Elite Family Office Estate Planning Advisor

Plante Moran; East Lansing (MI); Sur place; USD 80 000 - 83 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision, disability, &/

401(k) plan

Flexible time off

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Detail-oriented

Client service

Communication

Formation

Bachelor's degree in accounting/finance/business

Description du poste

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.