Estate Specialist/Tax Accountant

About the role

Ballard Spahr is a renowned national law firm with more than 750 lawyers across 19 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth. We are seeking an experienced Estate Specialist/Tax Accountant to support the tax and estate planning needs of clients within our Private Client Services practice.

Why Join Us?

• Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm’s executive leadership.
• Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.
• Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.
• Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.

Your Role

As a Estate Specialist/Tax Accountant within our Private Client Services team you will:

• Prepare Federal and State fiduciary income tax returns, including individual and partnership tax returns, partnership accounting, and calculation of individual estimated tax payments and liquidity estimates.
• Prepare Federal and State estate and gift tax returns.
• Prepare trust accountings, including conservatorship and estate accountings filed with the appropriate courts.
• Prepare foundation tax returns, including Forms 990-PF and applications for recognition of exemption (Form 1023).
• Maintain and remain current on relevant tax law developments and regulatory changes.
• Prepare probate and related filings.
• Gather information and coordinate valuation of decedents’ assets.
• Oversee fiduciary accounting and bookkeeping functions.

Required Experience

• Bachelor’s degree in Accounting required.
• Minimum of 3 years of relevant experience required, though 5 years preferred.
• Legal or professional services experience is preferred.
• CPA or Enrolled Agent designation strongly preferred.
• Strong mathematical proficiency and working knowledge of Microsoft Office applications.

Pay

The salary range for this position is from $115,000– $150,000 which reflects the Firm’s good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate’s experience and qualifications.

Benefits

Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found here in the Careers section of the firm’s website.