Morgan, Lewis & Bockius LLP · 4 months ago
Estate Accountant - Private Client
Philadelphia, Pennsylvania
Full-time
Hybrid
Mid Level
$98K/yr - $157K/yr
3+ years expMorgan, Lewis & Bockius LLP, one of the world’s leading global law firms, is seeking to hire an Estate Accountant for the Private Client Group. The Estate Accountant will be responsible for performing fiduciary accounting tasks, including estate and tax planning projections, and will work closely with Private Client partners and clients.
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Responsibilities
Responsible for the preparation and review of all types of fiduciary income tax returns, including federal estate tax returns, income tax returns for trusts and estates, Generation-Skipping Transfer tax forms, PA inheritance tax returns, gift tax returns, Form 990s, and tax returns for charitable trusts
Assist in the response of IRS audits including the written draft response and coordination of exhibits
Responsible for maintaining group task management database, File-in-Time, to accurately track deadlines of tax returns, annuity payments, Form 709s and ETIPs
Provide support to lawyers as part of client team. This includes running calculations for interest on notes, tax projections and estate plans, analytical analysis, tax projections, and estate planning flow charts
Work closely with clients regarding accounting and tax issues pertaining to individuals, partnerships, and corporations
Research relevant tax laws related to tax preparation
Qualification
Required
Bachelor's degree (B. A.) from four-year college or university, and a minimum 3 years of experience, or equivalent combination of education and experience
Proficiency in CCH, GEMS, Lackner, Super Forms, TValue, Number Cruncher; Tiger Tables and FDS security pricing or similar trust accounting and tax systems
Proficiency in the MS Office Suite (Word, Excel & PowerPoint)
Strong written and verbal communication skills; demonstrated ability to interact with High Net Worth clients; team player; ability to manage fast-paced, high volume workload
Preferred
Enrolled Agent or Certified Public Accountant license is preferred
Benefits
Medical coverage, with a variety of plans
Health care and dependent care reimbursement accounts
Domestic partner coverage
Parental leave
Vacation and holiday leave
Life and accident insurance
Income protection, including sick leave, salary continuation, and long term disability.
Company
Morgan, Lewis & Bockius LLP
From our offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, we work with clients ranging from established, global Fortune 100 companies to enterprising startups.
1001-5000 employees
H1B Sponsorship
Morgan, Lewis & Bockius LLP has a track record of offering H1B sponsorships. Please note that this does not
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2024 (1)
2023 (5)
2022 (2)
2021 (6)
2020 (9)
Funding
Current Stage
Late StageLeadership Team
Aaron Suh
Partner
Andrew Gray IV
Partner
Recent News
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