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Paralegal
ParalegalTalley & Company • Orange, CA, United States
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Paralegal

Paralegal

Talley & Company • Orange, CA, United States
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Title : Paralegal

Location : Orange, CA (FT-Hybrid : 3 days onsite, 2 days remote)

Department : Talley Law Group (TLG)

Reports to : Legal Department Lead – Tax & Legal

Overview

Talley Law Group (TLG) seeks a highly organized, tech-savvy Paralegal to support multiple attorneys handling corporate and tax-driven transactional matters. This position requires a professional who thrives in a fast-paced, detail-oriented, and client-focused environment.

The role offers flexibility for both :

  • Experienced paralegals (3–5+ years) with exposure to transactional or tax-related work, or
  • Entry-level graduates with strong technical and organizational skills who are eager to learn and grow in a boutique legal environment.

The ideal candidate will demonstrate a balance of precision, resilience, and resourcefulness, with the ability to manage competing priorities, handle sensitive client information with discretion, and collaborate effectively with a team of highly skilled and fast-paced professionals.

Core Responsibilities

  • Provide case management and administrative support to multiple attorneys handling corporate, entity formation, and transactional matters with tax components.
  • Coordinate document execution, entity formation filings, and correspondence with clients and external agencies.
  • Maintain organized digital files and project tracking using document and project management software.
  • Review, edit, and format legal documents and correspondence using Microsoft Word and Adobe Acrobat.
  • Perform research, including Secretary of State filings, IRS lookups, and basic legal and factual research.
  • Assist in preparing client deliverables, transactional checklists, and entity playbooks.
  • Utilize Excel for project budgets, tracking sheets, and basic data analysis (including formulas, lookups, and pivot tables).
  • Collaborate with the operations and tax teams to ensure compliance and consistency across client matters.

    • Must-Haves

  • Technical Proficiency in Excel : Ability to confidently use formulas, VLOOKUPs, pivot tables, and formatting for financial or transactional tracking.
  • Tolerance and Professional Resilience : Ability to work with direct, fast-moving personalities and maintain composure and professionalism under pressure.
  • Interest in Tax-Driven Corporate Work : Willingness to review tax returns and work with documents containing sensitive financial data.
  • Bachelor’s Degree in related fields
  • Strong attention to detail and follow-through; proven ability to manage multiple deadlines and priorities simultaneously.
  • Adaptability : Comfortable navigating shifting priorities and handling a variety of small projects concurrently.
  • Ownership mindset : Demonstrates initiative and accountability in all assigned matters.
  • Prior experience (3 - 5 years) supporting transactional, corporate, or tax attorneys at a law or consulting firm.

    • Nice-to-Haves

  • Paralegal Certificate from an accredited institution
  • Experience drafting or proofreading transactional documents, entity filings, or closing binders.
  • Familiarity with document management and e-signature platforms (e.g., iManage, DocuSign, Adobe Sign).
  • Exposure to AI tools for drafting, summarizing, or document review with sound professional judgment.
  • Experience supporting a tax-focused legal or accounting team.
  • Background in business entity formations, M&A support, or corporate reorganizations.
  • Working knowledge of legal research tools such as LexisNexis, Westlaw, or equivalent.

    • Soft Skills & Team Fit

  • Resilient, self-motivated, and not easily discouraged by constructive or direct feedback.
  • Thrives in a high-performance boutique environment with multiple stakeholders.
  • Client-service-oriented with strong organizational discipline.
  • Proactive and confident in asking questions or seeking clarity.
  • Positive attitude, sense of humor, and the ability to “roll with the punches.”

    • Work Environment

  • Hybrid schedule (typically 3 days onsite / 2 days remote).
  • Collaborative and transparent department culture within a tax–legal integrated practice.
  • Direct mentorship from experienced transactional attorneys with growth potential into advanced paralegal or legal operations responsibilities.
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