Estate Specialist/Tax Accountant

Ballard Spahr LLP•Minneapolis, MN

15d•Hybrid

About The Position

Ballard Spahr is seeking an experienced Estate Specialist/Tax Accountant to support the tax and estate planning needs of clients within their 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.
Strong mathematical proficiency and working knowledge of Microsoft Office applications.

Nice To Haves

5 years preferred experience.
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.