What are the responsibilities and job description for the Paraprofessional – Trust & Estates Tax Group & Legal Department position at HCVT?
Come for the Challenge. Stay for the Experience.
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
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.
\n- 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
- Visit the Benefits section to learn more
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $70,000 to $80,000 plus overtime.
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Salary : $70,000 - $80,000