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Paralegal - Forensics Support and Document Management

ATKG
Posted 2 months ago, valid for 22 days
Location

San Antonio, TX 78288, US

Salary

Competitive

Contract type

Full Time

Paid Time Off

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Sonic Summary

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  • ATKG is seeking a Forensics Concierge to join their Forensics, Litigation, and Valuation team in San Antonio.
  • The ideal candidate should have a Bachelor's degree or equivalent work experience, along with 2 years of experience in accounting, administrative, customer service, or hospitality roles.
  • This position offers a competitive salary, although the specific amount is not disclosed in the job description.
  • Key responsibilities include client onboarding, project management, and maintaining case documentation, while ensuring effective communication with clients and team members.
  • ATKG values a strong culture and community commitment, having been recognized as one of the Best Places to Work in 2026.

For over 40 years, we have delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named 2026 Best Places to Work! We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees – we are also committed to our community. We have partnered with many great charitable organizations throughout the years, with our focus over the past 4 years on our charity of choice, Kinetic Kids!

And now, we are taking our commitment to excellence to a new level. In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come! 

We need bright, motivated, and enrgetic people to help us continue to grow. We are currently looking for a Paralegal who will exemplify our core values.  

  • Positivity: Look for good in all situations and people.  
  • Team: We make each other better. We’re humble, hungry, and smart.
  • Open: Foster trust, respect, and understanding through thoughtful communication.
  • Insightful: Look beyond what’s ordinary and find the extraordinary. 
  • Caring: We take an active interest in our team and clients.  

Job Summary:

This position is responsible for document control including the timely scanning, filling, and collection of all documents into the ATKG document management system. Responsibilities also include the preparation of engagement letters, cover letters, reports and other client communications as requested.  

What you’ll be doing:  

  • Prepare cover letters and engagement letters.
  • New client setup (CCH, Teams, Litigation file).
  • Document intake and organization.
  • Send initial document requests to clients and attorneys according to the case schedule.
  • Follow up on missing documents proactively and on a defined schedule.  Escalate gaps to the case manager before the affect deadlines. 
  • Scan and accurately file all incoming documents.
  • Maintain and annotate document logs for discovery requests.
  • Maintain status of document requests.
  • Oversee production and discovery responses and timelines and communicate proactively with the litigation team.
  • Produce documents to attorney timely if documents are received directly from the client. 
  • Keep case managers and calendars up to date on new information and status changes. 
  • Organize and maintain case notes and files.
  • Proof and produce final reports (edit, print, bind, send, etc.)
  • Prepares exhibits and reports and other supporting documentation accurately and timely.
  • Maintains contact management system.
  • Acts as backup support to other administrative areas of the firm.
  • Other duties as assigned.

Requirements:  

  • High school diploma or GED.
  • Minimum 2 years of experience in a legal assistant role.
  • Basic understanding of family law and civil procedure is preferred.
  • Paralegal certification is a plus.

What we offer: 

  • Benefits (Vision, Dental, Medical) 
  • Hybrid opportunities available or 100% remote work depending on location 
  • A generous PTO package
  • 401k matching  
  • Fun company sponsored activities and events 
  • Career & growth opportunities for interested team members  



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