Legal Assistant - Estates and Tax

Who We Are

 
Clark Wilson LLP is a leading, innovative law firm in British Columbia. For over 100 years, we’ve proudly advised clients on a comprehensive range of legal issues and with over 200 professionals serving some of the most recognizable brands in the world, we’ve built a culture of collaboration, inclusivity, and excellence.

As leaders in our markets, we continue to grow by fostering strong relationships, delivering exceptional service, and empowering our people to succeed. We are consistently recognized for our professional achievements, and we take pride in creating a workplace where people enjoy coming to work every day.

What You’ll Be Doing

Clark Wilson LLP is seeking a Legal Assistant to support lawyers within our Estates, Trusts, and Tax practice group. This role is primarily focused on solicitor-based tax and estate planning matters, including corporate reorganizations, trust structuring, and succession planning.

Primary responsibilities include, but are not limited to:

Preparing, formatting, and finalizing legal documents and correspondence related to estate planning, tax planning, trusts, and corporate reorganizations

Assisting with the implementation of estate freezes, corporate reorganizations, and post-mortem and succession planning strategies

Supporting the preparation and organization of estate planning documents, including wills, trusts, and powers of attorney

Preparing corporate documentation, including resolutions, share transactions, and maintaining corporate and trust minute books (physical and electronic)

Assisting with corporate filings and maintaining corporate records through BC Online and other applicable registries

Coordinating document execution processes, including arranging client meetings and managing execution copies

Communicating professionally with clients, accountants, financial advisors, and other external stakeholders to facilitate transaction completion

Managing lawyers’ calendars, scheduling meetings, and maintaining bring-forward systems to track key dates and deliverables

Opening and closing files, organizing electronic and physical file systems, and ensuring documentation is complete and accurate

Preparing billing summaries, assisting with time entry, and supporting billing processes

Providing general administrative and legal support to ensure the efficient operation of the Estates, Trusts, and Tax practice group

How You’ll Be a Great Fit for This Role

The ideal candidate is a detail-oriented and proactive Legal Assistant who enjoys supporting sophisticated tax, estates, and corporate matters and takes pride in contributing to high-quality legal work.

Graduate of a recognized Legal Administrative Assistant program or equivalent education and practical experience

Minimum of 3 years’ experience as a Legal Assistant, preferably supporting tax, estates and trusts, corporate, or business law practices

Experience supporting corporate reorganizations, estate planning, or tax planning matters is a strong asset

Familiarity with corporate minute books, corporate records, and related filings

Proficiency with legal and administrative technology, including Microsoft Office (Word, Outlook, Excel), Adobe Acrobat, BC Online, MYLTSA, and document management systems such as iManage

Strong organizational skills and exceptional attention to detail, particularly when managing complex documentation

Excellent verbal and written communication skills, with the ability to interact professionally with clients and professional advisors

Ability to manage multiple priorities and deadlines in a fast-paced professional environment

A client-focused mindset, with a commitment to providing responsive, accurate, and professional service

Ability to work independently while also contributing positively within a collaborative team environment

Demonstrated professionalism, discretion, and sound judgment when handling confidential and sensitive client matters

The Exciting Extras

In addition to a competitive salary range of $53,000 to $63,000, we offer a range of benefits to ensure you are set up to thrive in a healthy work-life balance at Clark Wilson:

Benefits: Health coverage for you and your family, including overseas emergency medical care, prescriptions, vision care, dental care, paramedical services, life insurance and hospital accommodation.

Retirement Planning: RRSP matching program.

Additional pregnancy/parental leave benefits: Pregnancy and parental leave top off to 100% for a portion of the leave so that you can spend quality, worry-free time with your family.

Health and Wellness Spending Account: Health and Wellness Spending account to pay for items that will help you with your unique needs: an exercise bike, swimming lessons, or your pets’ vet bills. It’s up to you.

Recognition: Long service bonus to help celebrate your work anniversaries.

Social Events: Socials every Friday, off-site social events, employee appreciation week, team building events and more.

Professional Growth Opportunities: Resources available to invest in your personal growth and help you achieve your goals.

Employee Referral: Generous monetary amount for any employee referral.

Community: Opportunities to give back to your community through firm initiatives.

Paid Time Off: Generous vacation and bonus days.  We also offer five personal days to assist with whatever life throws at you and one bonus day off to celebrate your work anniversary.

How to Apply

Click the blue “apply” button to submit your application.

Clark Wilson is an equal-opportunity employer and advocate.  This is not a statement we take lightly; it is part of who we are.  We don’t just celebrate diversity; we rely on it to cultivate our culture, provide new perspectives, and grow our collective wisdom.

If you’d like to discover more about Clark Wilson and what it’s like to work with us, click here to visit our careers page.