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Paraprofessional – Trust & Estates Tax Group
HCVTParaprofessional assisting Trusts and Estates group and Legal Department at HCVT. Responsible for trust administration support, tax document preparation, and legal compliance tasks.
About the role
Key responsibilities & impact- Assisting the firm’s Trusts and Estates group and Legal Department
- Assisting trust administration at the direction of tax professionals
- Reviewing and summarizing trust documents, gathering information and tracking
- Preparing or reviewing estate tax returns (Form 706) and related filings
- Preparing or reviewing gift tax returns (Form 709)
- Preparing or reviewing accountings
- Handling the firm’s CPA licensing, business registration, and compliance filings for firm entities
- Drafting, reviewing, and maintaining NDAs and engagement agreements
- 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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
trust administrationestate tax returnsgift tax returnsaccountingsNDAssubpoenasdocument productionstax-exempt organizationsresearch statutesregulations
Soft Skills
verbal communicationwritten communicationorganization skillsattention to detailclient interactioncollaborationinterpersonal skills
Certifications
Notary Public