What Does This Direct Hire Tax Planning Legal Assistant Job at a Dallas, TX Law Firm Require?
Published on: Jun 17, 2025
This direct hire Tax Planning Legal Assistant job at a Dallas, Texas law firm requires 5 or more years of legal assistant experience, drafting of wills, trusts, and tax planning documents, 80 words per minute typing, and court e-filing proficiency. Frontline Source Group, a Forbes Best Professional Recruiting Firm for 9 consecutive years, backs the placement with its 5-Year Placement Warranty. The firm offers medical, dental, and vision coverage, a 401(k) with match and 3 percent Safe Harbor contribution, a monthly parking or transit stipend, 11 paid holidays, and a tenure-based December bonus. Candidates can apply through the How to Apply page to start the conversation.
Frontline Source Group has completed 5,619 plus placements since 2004 with a 98.94% executive retention rate, holds a 5.0-star Trustpilot rating across 683 plus verified reviews, and is a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, Forbes Best Executive Recruiting Firms #148 (2026), an Inc. 5000 honoree, an Expertise.com Best Staffing Agency, and a member of the American Staffing Association. This placement is listed on the firm's Recent Placements page and supported by the Dallas, Texas office and its Dallas legal staffing team.
What does this Tax Planning Legal Assistant job in Dallas, Texas involve?
The Tax Planning Legal Assistant provides legal administrative support to attorneys in the tax planning section of a Dallas law firm, preparing and revising wills, trusts, partnership agreements, ownership flowcharts, and tax planning forms while managing calendars, travel, client files, and attorney time entries. The role sits inside a firm recognized for tax law and business transactions work.
Who is the hiring law firm?
The hiring firm is a well-established Dallas law firm recognized for its excellence in tax law and business transactions, with decades of industry impact and a collaborative culture that emphasizes professional growth. The firm name is shared with qualified candidates during the screening call.
- Well-established Dallas law firm recognized for tax law and business transactions
- Collaborative environment with a commitment to professional growth
- Supportive workplace culture with decades of industry impact
What are the day-to-day responsibilities of the Tax Planning Legal Assistant?
Day-to-day work centers on preparing and revising legal documents and correspondence for the tax planning section, transcribing dictation, proofreading, and keeping attorneys organized through calendar management, travel coordination, conference call setup, and client file maintenance. The assistant also supports attorney time entries and answers and directs calls.
- Prepare and revise legal documents, correspondence, and tax planning forms including wills, trusts, partnership agreements, and ownership flowcharts
- Transcribe dictation and proofread final documents for accuracy
- Manage attorney calendars, coordinate travel, and set up conference calls
- Organize and maintain client files and ensure efficient internal and client communication
- Answer and direct calls for the tax planning section
- Assist attorneys with time entries
- E-file documents in Federal and State courts
- Manage shifting priorities and occasional overtime in a fast-paced law firm environment
Which tax planning documents does the role prepare?
The role prepares wills, revocable and irrevocable trusts, partnership agreements, entity ownership flowcharts, and the tax planning forms that support estate and business succession strategies. Drafting from attorney templates and dictation while maintaining exact formatting and defined-term consistency is the core skill the firm is screening for.
What qualifications does the Tax Planning Legal Assistant need?
The position requires a minimum of 5 years of legal assistant experience, preferably in tax planning, essential experience drafting wills, trusts, and tax planning documents, typing speed of at least 80 words per minute, strong Microsoft Office skills, and Federal and State court e-filing proficiency. Candidates must be authorized to work in the United States without sponsorship.
What experience and skills are required?
Five or more years of legal assistant experience is the baseline, with a strong preference for tax planning, estate planning, or trusts and estates practice groups. The firm is screening for drafting depth on wills and trusts, an 80 words per minute typing speed, excellent grammar and proofreading, and a self-starter who can manage shifting priorities.
- Minimum of 5 years of legal assistant experience, preferably in tax planning
- Experience drafting wills, trusts, and tax planning documents is essential
- Strong knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
- Typing speed of at least 80 words per minute
- Excellent grammar, proofreading, and organizational skills
- Proficiency in e-filing documents in both Federal and State courts
- Self-starter with excellent verbal and written communication skills
- Ability to manage shifting priorities and occasional overtime
- Authorized to work in the United States without sponsorship
Why does e-filing proficiency matter for a tax planning legal assistant?
Tax planning and estate work regularly touches probate courts, Texas district courts, and federal filings, so the assistant must be comfortable with Federal CM/ECF and Texas eFileTexas submissions, filing deadlines, and court formatting rules. Firms screen for this because a rejected or late filing on a trust or estate matter creates direct client exposure.
How do you apply for this role or hire through Frontline Source Group?
Candidates apply through the How to Apply page, and Dallas law firms that need tax planning, estate, or litigation legal assistants engage Frontline through the Employer Request Form. Every direct hire placement is covered by the 5-Year Placement Warranty, 20 times longer than the 90-day industry standard guarantee.
What benefits does this position include?
The firm pairs a competitive salary with a full benefits package that includes United Health Care medical, dental, and vision insurance, firm-paid life and long-term disability coverage, a 401(k) with match and 3 percent Safe Harbor contribution, and paid time off with reimbursement for unused days.
