Job Details

Tax And Benefits Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Oct 29,2019

Valid Through

Feb 11,2020

Posted on

Sep 14,2019

Years of Experience

Max 5 yrs required


Toledo, OH, United States

Employment Type



Practice Area
ERISA/Executive Compensation >> ERISA/Executive Compensation
Tax >> Tax - General
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Tax and Benefits Paralegal
Duties: Assists attorneys in employee benefits and related areas of the law. This position requires working with clients and attorneys on employee benefit plans, executive compensation, multiemployer retirement and health and welfare plans by assisting attorneys in the preparation of legal instruments and related administrative filings in a deadline-sensitive environment. Reports and is responsible to the Tax and Benefits Department Chair and attorneys within the department. Assist attorneys with employee retirement, health and welfare plan design and strategy and understand federal, state and local compliance issues. Assist with compliance audits and benefits administration/process improvement reviews. Assist with preparation of presentations and reports on the changing laws and the impact on employers and their benefit plans. Draft qualified retirement plan documents and trust agreements, including amendments and restatements, to comply with law and regulations or client requests. Develop and review summary plan descriptions. Prepare and edit other employee/participant communications related to employee benefit plans. Review and assist with processing qualified domestic relations orders submitted to SLK clients and interact with domestic relations attorneys Draft welfare benefit plans, including cafeteria plans, medical reimbursement plans, dependent care assistance plans, and health care plans. Draft board of directors’ resolutions for plan adoption, adoption of amendments, contribution amounts, and other actions required to be taken by the board. Manage employer delinquency and collection litigation and maintain deadlines. Coordinate signature of employee benefit plan documents with clients and manage record retention for employee benefit plans maintained by SLK. Assist in preparing and coordinate general notice mailings to clients about potential impact of new legal developments upon plans.

Qualification and Experience

Qualifications: Bachelor’s degree in an ABA approved Paralegal program. 0-5 years’ experience tax and benefits law practice. Strong understanding of employee benefits terms and technological skills including Microsoft Word, Excel, and PowerPoint. Superior research skills, including the use of online services, databases and the Internet. Superior organizational skills. Project and case management skills including a strong aptitude for managing and prioritizing multiple projects and deadlines. Excellent written and verbal communication skills as well as analytical, problem solving and decision making skills.

Additional info

Ref. No.: 1291

Company info

Hiring Coordinator
Shumaker, Loop & Kendrick, LLP
1000 Jackson Street
Toledo, OH 43604


"Pleasant Atmosphere, Sometimes Lacking Transparency"

Current Employee - Reviewed on December 18, 2017

There should be more transparency in how pay is determined - people should feel like their efforts are being rewarded. Take more time to listen to employee concerns and complaints - there are some departments that are basically designed for just this reason that don't do a good enough job.

Pros : Benefits are solid. Most people are pleasant to work with and you are treated well around the office - office parties are great. Support staff seems to be dedicated. Work-life balance is decent, and the work itself is somewhat diverse, though you do work quite hard at times.
Cons : Certain levels of middle management do not seem to understand employee problems well; some people in HR have a similar issue. Pay seems to range a lot when comparing certain positions that should have similar pay grades - you might be unpleasantly surprised to learn what some other people make compared to you.
Current or former employee? : Current Employee

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