2027 Family Office- Estate Planning Intern

Applications are accepted on an ongoing basis.

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, 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.

Your role. No busy work here. 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. Your work will include, but not be limited to: 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)

The qualifications. Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills. P