Estate Specialist/Tax Accountant - Private Client Services

Ballard Spahr Llp - Philadelphia, PA

Full-time - Mid Level

Hybrid - Philadelphia, PA

501-1,000 employees

Professional, Scientific, and Technical Services

About the position

The Estate Specialist/Tax Accountant at Ballard Spahr LLP will be responsible for preparing tax filings for clients within the Private Client Services practice. This role requires substantial experience in federal gift tax returns, fiduciary, individual, and partnership tax returns, as well as keeping up-to-date with relevant tax law developments. The position is hybrid, allowing for three days a week in the Philadelphia or Minneapolis office.

Responsibilities

• 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.
• 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.

Requirements

• Bachelor's degree in accounting.
• Minimum of five years of relevant experience, preferably in the legal environment.
• Mathematical proficiency and knowledge of Microsoft Office programs.

Nice-to-haves

• CPA or enrolled agent preferred.
• Superior organizational and problem-solving skills.
• Ability to set priorities and manage multiple deadlines in a fast-paced environment.
• Self-motivated and results-oriented with integrity.
• Outstanding interpersonal skills and ability to communicate effectively.

Benefits

• Flexible schedule during non-peak seasons.
• Hybrid work schedule (3 days a week in the office).