Log inSign up free
  • Home
  • Profile
  • Jobs
    • Applications
    • Career
    • Resume
    • Cover letters
  • Content
    • Posts
    • Media
  • Messages
  • Analytics
    • Overview
    • Pages
  • Portfolio
  • More tools
    • Hiring
  • Settings
All jobs
PLplantemoran logo

plantemoran

Grand Rapids, United States of America

2027 Family Office- Estate Planning Intern.

INTERNSHIPINTERNSALES & MARKETING
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. 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. This internship program is designed for students currently pursuing a degree and planning to return to school following the internship. Candidates who will complete their degree requirements before or during the internship are encouraged to apply for our entry-level opportunities. 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. 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. 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. 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. 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. 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 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 some contingent staff positions the option to elect health insurance in addition to limited paid sick time. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. 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. The compensation range for this role in CO, IL and MA is: $36.00 - $36.00 Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.
Pay
Not stated
Where
Grand Rapids, United States of America
Work
Not stated
Type
Internship
Posted
16 Oct, 2026
Apply on the original postingSign in to apply

Verified board

more at plantemoran.

26 Oct, 2026

plantemoran

2027 Executive Compensation and Employee Benefits Consulting Entry Level Staff

PLplantemoran logo
  • Junior level

Location not stated

Salary not listed

Details
26 Oct, 2026

plantemoran

US Tax Compliance - Manager - Mumbai - India

PLplantemoran logo
  • Finance & Legal

Mumbai - Goregaon

Salary not listed

Details
26 Oct, 2026

plantemoran

Audit Staff - Mumbai - India

PLplantemoran logo
  • Finance & Legal

Mumbai - Goregaon

Salary not listed

Details

similar roles.

23 Oct, 2026

stark.wd3.myworkdayjobs.com/stark-uk

National Account Manager

SWstark.wd3.myworkdayjobs.com/stark-uk logo
  • Remote
  • Sales & Marketing

Home-Based England, United Kingdom

Remote

Details
23 Oct, 2026

stark.wd3.myworkdayjobs.com/stark-uk

Yard Sales Adviser

SWstark.wd3.myworkdayjobs.com/stark-uk logo
  • Part time
  • Remote
  • Sales & Marketing

Plymouth Richmond Walk, United Kingdom

Remote

Details
23 Oct, 2026

Roche

Customer Marketing Team Director, HCP

RORoche logo
  • Leadership
  • Sales & Marketing

South San Francisco, United States of America

Salary not listed

Details
23 Oct, 2026

Pwc

CTIO - Activation & Customer Success - Manager

PWPwc logo
  • Sales & Marketing

$73.5k–212.3k/yr

New York - 300 Madison Avenue, United States of America

Details
22 Oct, 2026

Asurion

Retail Sales & Service Advisor

ASAsurion logo
  • Sales & Marketing

UBIF AZ - Phoenix - 4802 E Ray Rd, United States of America

Salary not listed

Details
22 Oct, 2026

Asurion

Retail Sales & Service Advisor

ASAsurion logo
  • Sales & Marketing

UBIF AZ - Mesa - 1545 S Power Rd, United States of America

Salary not listed

Details