2027 Family Office - Estate Planning Advisor Entry Level

Plante Moran; East Lansing (MI); On-site; USD 80,000 - 83,000; Full time

Benefits offered by this job

Health, dental, vision, disability, &/

401(k) plan

Flexible time off

Job summary

Plante Moran Wealth Management is seeking an advisor to help grow wealth and profitability for high-net-worth clients. You’ll work with staff across the firm, inviting high-net-worth individuals into your client repertoire and driving tax planning and consulting.

Your role includes building personal balance sheets, cash flow projections, researching estate/gift tax issues, and preparing tax memorandums and returns. A JD is optional and prior internship is a plus.

Qualifications

• Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills.
• 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 (i.e., estate planning, insurance, estate/gift tax).
• Prior Accounting, Finance, or related field internship experience preferred, but not required.

Responsibilities

• 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).
• Assessing suitability, directing negotiations, selecting insurance brokers/carriers, and placing insurance.

Skills

Detail-oriented

Client service

Communication

Education

Bachelor's degree in accounting/finance/business

Job description

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.

As an advisor, 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).
• Assessing suitability, directing negotiations, selecting insurance brokers/carriers, and placing insurance.

The qualifications.

• Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills.
• 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 (i.e., estate planning, insurance, estate/gift tax).
• 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.

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.

We are pleased to offer eligible staff a robust benefits package.

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre‑determined holidays
• 401(k) plan
• Flexible benefits plans
• Business‑related travel expense
• Lodging and meal reimbursement for business‑related use
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff
• Option to elect health insurance for some contingent staff positions 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: $80,000.00 - $83,000.00