Knowledge Management (“KM”)
Standard Forms, Annotated Models, Precedents, Checklists, and Other Work Tools
The PDL manages the creation and updating of standard forms, annotated models, and other work tools. This includes working with group members to determine what standard forms, models and tools need to be created and updated and which to prioritize, developing a work plan, and managing the execution of the plan (which will include overseeing the work of associates). This also includes developing a system for periodic reviews and updates, including adding new provisions to address changes in law (such as the new Inflation Reduction Act tax provisions) or in business practices.
The Tax Group Wiki
The PDL is the keeper of the Tax Group’s internal wiki in all respects. The PDL determines and manages how the content should be organized and labelled to best serve the group’s needs, what content should be added, when content should be taken down or modified, and how content should be collected. The PDL takes feedback from users and educates the group on what is there and how to access it to encourage the best utilization.
Working with the tax seniors, the PDL is responsible for organizing and overseeing the group’s formal training programs, including the annual first year training program, the recurring junior and mid-level trainings, and response-to-demand trainings. The PDL is also responsible for organizing and managing the group-wide weekly meetings including the training component of those meetings. The PDL will solicit and gather input from group members regarding training needs and work with the senior members of the group to determine how to facilitate and deliver the training. The PDL may also be involved in the development of content and assisting and managing associates in developing content and delivering trainings.
Training will include both substantive tax law training, as well as training on skills, best practices, managing workloads, deals, and teams, working with others and with clients, and BD.
Business Development (“BD”) and Professional Development
The PDL assists in the group’s business development activities which include supporting and assisting in preparing, developing content for, and executing external presentations (Cleary sponsored and otherwise), preparing “Client Alerts”, writing articles, and developing and writing other “thought leader” materials (such as the Cleary Corporate Governance Group’s annual “memo to board of directors”, and the Cleary quarterly legal developments newsletter).
The PDL will also assist with client-specific BD such as preparing pitch decks and materials for one-on-one meetings with clients.
The PDL will also support designing, planning, and executing other business and professional development activities such as client roundtables and professional association events.
Development and Growth of Associates
The PDL plays a significant role in the development and growth of the tax group associates both through the activities described above and by serving as a resource, source of support, and problem-solver for the associates. The PDL will work closely with the Tax Group’s Associate Development Manager (“ADM”), who works one-on-one with the associates on their development and growth as lawyers, as professionals, and as members of the Cleary community. The Tax Group ADM manages the assignment function, the planning and managing of vacations and other absences, and associates’ well-being.
All of the activities described above require the PDL to be an excellent communicator as well as an excellent listener. In addition to the interactions within the Tax Group, the PDL will be a key liaison to the firm’s broader KM team, BD team, library and information resources team, IT team, events planning team, alumni relations team, legal education/CLE team, recruiting team, and DEI team. The PDL will also collaborate with other PDLs and all members of Practice Development throughout the firm to develop and disseminate best practices and facilitate knowledge sharing.
The PDL is a key supporting member of the practice group. The individual must be a self-starter, disciplined, have good communication and interpersonal skills, and be able to take direction and give direction, to lead and to follow. Additionally, the ideal candidate will have:
Ability to solve problems, including situations involving collaboration with attorneys and non-legal staff/departments.
- Been admitted to and in good standing with New York State Bar.
- Substantial knowledge of US tax law and the type of work conducted by Cleary’s U.S. Tax practice group, including familiarity with the various forms, and functions, of transactions and other documentation routinely used by the U.S. Tax practice group
- Excellent written and verbal communication; strong presentation skills
- Attention to detail and organizational skills
- Strong service orientation