2027 Family Office- Estate Planning Intern
About The Position
As an intern, you’ll be treated just like our entry level staff. You’ll dive in with hands-on experience and substantial scope to drive the wealth and profitability of key clients. You’ll identify what you’re interested in while collaborating with staff at all levels of the firm and welcoming high-net-worth individuals and families into your client repertoire. Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
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.).
- Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.
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, lodging, and meal reimbursement
- pension plan (for eligible administrative and paraprofessional staff)
- discretionary bonus plan (for eligible staff)
- option to elect health insurance (for some contingent staff positions)
- limited paid sick time (for some contingent staff positions)
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What This Job Offers
Career Level
Entry Level
