Legal Operations Associate, Client Transition and Case Intake

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $79k - $118.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚖️ Legal Assistant

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Ryan

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1991

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Ryan is a leading global tax services and software provider dedicated to delivering end-to-end tax solutions. Specializing in tax recovery, consulting, compliance, technology, and legal services, Ryan assists clients in optimizing their tax performance, improving profitability, and increasing cash flow. The firm provides strategic tax advisory services without being bound by Sarbanes-Oxley restrictions, focusing on identifying and correcting tax errors, minimizing overpayments, and reducing risk. Ryan develops innovative tax technology solutions and serves as a strategic advocate for its clients, including major corporations such as Chrysler.

📋 Description

• Supports the Operations Manager in driving key operational initiatives that enhance the efficiency and scalability of RLS Legal Services. • Focuses on two core areas: managing the transition of Ryan clients to RLS Legal Services Agreements and supporting the intake of legal cases into Lead Docket and Filevine. • Helps maintain and improve digital workflows that leverage Smartsheet, Property Point, Salesforce, Lead Docket, and Filevine. • Collaborates with tax consultants, attorneys, and the RLS India team to ensure accurate data management and seamless case processing.

🎯 Requirements

• Bachelor’s degree or equivalent required, MBA preferred • Five years of experience in the professional services industry • Experience at Ryan is preferred, but not required • Legal assistant experience and relevant experience supporting a larger legal firm preferred • Advanced skills in Microsoft® Smartsheet, Word, Excel, Access, PowerPoint, Outlook • Candidate will be trained in third party software programs used by RLS, including Lead Docket, and Filevine • Ability to work with large quantities of electronic data and data fields • Effective written and verbal communication skills • Attention to detail • Effective presentation skills • Demonstrates accuracy and thoroughness • Sense of urgency and able to work self sufficiently • Demonstrates willingness to be flexible and adaptable to changing priorities • Ability to work effectively both independently and in a team-based environment • Strong multitasking and organizational skills • Strong project management skills

🏖️ Benefits

• Hybrid Work Options • Award-Winning Culture • Generous Personal Time Off (PTO) • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement • Benefits Eligibility Effective Day One • 401K with Employer Match • Tuition Reimbursement After One Year of Service • Fertility Assistance Program • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service