Tax Exempt Paralegal; Cincinnati

Taft is seeking a paralegal to serve our Tax‑Exempt team in the Cincinnati office.

We are seeking a Paralegal with at least one year of paralegal experience to support our Tax‑Exempt team. All Taft employees operate under a "Client First" philosophy – we seek to provide exceptional services to our clients.

• Monitor and prepare necessary filings regarding corporate status and charitable solicitation authorization for charitable organizations.
• Arrange for procurement of outside services such as statutory agent services, lien searches, state filings, securities filings, etc.
• At the direction of the assigning attorney, correspond with outside counsel, filing agents, and clients.
• Organize and maintain internal files and closing materials for assigned practice group.
• Follow the ethical requirements set forth by the Rules of Professional Conduct of the applicable jurisdiction.
• Clearly communicate in a concise (oral and written), professional manner.
• Proactively provide support to attorneys as assigned.
• Draft routine legal documents and correspondence specific to the Tax‑Exempt practice groups.
• Assist with diligence matters related to restricted funds maintained by charitable organizations.
• Process invoices for client disbursements and firm expenses for payment.
• Prioritize work, monitor deadlines, and communicate the same to the assigned team.
• Timely enter, review, and correct time entries.
• Act as liaison between attorneys and practice support teams.

• Manage Docusign signature process and compile signature pages.
• Prepare organizational binders for corporate governance purposes.
• Assist in the formation of business entities, including nonprofit corporations and limited liability companies.
• Draft and revise Articles of Incorporation/Formation.
• Familiarity with Secretary of State and Attorney General websites (or other government agencies which regulate charitable organizations).
• Organize, participate, and assist in transactions and prepare and update closing and other checklists.
• Update and maintain electronic data rooms.

• Maintain client confidentiality.
• Strong attention to detail.
• Proficient in Microsoft Office 365 – Word, Outlook and Excel.
• Proficient in computerized legal research programs including West Law, Lexis/Nexis, PACER, and other secure transfer programs.
• Proficient in case management software and/or specialty practice area software where applicable.
• Proficient in Adobe Acrobat and other PDF software such as Power PDF.
• Adept at using Docusign and creating multiple‑choice forms.
• Proficient in Candid (Guidestar) (desired).
• Proficient in iManage Desksite – ability to perform searches and find documents for references (desired).
• Notary or willing to become one (desired).
• High school diploma required.
• ABA approved paralegal certificate and one or more years of experience in a law firm or legal department of a corporation or nonprofit organization preferred.

Interested candidates may apply here.

Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.