2027 Family Office- Estate Planning Intern
About The Position
Plante Moran Wealth Management, with roots in a large audit, tax, and advisory firm, serves as a trusted advisor to individuals, families, and nonprofits. We provide comprehensive financial solutions in investment advisory, trust, tax, and insurance, with over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance. As an intern, you will gain hands-on experience, similar to entry-level staff, with substantial scope to contribute to the wealth and profitability of key clients. You will identify areas of interest, collaborate with staff at all levels, and engage with high-net-worth individuals and families. This role offers a "Workplace for Your Day" model, balancing flexibility with a principally in-person approach, emphasizing face-to-face interactions for development while allowing for optimal working environments to be determined with supervisors and teams.
Requirements
- Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills.
- Pursuing a bachelor’s degree with an emphasis in accounting, finance, or other business-related curriculum.
- Academic success (a minimum cumulative GPA of 3.0).
- Strong interest in wealth transfer planning strategies (estate planning, insurance, estate/gift tax, etc.).
Nice To Haves
- Pursuing a JD (Juris Doctorate)
- Prior Accounting, Finance, or related field internship experience preferred, but not required.
Responsibilities
- Understanding estate planning techniques and how they assist clients in tax reduction strategies in order to provide tax planning and consulting.
- Assisting with the construction of personal balance sheets and cash flow projections, review current documents, and meet with clients to discuss existing estate plans.
- Researching specific technical issues relating to estate, gift, or trust income taxation and preparing tax memorandums.
- Creating practice tools, materials, and presentations on estate tax related topics for various opportunities.
- Preparing gift tax returns (709), estate tax returns (706), and trust income tax returns (1041).
Benefits
- health insurance
- dental insurance
- vision insurance
- disability insurance
- life insurance
- Flexible Time Off
- various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense reimbursement
- lodging reimbursement for business-related use
- meal reimbursement for business-related use
- pension plan (for eligible administrative and paraprofessional staff)
- discretionary bonus plan (for eligible staff)
- limited paid sick time (for some contingent staff)
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What This Job Offers
Career Level
Entry Level
