Attorney Development Coordinator | Corporate Paralegal | Legal Administrative Assistant (Multiple Practices) | Legal Administrative Assistant (Tax/Trusts & Estates) | Litigation Paralegal | Probate/Tax Paralegal | Talent Development Manager

Attorney Development Coordinator

Boston, MA
The Attorney Development Coordinator is a key member of the talent management team handling a variety of responsibilities related to the development, retention and engagement of firm attorneys.  

Duties and Responsibilities

• Collaborating on the design, content, and presentation of attorney development training programs.
• Coordinating training program logistics including room reservations, room set-up, technology, food orders, and troubleshooting.
• Developing program marketing materials and serving as a main contact for internal program attendees.
• Collecting, compiling, and analyzing attorney feedback for CLE program evaluations and in-house training programs; recommending improvements based on feedback.
• Advising attorneys about their CLE compliance and helping to identify outside programs to fulfill CLE requirements in mandatory CLE jurisdictions. Assisting attorneys with applications for time extensions if needed.
• Maintaining learning management software and CLE database, records, and reports to ensure the firm and its attorneys comply with CLE rules and regulations.
• Keeping up-to-date on CLE regulations for all relevant jurisdictions.
• Manage relationships with external CLE vendors, coordinate webcasts and external program enrollment, and promote relevant programs.
  
• Assisting with the preparation and oversight of the Talent Management Department budget and project expenses (e.g., attorney licensing, attorney bar association memberships and professional memberships, etc.).
• Coordinating all aspects of the First Year Associate Academy training program and collecting feedback from attorneys at the end of the process.
• Assisting with the associate yearly evaluation process including distribution and collection of evaluation forms.
• Assisting with the associate mentoring program.
• Assisting in the development and coordination of associate retreats.
• Assisting with attorney involvement in external training programs.
• Plan social events held in connection with new associate orientation and other programs.
  
• Other responsibilities as may be assigned from time to time.
  

Qualifications

• Bachelor’s Degree required.
• Minimum of three years working in an administrative support role or equivalent.
• Experience with legal professional development and CLE accreditation rules and requirements a plus.
• Strong proficiency using databases, Microsoft Word and Microsoft Excel.
• Excellent administrative and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and tasks simultaneously.
• Attention to detail.
• Ability to maintain confidentiality at all times.

To apply for this position, please send your resume to Nancy Gill (ngill@sullivanlaw.com).

Corporate Paralegal

Boston, MA or New York, NY
The candidate will assist partners and/or associates in all corporate transactions (including mergers and acquisitions, debt and equity financing and fund formation).

Duties and Responsibilities

General corporate support:

• Form and maintain business entities: draft and file formation documents, maintain minutes books and related data tracking, prepare minutes, prepare foreign qualifications and track and perform other company maintenance functions
• Support acquisition and disposition transactions: prepare corporate certificates and provide appropriate documentation, make required filings, assist with closings, etc.
• Preparation and filing of corporate annual compliance documents for various entity types in numerous states
• Maintain: closing document binders, archives of material agreements, letters sent to audit firms, D&O questionnaires for public companies, binder of publicly filed documents, etc.
• Assist in preparation, filing, and review of UCC financing statements, terminations, and amendments as well as federal and state tax liens, pending suits/judgments
• Assist client with annual reports and tax filings as requested by client
• Assist in qualifying and withdrawing entities to do business in foreign jurisdictions
• Review of due diligence materials for a number of corporate transactions

Securities support a plus:

• Prepare notices for Regulation D, Rule 506 offerings, prepare blue sky research, memoranda and filings. NASAA Electronic Filing Depository experience needed
• Support annual and reporting teams: prepare Section 16 and stock exchange filings, assist in preparation of annual, quarterly and current reports, etc.
• Support securities offerings: procure and assemble closing documents, assist with closings, order and organize good standing requests and maintain closing and post-closing files

Qualifications

• Bachelor’s degree required. Paralegal certificate appreciated
• Excellent inter-personal and communications skills
• Works effectively, calmly and quickly under pressure
• Works well both independently and with teams; exhibits superior judgment
• Attention to detail and the ability to handle multiple priorities
• Strong technical skills, including word processing, internet and databases
• Occasional overtime as needed
• Four-plus years experience preferred
  

To apply for this position, please send your resume to Nancy Gill (ngill@sullivanlaw.com).

Legal Administrative Assistant (Multiple Practices)

Boston, MA
This position will provide interim coverage for other Legal Administrative Assistants to ensure continual and reliable support to attorneys and the firm. Assignments may be short-term or long-term.

