We are seeking a dedicated and detail-oriented Paralegal to join our team, specializing in assisting small business clients who are pursuing litigation to enforce the refund of their Employee Retention Tax Credit (ERTC) claims. This role will be crucial in the initial intake process, working closely with clients to gather necessary documentation, including tax forms and financial records, and ensuring efficient scheduling of follow-ups.
Key Responsibilities:
- Manage the intake process for new clients seeking ERTC litigation services.
- Collect and organize all required tax forms, financial documents, and related materials.
- Schedule follow-up meetings and calls with clients to ensure timely submission of documents.
- Maintain accurate and up-to-date client records within our case management system.
- Communicate with clients professionally and compassionately, providing guidance and support during the initial phases of litigation.
- Collaborate with attorneys and other staff to ensure seamless case preparation.
Qualifications:
- Paralegal certification or equivalent legal experience.
- Strong organizational skills and attention to detail.
- Experience working with tax documents and financial records is preferred.
- Excellent communication and client service skills.
- Ability to handle multiple clients and deadlines simultaneously.
- Proficiency in legal and case management software.
- This position offers the opportunity to work in a fast-paced, rewarding environment, where you will make a direct impact on small businesses seeking justice and relief through litigation.
