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Fiduciary Accountant - Private Client

Morgan Lewis
Philadelphia Pennsylvania · Tax/Trusts & Estates
Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire an Estate Accountant for the Private Client Group. The Fiduciary Accountant will be responsible for performing a variety of fiduciary accounting tasks, including estate and tax planning projections and estate and trust administration. This position works closely with Private Client partners and directly with Firm clients. Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position will reside in our Boston or Philadelphia office with a hybrid in-office/remote working schedule (consisting of 3 days in-office and 2 days remote). Primary 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. Experience/Qualifications 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. Enrolled Agent or Certified Public Accountant license is preferred. 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. Benefits / Why Join Us Morgan Lewis offers attractive benefits and competitive salaries. Our compensation structure rewards exceptional performance and recognizes the talent and experience that our people gain with each year of service. We are committed to offering the best and most comprehensive benefits including: 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 t
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