Duties & Responsibilities

• Perform general administration tasks such as typing/editing and proofreading documents, maintain files and answer phones
• Organize and maintain attorneys calendars, including travel arrangements and scheduling meetings
• Open new client matters
• Coordinate client billing process
• Prepare and submit expense reports
• Input and/or update attorneys time entries
• Assist with overflow project work as needed
  

Qualifications

• 3+ years of legal administrative experience
• Strong organizational skills with great attention to detail
• Strong written and verbal communication skills
• Works effectively, calmly and quickly under pressure in a fast paced environment
• Ability to prioritize and multi task
• Ability to work independently as well as part of team
• Ability to maintain and handle confidential information
• Proficient with Excel and PowerPoint
• Paralegal Certificate and/or College Degree is a plus
  

To apply for this position, please send your resume to Nancy Gill (ngill@sullivanlaw.com).

Legal Administrative Assistant (Tax/Trusts & Estates)

Boston, MA
The Legal Administrative Assistant will support assigned attorneys and work as a key team player.

Duties & Responsibilities

• Compose, edit and proofread correspondence and other documents
• Develop a strong understanding of attorneys’ practice and clients, including maintaining up-to-date calendar entries and meetings, client contacts, and client matter lists
• Assist attorneys with the client billing process by opening new matters, drafting engagement letters, and reviewing or editing client billing invoices
• Creation and maintenance of files and e-files
• Make travel arrangement as needed
• Process and reconcile expense reports in a timely and proficient manner
  

Qualifications

• 3-5 years of work experience with a law firm (preferably tax and/or trust and estates)
• College degree or combination of relevant experience required
• Must be proficient in Microsoft Office Suite applications including PowerPoint, Outlook, Word and Excel, as well as have experience with document management systems
• Strong administrative and organizations skills; ability to juggle multiple tasks
• Exceptional attention to detail and thoroughness in completing tasks with accuracy
• Excellent interpersonal, communication and customer service skills and the ability to collaborate well in a team environment
• Ability to take initiative and be pro-active to assist attorneys and anticipate their needs
• Ability to work independently on assigned tasks, and to accept direction on given assignments
• Must be dependable and be able to prioritize workload to meet all deadlines
  

To apply for this position, please send your resume to Nancy Gill (ngill@sullivanlaw.com).

Litigation Paralegal

Boston, MA
The Litigation Paralegal will provide a broad spectrum of legal services under the supervision of attorneys and across the entire litigation process in all courts. The paralegal will be flexible and eager to learn; he or she will provide assistance to attorneys not only in the litigation practice group in our Boston office but also with our tax litigation practice group in Boston as well as remotely with litigators located in our New York office as necessary and appropriate.  

Duties & Responsibilities

The litigation paralegal is responsible for providing assistance to attorneys by performing a variety of tasks including, but not limited to, the following:

• Motion Practice
  • Coordination of the filing of complaints and the service of summonses
  • Assistance with the preparation of pleadings and court filings in federal and state courts as well as other forums such as with arbitrations and mediations
  • Perform legal cite-checks as well as proofreading legal briefs; perform checks of pleadings for conformity with the respective local court rules
  • Perform the filing of court papers electronically, such as with the Federal CM/ECF court filing system, or in person
• Discovery and Related Analysis
  • Assistance with drafting and organizing discovery papers such as with subpoenas and deposition notices
  • Assistance with the organization, analysis and review of discovery documents for use in document productions, depositions, or as exhibits to legal briefs
  • Coordination with service providers such as for the service of process of subpoenas or with court stenographers for depositions
• Trial and Appeal
  • Assist with the organization of trial exhibits and designation of deposition testimony
  • Assistance in court as necessary including the management of and use of technology at trial
  • Responsible for the knowledge of appellate court rules and procedures; relevant dates and times of filings; formatting requirements of legal briefs and appendices
    

• Bachelor’s degree required. Paralegal certificate appreciated
• At least two years of litigation experience preferably at a law firm
• A good understanding of the litigation process, the federal and state court system, and the rules of civil and appellate procedures
• Excellent written and verbal communication skills as well as inter-personal skills
• Ability to take initiative; organize and prioritize case workload; ability to multi-task effectively and meet deadlines for multiple attorneys; ability to work independently and be flexible as part of a team
• Work effectively, calmly, and quickly while under pressure
• Proficiency with legal citation using The Bluebook: A Uniform System of Citation
• Strong technical skills, including the Microsoft Office Suite of applications in addition with familiarity of specialized litigation discovery software applications such as Relativity
• Prior bankruptcy experience is a plus

Probate/Tax Paralegal

Boston, MA
The Probate/Tax Paralegal is responsible for preparing court documents and filings, preparing and filing federal and state fiduciary income tax returns, estate tax returns, gift tax returns, valuation of estate assets, calculating trust funding and trustee appointment documents and other projects within the Trusts & Estates Group as needed.

