Mergers & Acquisitions, Energy and Private Equity

Investigate and diagnose clients’ individual and/or business tax problems.Draft solution-oriented recommendations addressing specific clients’ tax issues.Use strong research and analytical abilities to conduct tax related research.In constant communication with both the IRS and State taxing agencies – including daily phone time looking into a client’s individual and business tax issues.Manage case files in a productive, efficient, and organized manner.Professional communication with clients.

Coordinating with Associates and Partners in a wide variety of cases.Answering to and engaging directly with clients on a regular and frequent basis in the forms of status reports, case updates, and direct return emails.Conducting legal research, analyzing legal opinions, interpreting case law and statutes.Preparing documents, including briefs, amended complaints, interrogatories, answers and affirmative defenses, and various motions and briefs.Reviewing and assessing contracts and agreements.Assisting in case preparation and, including document production for opposing counsel and arbitrator requests.Researching and identifying potential compliance issues, including conflict of interest checks and billable time-input.Contracting with external entities on behalf of the firm, including asset searches, background investigations, and document retention and destruction.Organizing and developing the firm-wide document database, including document retention compliance procedures, computer assistance, and digitalization of paper copies.Ensuring document retention meets statutory regulation compliance and client requirements.

Drafting legal memoranda for partner review and communication with the client.Researching various aspects of international import and export law.Work in a fast-paced environment and oversee diverse cases.Filing client documents electronically and in person.Compiled and coordinated complex auditing and document review for customs and census compliance with Partners, clients, and external parties.

Received and review various legal instruments such as contracts, leases, and affidavits.Compiled and research information and data.Prepared of documents and pleadings for filing with the court.Examined and verified legal documents submitted to courts for accuracy and completeness.Performed a combination of clerical tasks to support office and business operations.Assisted in a variety of administrative matters, including organization and maintenance of documents in paper and electronic filing systems.Directed and coordinated law office activity, including delivery of subpoenas and summonses.Adapted and interpreted substantive guides, manuals, and procedures.