Paraprofessional – Trust & Estates Tax Group & Legal Department

Holthouse Carlin & Van Trigt LLP

Pasadena, CA, United States
On-site
Review trust documents
Prepare form 706 estate tax returns
Handle cpa licensing and compliance filings
Holthouse Carlin & Van Trigt LLP (HCVT) is seeking a Paraprofessional for its Trust & Estates Tax Group and Legal Department in Pasadena, CA. The role involves assisting with trust administration, estate tax return preparation, and legal compliance tasks, while the firm emphasizes a culture of integrity, teamwork, and professional growth

Job Summary

  • The Paraprofessional will assist the Trusts and Estates group by reviewing trust documents and preparing estate tax returns such as Form 706.
  • In the Legal Department, the role involves handling CPA licensing, business registration, and drafting legal agreements like NDAs.
  • HCVT offers a hybrid work model that allows eligible employees to work both remotely and in the office based on business needs.

Matching Summary

Match Score: 85

Holthouse Carlin & Van Trigt LLP (HCVT) is seeking a Paraprofessional for its Trust & Estates Tax Group and Legal Department in Pasadena, CA. The role involves assisting with trust administration, estate tax return preparation, and legal compliance tasks, while the firm emphasizes a culture of integrity, teamwork, and professional growth.

Skills & Requirements

Must-have

  • Review trust documents
  • Prepare Form 706 estate tax returns
  • Handle CPA licensing and compliance filings
  • Draft NDAs and engagement agreements
  • Assist with subpoena document production

Nice-to-have

  • Technical skill in complex business issues
  • Ability to work in hybrid model
  • Commitment to diversity and inclusion values

Key Requirements

  • Experience with Form 706 and Form 709
  • Knowledge of trust administration processes
  • Familiarity with legal compliance filings

Work Rights

Not specified

Tailored Resume

Cover Letter