Description

We are a dynamic, full-service financial, tax, legal, and consulting firm specializing in serving entrepreneurially-driven businesses, high-net-worth individuals, and professional athletes. Our approach is centered around acting as business partners committed to helping our clients navigate complex financial landscapes, maximize profitability, and achieve long-term success. We pride ourselves on being forward-thinking, offering strategic solutions that go beyond compliance, and fostering an entrepreneurial mindset that drives growth and innovation.

Company Culture and Environment

We offer a flexible hybrid work culture that values collaboration, results, and accountability. Our team thrives in a supportive environment that emphasizes exceptional service and professional growth.

Career Growth and Development Opportunities

We are committed to providing an environment where team members can grow professionally and develop their skills, contributing to their overall career advancement.

Detailed Benefits and Perks

• Flexible hybrid work culture
• Collaborative environment focusing on results and accountability

Compensation and Benefits

• Competitive salary based on experience
• Health, dental, and vision insurance
• Retirement savings plan with company matching
• Generous vacation and paid time off policy
• Opportunities for professional development and continuous learning

Why you should apply for this position today

Joining our team means being part of an organization that values innovation and supports your professional journey. If you thrive in a fast-paced, supportive environment and are passionate about contributing to meaningful work, we encourage you to apply.

Skills

• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Discretion and confidentiality
• Proactive attitude with a willingness to take initiative
• Comfortable with time entry and technology tools
• Detail-oriented with problem-solving capabilities
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Typing speed of 65+ WPM

Responsibilities

• Assemble estate plans and related documents
• Organize and create binders for legal files
• Draft and proofread cover letters and communications on behalf of attorneys
• Prepare checks for partner approval and handle electronic filing
• Respond to tax notices and organize supporting information for audits
• Draft deeds, business license applications, operating agreements, and other corporate documents
• Ensure client compliance with Secretary of State and other regulatory requirements
• Assist with trust administration and accounting
• Serve as a client liaison, gathering information and managing engagement letters
• Coordinate appointment scheduling and send reminders
• Follow up with clients and ensure all information is received for project execution
• Set up projects, milestones, and tasks in firm project management software
• Update and track project progress for both yourself and the professionals you support

Qualifications

• Minimum 2 years of administrative assistant experience in a law or tax compliance firm
• Associate Degree (preferred but not required)
• Friendly, approachable, and client-focused

Education Requirements

Associate Degree preferred, but not required.

Education Requirements Credential Category

• Associate Degree in relevant field (preferred but not required)

Experience Requirements

Minimum of 2 years of experience in a law or tax compliance firm.

Why work in Santa Ana, CA

Santa Ana offers a vibrant community with a rich blend of cultural experiences, beautiful parks, and a variety of dining options. The city is strategically located with easy access to major highways and public transportation, making it an appealing place for both work and leisure.