Estate Specialist/Tax Accountant - Private Client Services
Minneapolis, MN  / Philadelphia, PA 
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Posted 10 days ago
Job Description
Department: Business and Transactions

Ballard Spahr LLP a national law firm with over 600 lawyers in 15 offices across the country is seeking an Estate Specialist/Tax Accountant to prepare the tax filings for clients of our Private Client Services practice. The selected individual must have substantial experience in the preparation of Federal gift tax returns and Federal and State and income tax returns including fiduciary, individual, partnership tax returns, partnership accounting, and in calculating applicable estimated tax payments. The selected individual will keep abreast of relevant tax law developments and changes. This is a hybrid position and offers a work schedule of 3 days a week in the Philadelphia or Minneapolis office.

Our Estate Specialist/Tax Accountant will:

  • Prepare Federal and State fiduciary income tax returns including individual and partnership tax returns, partnership accounting, and calculating individual estimated tax payments and liquidity estimates. CPA or enrolled agent preferred.

  • Prepare Federal and State estate and gift tax returns.

  • Prepare trust accountings including conservatorship and estate accountings to be filed with the appropriate court.

  • Prepare foundation tax returns, including 990PFs and application for recognition of exemption (Form 1023).

  • Remain current on relevant tax law developments and changes.

  • Prepare probate and related papers.

  • Gather and arrange for valuation of decedents' assets.

  • Oversee fiduciary accounting and bookkeeping.

The ideal candidate will demonstrate superior organizational and problem solving skills and the ability to set priorities and manage multiple deadlines in a fast-paced environment. Be self-motivated, results-orientated professional exuding integrity and able to build trust and credibility with all parties. Have a keen attention to detail and accuracy, outstanding interpersonal skills, ability to interact with a broad range of people, ability to communicate effectively and establish a good rapport with clients.

Qualified candidates will possess a Bachelor's degree in accounting with a minimum of five years of relevant experience, preferably in the legal environment. Mathematical proficiency and knowledge of Microsoft Office programs is required.

Must be willing to accept responsibilities that may demand a commitment of more than 40 hours per week, particularly in peak seasons. A flexible schedule is available during non-peak seasons.

Ballard Spahr is committed to increasing diversity in the legal profession and to supporting the communities where we live and work. People from all backgrounds are valued and integrated into every part of the firm. Diverse candidates including women, people of color, members of the LGBTQIA+ community, veterans, and individuals with a disability are encouraged to apply.

The firm is not accepting resumes from search firms for this position.

Ballard Spahr is an equal opportunity employer committed to fostering a culturally diverse environment. The firm encourages applications from a diverse pool of candidates, and all qualified applicants will receive consideration for employment without regard to race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
5+ years
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