About the role#
As a Family Office Estate Planning Intern, you will gain hands-on experience working with high-net-worth individuals and families. You will be treated like entry-level staff, taking on meaningful tasks that contribute to client wealth and profitability. This role requires a commitment to professional growth and collaboration across all levels of the firm.
What you'll do#
- Learn estate planning techniques to assist clients with tax reduction strategies.
- Build personal balance sheets and cash flow projections.
- Research technical issues regarding estate, gift, and trust income taxation.
- Prepare gift tax returns (709), estate tax returns (706), and trust income tax returns (1041).
- Create practice tools, materials, and presentations on estate tax topics.
What you'll need#
- Enrollment in a bachelor’s degree program with a focus on accounting, finance, or a related business curriculum.
- A minimum cumulative GPA of 3.0.
- A strong interest in wealth transfer planning strategies.
- Detail-oriented leadership with effective communication and problem-solving skills.
Location & details#
- Locations: Grand Rapids, Michigan and East Lansing, Michigan.
- Modality: Hybrid.
- Employment: Full-time and paid.
- Applications are accepted on a rolling basis.
- This position may require work hours exceeding 40 hours per week and occasional travel.
About Plante Moran
Plante Moran is an accounting and consulting firm based in Southfield, Michigan. The firm provides audit, tax, wealth management, and business advisory services to various sectors including manufacturing, healthcare, and government. It operates 23 locations across the United States and internationally. The firm employs approximately 4,759 professionals.
How to get in at Plante Moran
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