Paraprofessional – Trust & Estates Tax Group, Legal Department

HCVT

Paraprofessional assisting HCVT’s Trusts and Estates group and Legal Department with trust administration, legal compliance, and documentation handling. Supporting tax professionals through various administrative duties.

Posted 4/25/2026full-timePasadena • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

The Paraprofessional will be responsible for assisting the firm’s Trusts and Estates group and Legal Department.
With respect to the Trusts and Estates group, this position will assist trust administration at the direction of tax professionals.
Duties and responsibilities include, review and summarize trust documents, information gathering and tracking, preparing or reviewing estate tax returns (Form 706) and related filings, and gift tax returns (Form 709), preparing or reviewing accountings.
As for the Legal Department, this position will require handling the firm’s CPA licensing, business registration, and compliance filings for firm entities; drafting, reviewing, and maintaining NDAs and engagement agreements; and assisting with subpoenas and corresponding document productions.

Requirements

What you’ll need

Strong knowledge of post death trust administration
Understanding of tax-exempt organizations a plus
The ability to research statutes and regulations applicable to CPA firms
Experience reviewing NDAs and handling subpoenas and document productions
Excellent verbal and written communication skills
Superior organization skills and attention to detail
Advanced computer skills, including all Microsoft Office applications (Word, Excel, Outlook, PowerPoint, etc.)
Extensive experience interacting directly with clients and keeping them informed
Ability to interact well with tax professionals, attorneys, staff and third-party vendors
Notary Public a plus
Must have 3+ years of relevant experience, preferably as a paralegal with an emphasis on trusts and estates

Benefits

Comp & perks

Visit the Benefits section to learn more

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

trust administrationestate tax returnsgift tax returnsreviewing NDAshandling subpoenasdocument productionsresearching statutescompliance filingsaccounting preparationtax-exempt organizations

Soft Skills

verbal communicationwritten communicationorganization skillsattention to detailclient interactioninterpersonal skillscollaborationproblem-solvingtime managementadaptability

Certifications

Notary Public