Estate Accountant - Private Client

Morgan Lewis is seeking an Estate Accountant for the Private Client Group. The Estate Accountant will perform fiduciary accounting tasks, including estate and tax planning projections and estate and trust administration. The position works closely with Private Client partners and directly with Firm clients.

Requirements

• Preparation and review 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
• Maintenance of group task management database, File-in-Time, to accurately track deadlines of tax returns, annuity payments, Form 709s and ETIPs
• Support to lawyers as part of client team, including running calculations for interest on notes, tax projections and estate plans, analytical analysis, tax projections, and estate planning flow charts
• Research relevant tax laws related to tax preparation
• 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

• 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