Location: United States, Michigan, East Lansing
Location: United States, Illinois, Chicago
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 proudlyserves 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 todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.
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'llidentify 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 assistclients in tax reduction strategies in order toprovide 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).
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 otherbusiness-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, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.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 committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust 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 ofqualified 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.
Colorado Equal Pay for Equal Work Act (SB 19-085) Information
Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.
Colorado hourly rate range is as follows:
$34.00 to $34.00
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.