What are the responsibilities and job description for the Paralegal position at Visibility CFO & Tax Advisors?
Job Description
Are you ready to advance your career in the legal field and want a role that offers growth, challenge, and meaningful client impact? Are you proactive, detail-oriented, and skilled at managing projects and getting them over the finish line? We are growing, and we’d love for you to grow with us!
Who We Are
Legal Support & Case Management:
Are you ready to advance your career in the legal field and want a role that offers growth, challenge, and meaningful client impact? Are you proactive, detail-oriented, and skilled at managing projects and getting them over the finish line? We are growing, and we’d love for you to grow with us!
Who We Are
- We are more than just a tax firm. While we are serious about tax compliance, we are passionate about growth and financial freedom- so we offer our clients actionable CFO, tax and legal solutions.
- We help our clients navigate their business and financial related legal matters, ensuring their assets are protected and their business interests are secure.
- We help our clients build their businesses, grow their assets and minimize their tax liability.
- We believe communication is at the core of our success. We are busting the "my CPA never gets back to me" typecast. And our commitment to transparency means we are honest and humble in that communication.
- We are solution-focused, with a strong bias for action and unwavering commitment to finding solutions.
- Our drive for excellence means that we aspire to high standards and exceptional results.
- We are community oriented culture builders who approach our interactions and relationships with kindness and respect.
- You have experience in a legal environment and understand the importance of precision and confidentiality.
- You are confident in client interactions and share our commitment to clear, effective communication.
- You are skilled in managing your time and prioritizing tasks to ensure deadlines are met.
- You have strong organizational skills, allowing you to handle multiple projects simultaneously.
- You approach your work with honesty, kindness, and respect.
- You are solution-focused and growth-minded—if you don’t know the answer, you take the initiative to find it.
- You are highly detail-oriented—so much so that you’ve read this entire description! Include “Communication is King” in your subject line when you apply to show you’re paying attention. Submissions without this subject will not be considered.
- You are proactive, self-directed, and innovative in finding solutions to legal and administrative challenges.
- You have a drive for excellence, maintaining high standards and striving for exceptional results.
- A Bachelor’s degree and/or 3 years of experience as a paralegal or legal assistant is a plus.
Legal Support & Case Management:
- Assisting attorneys in case preparation, document drafting, and legal research.
- Managing client files, ensuring documents are organized, updated, and easily accessible.
- Coordinating and tracking deadlines and legal compliance requirements.
- Drafting legal correspondence, contracts, and agreements with attorney oversight.
- Maintaining client confidentiality and handling sensitive legal information with discretion.
- Serving as a liaison between attorneys, clients, and external parties.
- Managing client communications, scheduling consultations, and keeping clients updated on case progress.
- Ensuring internal communication among team members is clear, organized, and effective.
- Managing legal document software and databases for efficient case tracking.
- Assisting with business entity formation, contract reviews, and compliance documentation.
- Supporting office administrative tasks related to legal services.
- A full-time hourly position at $18-$40 per hour (based on experience)
- Opportunity for growth and advancement in the company
- Opportunity for bonuses
- Email admin@visibilitycpa.com and attach your resume.
Salary : $18 - $40
