlines, important task due dates, and meetings.
• Conduct legal research and gather relevant information as required.
• Prepare and file legal documents, such as Power of Attorney forms, Freedom of Information Act (FOIA) requests, and court motions.

• Client Communication
• Serve as the primary point of contact for clients starting with new client onboarding tasks to regular status updates throughout the matter to case closeout.
• Respond promptly to all client inquiries within one business day.
• Address client concerns and inquiries with empathy and professionalism.
• Maintain confidentiality and discretion when handling sensitive information.

• Administrative Support
• Perform general office duties such as filing, copying, mailing, and faxing documents.
• Collaborate with team members to ensure efficient workflow and productivity.
• Provide assistance and support to colleagues as needed, fostering a collaborative work environment.
• Contribute ideas for process improvement and optimization of case management procedures.

Qualifications:

• Bachelor's degree in Legal Studies, Business, or a related field.
• Proven administrative experience working as a legal assistant, account manager, paralegal, or similar position.
• Prior tax experience preferred.
• Strong organizational skills with the ability to multitask and prioritize tasks effectively.
• Excellent communication skills, both verbal and written, with a professional and positive demeanor.
• Proficiency in document management and working with client management software.
• Ability to work independently with minimal supervision and as part of a team.
• Extraordinary attention to detail and accuracy in all aspects of work.
• Commitment to maintaining confidentiality and upholding ethical standards.

Primary software used:

• Google Suite
• Dialpad (phone system)
• Canopy (legal practice management system)
• Quickbooks (accounting system)
• Intuit ProConnect (tax preparation)
• Harvest (time tracking)
• Dropbox (document management)

Job Type: Full-time

Pay: $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 2 years

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Legal administrative: 1 year (Preferred)
• Tax: 1 year (Preferred)
• Administrative assistance: 2 years (Required)

Ability to Commute:

• Corte Madera, CA 94925 (Required)

Work Location: In person