Estate Specialist​/Tax Accountant

Department:
Business and Transactions

Responsibilities include:

• 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).
• Monitor 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.

We are looking for:

• Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving.
• Communication: Strong interpersonal, verbal and written communication abilities.
• Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.
• Bachelor’s degree in Accounting.
• Minimum of 3 years of relevant experience; 5 years preferred.
• Legal or professional services experience preferred.
• CPA or Enrolled Agent designation strongly preferred.
• Strong mathematical proficiency and working knowledge of Microsoft Office applications.

The salary range for this position is from $115,000 to $150,000, reflecting 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.

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

Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of 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.

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