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EXECUTIVE ASSISTANT/LEGAL ASSISTANT (PART-TIME)

About us:

Kennedy Legal Services, LLC (DBA Kennedy Tax Solutions) has been actively involved in the tax controversy area of law for 30 years. We have assisted thousands of clients in solving their tax issue(s) with federal and state taxing agencies. At Kennedy Tax Solutions, we believe every tax problem has a solution; a solution that allows our clients the opportunity to conclude on the tax issues they once believed were unsolvable. We address complex tax issues on the state and federal level, with creative solutions designed to quickly and efficiently solve the client’s tax issue(s). Our practice is a blend of tax, law and accounting services.

We’re committed to an uncommonly genuine way of being with our prospects, our clients and each other. Our culture values transparency and co-creativity. It’s supportive and growth-oriented. We help individuals and business owners grow past their current tax issues. In that relationship it requires each of us an openness to grow, personally and professionally.

We are located in Prescott and the position will require you to be in person at our office.

Your role:

As our Executive/Legal Assistant, you’ll provide vital support to our Leadership Team and assist the Firm’s coordinated efforts to provide smooth and effective legal and tax services to our clients. You’ll provide office support services (legal, administrative and accounting) for Mr. Kennedy as well as the operational roles. Additionally you will help establish and further develop an administrative strategy for the profitable long-term growth of the business,, that’s in alignment with our vision, our values and our brand.

You’re the person we’re looking for if you:

• Thrive in an environment that’s both disciplined in the execution of its strategic plans and flexible in its response to changing circumstances
• Have excellent analytic, budgeting, legal, accounting and financial management skills
• Think strategically as well as tactically
• Respond proactively to what the business is calling you to see and to do
• Can easily start or coordinate necessary information to people with every level of the business

….and if you’re someone who loves:

• Being able to differentiate between urgent and important tasks
• Solving problems that help others and leave things better than you found them
• Producing results on your own as well as through the people you work with
• Assist in the development of systems and transform existing systems into ones that are more flexible, accurate, reliable and easy to use
• Learning and growing (which includes the willingness to admit what you don’t know)
• Digging beneath the surface of things for root causes so you can treat the problem rather than the symptoms
• Helping business owners overcome the unique challenges they experience

This is an opportunity for you to have a big impact at a company with an established brand and loyal following, a place where you can discover more of yourself, work with a team of smart and caring people, and have a hand in creating something that is truly magical.

What you'll do:

• Be the support person in our client resolution process by completing administrative tasks to support the Mr. Kennedy, attorneys, CPA’s and paralegals.
• Utilize our CRM and related templates to support the tax resolution process.
• Assist in some tax resolution services for our clients including but not limited to installment agreements, offer-in-compromise, audit support, abatement requests, collection defense services and tax appeals.
• Organize and schedule meetings and appointments.
• Contact (call or email) potential clients and existing clients for needed information.
• Assist in the managing of owner’s schedule, calendar and appointments.
• Update job knowledge by participating in educational opportunities; reading professional.

publications; participating in professional organizations.

• Implement procedural and policy changes to improve operational efficiency.
• Maintenance of a case log and/or file for reference and review.
• Assist in organizing office operations and procedures.
• Assist in developing and implementing office policies by setting up procedures and standards to guide and improve the operations of the office.

What you'll need:

• High technical skills with hardware and software.
• Associate or bachelor’s degree with five years office experience in law, finance, insurance or accounting preferred.
• Clear communication skills, both written and verbal.
• Exceptional attention to detail.
• United States residency and eligibility to work in the United States.

What we offer:

• Competitive salary
• 401(k) with 4% salary contribution
• Week vacation after six months
• Insurance supplement available
• A world-class, committed team that gets things done—and cares about you as a person, not just the results you produce
• An open and honest work environment in which your voice is heard, and you matter
• The opportunity to do work that makes a meaningful difference in people’s lives and to grow with an expanding, well-established company that thrives on creativity and innovation through

How to apply:

If this sounds like you, please submit a resume and cover letter telling us about yourself.

Job Type: Part-time

Pay: $22.00 - $27.00 per hour

Expected hours: 15 – 24 per week

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

People with a criminal record are encouraged to apply

Experience:

• Administrative: 2 years (Required)

Work Location: In person