Estate Specialist/Tax Accountant

Ballard Spahr • Minneapolis, MN

3d • $115,000 - $150,000 • Hybrid

About The Position

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. This position is ideal for a highly organized tax professional with deep experience in fiduciary, estate, gift, and income tax matters who thrives in a collaborative, fast-paced legal environment. This hybrid position offers a work schedule of 3 days a week in the Minneapolis office.

Requirements

• Bachelor’s degree in Accounting required.
• Minimum of 3 years of relevant experience required, though 5 years preferred.
• Strong interpersonal, verbal and written communication abilities.
• Keen attention to detail with the ability to manage multiple priorities and deadlines independently.
• Self-motivated with a passion for continuous learning and problem-solving.
• Strong mathematical proficiency and working knowledge of Microsoft Office applications.

Nice To Haves

• Legal or professional services experience is preferred.
• CPA or Enrolled Agent designation strongly preferred.

Responsibilities

• 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.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees