Plante Moran
- Location: United States, Ohio, Columbus
- Location: United States, Michigan, Detroit
Make your mark. 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 .
- Pursuing a bachelor’s degree with an emphasis in accounting, finance, or other business-related curriculum.
- Optional: Pursuing a JD (Juris Doctorate)
- Academic success (a minimum cumulative GPA of 3. 0 ).
- Strong interest in wealth transfer planning strategies (estate planning, insurance, estate/gift tax, etc.)
- Prior Accounting, Finance, or related field internship experience preferred, but not required.
What makes us different?
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture and an endless array of opportunities.
We’re consistently recognized as one of Fortune magazine’s “100 Best Companies to Work For,” “Best Workplaces for Women,” and “Best workplaces for Parents” — distinctions awarded to us based on confidential feedback from our staff. We also ranked #1 on Accounting Today’s 2021 list of CPA firms ranked by assets under management.
And we live out our “We care” culture everyday—we care about our staff, clients, and communities—with one of the lowest staff turnovers in our industry. So, what are you waiting for? Apply now.
This is a non-exempt position and may require work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel.
Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. 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. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
To apply for this job please visit plantemoran.avature.net.