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Lexis Associate Jobs in New York (NOW HIRING)

Friedman Williams

Word Processor

Newark, NJ · On-site

$43K - $49K/yr

... Lexis; Bookmarking; Data entry using various software applications and/or transcripts of analog ... Bachelor's or Associate degree a plus. If you are interested in this opportunity, please reach out ...

BDO

Tax Manager, Customs & International Trade

Manhattan, NY · On-site

$137K - $174K/yr

Acts as mentor to Associates and Interns, as appropriate Qualifications, Knowledge, Skills and ... Experience utilizing RIA, BNA, Lexis Nexis, required Language: * N/A Other Knowledge, Skills ...

0400 FBD USA LLP

Legal Researcher

Manhattan, NY · Hybrid

Experience using major legal and business research platforms, such as Westlaw, Lexis, Bloomberg Law, Practical Law, Intelligize, Deal Point Data, VitalLaw, RBSource, PACER, Lexology, Bloomberg ...

New

0400 FBD USA LLP

Legal Researcher

Manhattan, NY · Hybrid

Experience using major legal and business research platforms, such as Westlaw, Lexis, Bloomberg Law, Practical Law, Intelligize, Deal Point Data, VitalLaw, RBSource, PACER, Lexology, Bloomberg ...

New

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Lexis Associate information

What is a Lexis Associate?

Lexis Associates are legal professionals who typically work for LexisNexis or similar organizations, specializing in legal research, writing, and the use of legal databases. Their primary role is to support attorneys, law firms, and clients by conducting thorough legal research, analyzing cases, statutes, and regulations, and assisting with the drafting of legal documents. Lexis Associates are often experts in utilizing legal research platforms to find and interpret relevant legal information efficiently. They may also provide training or support to legal professionals on how to maximize the use of LexisNexis tools. This position requires strong analytical skills, attention to detail, and a solid understanding of legal principles.

What are the key skills and qualifications needed to thrive as a Lexis Associate?

To thrive as a Lexis Associate, you typically need a background in law or legal studies, strong research skills, and proficiency in legal writing and analysis. Familiarity with LexisNexis research platforms, legal databases, and citation management tools is essential. Excellent communication, attention to detail, and client service orientation are standout soft skills in this role. These abilities ensure accurate legal research, effective support for clients, and contribute to the overall success of legal teams.

What are the typical challenges faced by a Lexis Associate when supporting legal professionals with research tools?

Lexis Associates often face the challenge of quickly adapting to evolving legal research technologies and understanding the diverse needs of legal professionals. They must balance providing technical support, delivering training sessions, and troubleshooting complex issues, sometimes under tight deadlines. Additionally, Lexis Associates frequently collaborate with attorneys, librarians, and IT teams, requiring strong communication and problem-solving skills. Staying current with product updates and legal industry trends is crucial for offering effective guidance.

What is the difference between Lexis Associate vs Paralegal?

AspectLexis AssociateParalegal
Required CredentialsTypically a bachelor's degree, familiarity with legal research toolsUsually an associate degree or paralegal certificate
Work EnvironmentLegal research, document review, supporting attorneysDrafting legal documents, case preparation, client communication
Employer & Industry UsageLaw firms, legal departments, legal research companiesLaw firms, corporate legal departments, government agencies

Lexis Associates primarily focus on legal research and supporting attorneys with case law and legal information, often utilizing LexisNexis tools. Paralegals handle a broader range of legal tasks, including document preparation and case management. While both roles require legal knowledge, Lexis Associates specialize in research, making their roles distinct yet complementary within legal teams.

What are popular job titles related to Lexis Associate jobs in New York?

For Lexis Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Lexis Associate jobs in New York look for?

The top searched job categories for Lexis Associate jobs in New York are:

What cities in New York are hiring for Lexis Associate jobs?

Cities in New York with the most Lexis Associate job openings:

Lexis Associate jobs near you
Infographic showing various Lexis Associate job openings in New York as of August 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 93% In-person, and 7% Remote job distribution.

Tax Manager, Private Client Services

BDO USA

Manhattan, NY • On-site

Full-time

Retirement

Re-posted 13 days ago

BDO USA rating

8.2

Company rating: 8.2 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

9th of 23 rated bookkeepers and accountants

Job description


Job Summary:
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
  • Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
  • Works directly with clients and their advisors to gather information needed to prepare tax returns
  • Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
  • Directs communication with government agencies for matters of the highest complexity
  • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
  • Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
  • Prioritizes and completes tasks both individually and with a team
  • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
  • Builds new relationships and maintains existing relationships with BDO professionals and external sources

Supervisory Responsibilities:
  • Supervises associates and senior associates on all projects
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all current software tools
  • Acts as a Career Advisor to associates and senior associates
  • Schedules and manages workload of associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:
Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
  • Master's degree in Accountancy or Taxation, preferred

Experience:
  • Five (5) or more years prior experience in accounting, finance, or law, required
  • Experience working in public accounting, or the private client service area, preferred

License/Certifications:
  • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
  • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
  • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:
  • N/A

Other Knowledge, Skills & Abilities:
  • Initiative
    • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
    • Manages client engagements, supervises, and reviews work of team members
  • Communication
    • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
    • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
    • Resolves client service issues in a timely and acceptable manner
  • Leadership
    • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
    • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
  • Business Development
    • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
    • Involves firm specialists and other business lines to increase cross service opportunities
  • People Development
    • Supervises, develops, and trains employees
    • Acts as a mentor to associates and senior associates
    • Provides verbal and written performance feedback to associates and senior associates

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
Ohio Range: $105,000 - $150,000
NYC/Long Island/Westchester Range: $125,000 - $150,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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About BDO

Sourced by ZipRecruiter

At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.

Industry

Administrative assistance services and accounting services

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

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