Description

Our client, a well respected firm in downtown Sacramento, is seeking a Tax Secretary to join the team. The ideal candidate will provide administrative and clerical support to tax attorneys. This role requires strong multitasking skills, proficiency in legal and tax-related documentation, and the ability to maintain confidentiality.

Key Responsibilities:

Document Preparation & Filing

• Drafting, proofreading, and formatting legal documents, including tax filings, petitions, and memoranda.

• Filing legal documents with courts, tax authorities, and government agencies.

• Assisting with tax return preparation, extensions, and other tax-related filings.

Administrative Support

• Managing attorney calendars, scheduling meetings, and tracking important tax deadlines.

• Organizing and maintaining client files, both digital and physical.

• Handling client correspondence, phone calls, and emails in a professional manner.

• Coordinating travel arrangements and meeting logistics for attorneys.

Billing & Financial Tracking

• Assisting with client billing, expense tracking, and invoicing.

• Preparing reports related to tax cases and financial matters.

Legal Research & Compliance

• Conducting basic legal research on tax laws, regulations, and case precedents.

• Ensuring compliance with federal, state, and local tax regulations.

Client Communication

• Acting as a point of contact between attorneys, clients, and government agencies such as the IRS, California Franchise Tax Board (FTB), and the State Board of Equalization (BOE).

Requirements

• Previous experience as a legal secretary, preferably in tax law or a related field.

• Strong knowledge of legal terminology, tax procedures, and court filing requirements.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and legal document management systems.

• Excellent organizational skills and attention to detail.

• Strong written and verbal communication skills.

• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

• Experience with tax software and e-filing systems is a plus.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .