Job Information
Winthrop & Weinstine PA Client Project Assistant - Tax in Minneapolis, Minnesota
The role of the Client Project Assistant will support our Specialty Tax & Incentives team through with project and data organization, business reporting compliance and compliance checklists, client interface and communications, and regular interaction with team members and clients. ESSENTIAL JOB FUNCTIONS (Including, but not limited to): Draft and revise documents. Create and help maintain checklists. Act as a liaison between attorney and client, facilitating communication and transmittal of necessary information. Advise and communicate regularly with team regarding status of client matters. Calendar important dates. Keep clients electronic files up to date with current organizational documents. Monitor attorney inbox and electronically file client matters. Open client files. Assist with multiple projects simultaneously, including client consultations, analysis, data gathering and coordination of Specialty Tax & Incentives personnel and client resources. Establish/maintain physical and electronic files. Review, enter, and extract data from various sources of data received from client. Reconcile inconsistencies. Receive, organize, and distribute diverse types of documents, including legal documents between client and client service team and in some instances, governmental agencies or external service providers. Assist team in obtaining/collecting all documents/information. Extract data for management and program reports. Perform word processing relevant to matter documentation and presentation. Perform data entry and analytics and creation of summary reports or toolkits necessary for representative legal matter. Process client invoices and attorney reimbursements. Process document comparisons. Complete other projects and assignments as assigned.