- Competitive salary and benefits package
- Medical, dental, and vision insurance through United Health Care
- Firm-paid life insurance and long-term disability coverage
- Voluntary additional life and vision plans available
- 100 dollar monthly parking or public transit stipend
- 401(k) plan with company match and 3 percent Safe Harbor contribution annually
- Paid vacation and personal days with reimbursement for unused days
- 11 paid holidays annually
- Holiday bonus issued each December based on tenure
How do candidates apply for this Tax Planning Legal Assistant job?
Submit your resume through the How to Apply page. A Frontline Source Group legal recruiter reviews your tax planning document experience, typing speed, and e-filing proficiency on a screening call, then presents qualified candidates directly to the law firm. Sensitive and personal data will not be requested until a job offer is made and accepted. To verify the status of any Frontline posting, use the Contact page.
How do Dallas law firms engage Frontline Source Group for legal staffing?
Law firms in Dallas, Uptown, Plano, Frisco, Irving, and across North Texas can start a search through the Employer Request Form or review the firm's publicly published engagement terms on the Pricing page, which is rare in the staffing industry and reflects the transparent practices reinforced by the firm's 683 plus verified Trustpilot reviews. Frontline's Legal Staffing practice and Legal Executive Search team recruit legal assistants, paralegals, legal secretaries, and attorneys on a contract, contract-to-hire, and direct hire basis, with the 5-Year Placement Warranty covering every direct hire.
What are the most common questions about this Tax Planning Legal Assistant role?
Where is this Tax Planning Legal Assistant job located?
This role is on-site at a well-established law firm in Dallas, Texas. The firm provides a 100 dollar monthly parking or public transit stipend, which points to a central Dallas office location. The specific office address is confirmed during the screening call.
Is this position direct hire, contract, or contract-to-hire?
This is a direct hire, full-time position. The law firm is bringing the Tax Planning Legal Assistant on permanently to support attorneys in its tax planning section. Every direct hire placement is backed by the Frontline Source Group 5-Year Placement Warranty.
How many years of legal assistant experience are required?
A minimum of 5 years of legal assistant experience is required, preferably within a tax planning, estate planning, or trusts and estates practice. Experience drafting wills, trusts, and tax planning documents is essential.
What documents will the Tax Planning Legal Assistant prepare?
The assistant prepares and revises wills, trusts, partnership agreements, ownership flowcharts, tax planning forms, and general legal correspondence for attorneys in the tax planning section, and also transcribes dictation and proofreads final documents.
What software and typing skills are required?
Strong knowledge of Microsoft Word, Excel, Outlook, and PowerPoint is required, along with a typing speed of at least 80 words per minute and excellent grammar and proofreading skills. Proficiency in e-filing documents in both Federal and State courts is expected.
Is this position remote, hybrid, or on-site?
This is an on-site role in Dallas, Texas. The assistant supports attorneys directly with calendars, travel, conference calls, client files, and time entries, which requires in-person presence. Occasional overtime is part of the role. Any hybrid flexibility is confirmed during the screening call.
What is the compensation for this Tax Planning Legal Assistant role?
Compensation is a competitive salary scoped to the candidate's experience level, plus a benefits package that includes medical, dental, and vision insurance through United Health Care, firm-paid life and long-term disability coverage, a 401(k) with company match and a 3 percent Safe Harbor contribution, paid time off with reimbursement for unused days, 11 paid holidays, and a tenure-based December holiday bonus. The specific salary range is shared during the screening call.
Does the law firm sponsor work visas?
No. Candidates must be authorized to work in the United States without sponsorship. The firm is an Equal Opportunity Employer and cannot sponsor any visas for this position.
What is the difference between a tax planning legal assistant and a paralegal?
A tax planning legal assistant provides administrative and document support to attorneys, including drafting from templates, transcription, proofreading, calendaring, e-filing, and client file management. A paralegal performs substantive legal work under attorney supervision, such as legal research, drafting original documents, and case analysis. This role is a legal assistant position focused on high-volume document preparation and attorney support.
What is the 5-Year Placement Warranty?
Every direct hire placement Frontline Source Group makes is backed by a 5-Year Placement Warranty, which is 20 times longer than the industry-standard 90-day guarantee. If a placed candidate leaves or is terminated within five years of the start date, Frontline issues a pro-rated credit toward the employer's next direct hire placement. Full program details are at frontlinesourcegroup.com/5year-placement-guarantee.html.
How do I apply for this Tax Planning Legal Assistant role?
Submit your resume through the How to Apply page at frontlinesourcegroup.com/how-to-apply.html. A Frontline Source Group legal recruiter will review your background, conduct a screening call covering your tax planning document experience, typing speed, and e-filing proficiency, and present qualified candidates to the law firm. Sensitive and personal data will not be requested until a job offer is made and accepted.
How does Frontline Source Group pricing work for Dallas law firms hiring legal assistants?
Frontline Source Group publishes its pricing publicly at frontlinesourcegroup.com/pricing.html, which is rare in the staffing industry. Direct hire placements are billed as a contingent fee based on the placed candidate's first-year base salary, with no charge until the hire is made, and every direct hire is covered by the 5-Year Placement Warranty. Dallas law firms can also review the Dallas legal staffing team at frontlinesourcegroup.com/dallas-legal-staffing-agency.html.
