What are the responsibilities and job description for the Family Legacy Advisor - Intern(2025) position at Plante Moran?
- Location: United States, Colorado
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.
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, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. 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 enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. 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 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.
Salary Class
Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.
Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
Colorado hourly rate range is as follows:
Illinois hourly rate range is as follows:
Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.
Salary : $36
