Information Systems Lead Program Manager (DTLA Los Angeles, CA)

Job Description

The ideal candidate will have a proven track record of managing technology projects in a global law firm, or similar professional services environment.  In addition, the candidate must also demonstrate a history of being involved in the day-to-day activities of a large and successfully delivered technology program.   The successful candidate will have a varied and demonstrable background of both being part of an execution team in charge of a team delivering the day-to-day work required in a large project and subsequently being a project manager in charge of the work they used to do. 

This role reports to the Director of US Technology Solutions.

Responsibilities include:

• Leading and managing technology projects, ensuring delivery on time, within scope, and within budget.

• Collaborating with stakeholders to define project objectives, scope, and deliverables.

• Developing and maintaining detailed project plans, schedules, and budgets.

• Identifying and mitigating project risks and issues.

• Ensuring effective communication and coordination among project team members and stakeholders.

• Monitoring project progress and providing regular status updates to senior management.

• Conducting post-project evaluations and implementing lessons learned.

• Fostering a culture of continuous improvement and innovation within the project management team.

Qualifications:

• Demonstrated leadership skills and strategic vision.

• Proven track record of leading large-scale, global technology initiatives.

• Ability to thrive within a global matrix organization.

• Ability to collaborate with the global IS Training and firm professional development teams to deliver education in relevant technologies across all regions.

• Understanding of project sponsorship, stakeholder management, portfolio governance, and processes for reviewing, accepting, and promoting project work.

• Excellent client service skills with a focus on world-class communication to all stakeholders and ability to effectively partner with all firm IS functions.

• Excellent leadership, communication, and interpersonal skills.

• Strong problem-solving and decision-making abilities.

 Experience:

• University degree in Computer Science, Information Technology, Business Administration, or a related field.

• Minimum of 7-10 years of experience in project management, particularly focusing on technology projects.

• Proven experience managing projects in a global law firm or professional services environment.

• Project Management Professional (PMP) certification.

• Certified ScrumMaster (CSM) or equivalent Agile certification.

• ITIL Foundation certification, Six Sigma Green Belt or Black Belt certification preferred.

• Strong understanding of project management methodologies, including Agile and Waterfall.

• Significant experience in implementing ITSM and ITIL best practices.

• Successful history of executing against a clear Target Operating Model (TOM) to optimize project delivery.

• Extensive and demonstrable understanding of cloud technologies, including Microsoft 365, Azure, Teams, IntApp Cloud, and iManage 10 Cloud, with specific evidence of successful project delivery.

• Hands-on knowledge of Apple and Android devices, as well as experience with mobile device management (MDM) platforms, specifically Microsoft Intune.

• Knowledge of Learning Management Systems (LMS) is helpful.

• Familiarity with operating within a Technology function that utilizes a Target Operating Model (TOM) and RACI approach for program delivery, as well as an ITSM/ITIL approach to service delivery and metrics.

Primary Location: Downtown Los Angeles, California

Schedule: Full-time

The base annual salary range for this position is: $125-145k.

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Tax and Wealth Planning Paralegal (San Francisco, CA)

Job Description

Seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for a firm’s San Francisco office.

We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

Primary Responsibilities

• Calendar management, including tax-related deadlines and client calls/meetings.

• Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. 

• Estate administration, including prepare and file probate documents, advise and respond to clients.

• Trust administration, including prepare withdrawal right notices and appointments of successor trustees.

• Prepare trust and estate accountings.

• Draft simple wills and correspondence.

• Apply for tax identification numbers.

• Prepare and file deeds and related documents, review deed records.

• Form entities with Secretary of State office.

• Prepare corporate minutes and maintain minute books.

• Calculate taxes, tax exemptions, and executor fees.

• Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.

Skills and Abilities

• Excellent written and verbal communication skills.

• Strong problem-solving skills.

• Strong organizational skills.

• Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.

• Ability to take initiative to improve processes while keeping team members informed.

• Ability to maintain highest level of confidentiality.

• Ability to provide outstanding customer service to internal and external clients/contacts.  

• Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.

• Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.

• Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).

Requirements

• BA or BS degree strongly preferred.

• Associate's degree or paralegal certificate with eight years of comparable work experience.

WORK ENVIRONMENT & PHYSICAL DEMANDS

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL REQUIREMENTS

Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time.  Walking and standing is often necessary in carrying out job duties.

VISUAL ACUITY

Worker is required to have close visual acuity to perform an activity such as:  preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

Primary Location: San Francisco, California

Schedule: Full-time

The base salary range for this position is: $100K-125K USD

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Accounts Payable Clerk (Los Angeles, CA)

JOB SUMMARY

Responsibilities include:

• Onboard new vendors in compliance with internal controls, fraud prevention best practices, and tax requirements.

• Support internal firm personnel and external vendors with invoice and payment inquiries, providing a high level of customer service.

• Work with firm personnel and external vendors to review vendor statements and address past due invoices.

• Assist with payment processing, including obtaining proper approvals and following special handling instructions.

• Transition vendors currently paid by check to ACH, the firm’s preferred payment method.

• Utilize CMS Aderant (ERP system) and Chrome River software to assist with accounts payable processing as needed, including high volume E-Invoice processing.

• Enforce firm practices, policies, and procedures as they relate to accounts payable.

• Test accounting and third party software programs during periodic system upgrades.

• Work closely with accounting management team on special projects and ad hoc requests as needed.

• Identify and implement opportunities for process improvements in order to increase efficiency.

 QUALIFICATIONS

• The ideal candidate is self-motivated, detail oriented, and is effective in problem solving.

• The candidate must be committed to quality, customer service, teamwork, and supporting department goals.

• This position requires strong written and verbal communication skills, superior attention to detail, excellent organizational skills, and the ability to multi-task and prioritize.

• Must have strong technology skills, including Microsoft Outlook, Excel, and Word experience, with the ability to master and leverage accounting and legal technology solutions.

• The ideal candidate is thorough, accurate, and monitors their own work to ensure quality.

• Ability to work overtime as needed.

EXPERIENCE

• 2+ years of accounts payable experience, with law firm experience preferred

• Work history with Chrome River and/or CMS Aderant software a plus

• College degree or classes in Accounting, Business, or Finance preferred

Primary Location: Downtown, Los Angeles, California

Schedule: Full-time

The base salary range for this position is: $48K-$55K USD

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