Duties & Responsibilities

• Preparation of Tax Returns
  • preparation and filing of gift tax returns
  • preparation and filing of federal and state estate tax returns
  • preparation and filing of federal and state fiduciary income tax returns for estates and trusts
• Administration of estates and trusts including:
  • working closely with clients and financial institutions and appraisers
  • preparing, filing, and following up on probate documents in courts
  • marshalling decedent’s assets
  • preparing cash requirements for estates
  • valuation of stock and bond portfolios
  • maintaining checkbooks and ledgers
  • coordinating liquidation and/or transfer of decedent’s assets
  • preparing receipts, releases and indemnification agreements
  • preparing formal and informal accountings for estates and trusts
  • coordinating distribution to beneficiaries of estates and trusts
  • providing documents needed for sale of decedent’s real property or cooperative apartment, including obtaining releases of federal and state estate tax liens
  • organizing and maintaining records
  • administering insurance trusts

Qualifications

• Bachelor’s Degree or Paralegal Certificate
• At least 5 years of trusts and estates experience preferably at a law firm
• Strong technical skills, including use of various tax and accounting programs, ProSystem fx, Word and Excel
• Excellent written and verbal communication as well as inter-personal skills
• Attention to detail and ability to handle multiple priorities
• Ability to work independently and as part of a team
• Works effectively, calmly and quickly under pressure

To apply for this position, please send your resume to Nancy Gill (ngill@sullivanlaw.com).

Talent Development Manager

Boston, MA
The Talent Development Manager works with the Director of Strategic Talent Management to assist in designing and implementing programs focused on attorney on-boarding, core legal and professional skills, and leadership development, as well as cultural initiatives around engagement, work-life effectiveness, and other areas. The Manager assists the Director in designing and implementing innovative and impactful learning programs, including curricula for the firm’s departments and legal practice areas, plus core skills training programs in the areas of feedback and communications skills. 

Duties and Responsibilities:

• Work collaboratively with the Director of Strategic Talent Management and across departments to assist in developing and implementing a comprehensive talent development strategy
• Build core legal skills training programs to support associate and professional track attorney development of core competencies, and to develop a core curriculum of training for departments and practice areas
• Work with the Director in developing an approach for the departments to monitor their pipeline of talent, identify the learning and/or development needs of attorneys in the group, and provide appropriate client opportunities, training, mentoring, coaching, and resources to help them develop
• Partner with Director to improve all firm training programs and tools to be more interactive, practical, and effective, applying advanced adult learning theory and relevant technologies
• Manage effective work brokering system for each department
• Partner with Director in managing associate performance review cycles (e.g., annual reviews, interim evaluations, performance improvement plans)
• Maintain an understanding of the firm’s competitors and their professional development programs.
• Oversee flexible work arrangement program for legal staff and continuing legal education ("CLE") course accreditation and compliance program
• Serve ex officio as a member of the Associates Committee
• Manage effective and consistent programs to enhance the work/life effectiveness for attorneys
• Assume additional responsibilities as requested

• Bachelor’s Degree required; Juris Doctorate strongly preferred
• Minimum of 4 years of practice in a large law firm and/or 3 years of professional development experience in a leading professional services firm
• Professional coaching certification and/or teaching experience considered a plus
• Experience with CLE course accreditation and compliance considered a plus
• Familiarity with organizational development, curriculum management, instructional design, learning management systems, adult learning techniques, principles, theory and online learning technologies also considered a plus
• Excellent attention to detail, organizational, interpersonal, teamwork and communication skills, as well as the ability to listen well, take initiative and manage multiple projects simultaneously
• Must be a diplomatic and creative problem solver and possess superior judgment
• Proven ability to build trust with and gain buy-in from firm leaders and other key stakeholders
• Ability to travel to multiple firm office locations as necessary

Sullivan is a leading corporate law firm advising clients ranging from Fortune 500 companies to emerging businesses. With more than 200 lawyers in Boston, London, New York, Tel Aviv and Washington, D.C., the firm offers services in a wide range of areas, including corporate finance, banking, trade finance, securities and mutual funds, litigation, mergers and acquisitions, intellectual property, tax, real estate and REITs, private equity and venture capital, bankruptcy, environment and natural resources, regulatory law, and employment and benefits.

We welcome inquiries from all who are interested in learning more about our firm. For additional information please direct inquiries to:

Sullivan & Worcester LLP
One Post Office Square
Boston, MA 02109
Attn:  Human Resources
Fax:  617-338-2880
Email:  ngill@sullivanlaw.com

_{Sullivan & Worcester LLP is an equal opportunity employer. This means that Sullivan & Worcester LLP considers applicants for employment, and makes employment decisions without unlawful regard to sex, race, color, religion, citizenship, national origin, ancestry, sexual orientation, age, marital or domestic partner/civil union status, military service, or veteran status, physical and mental disability, and any other characteristic covered by applicable federal, state or local nondiscrimination laws.}