Family Office-Estate Planning Advisor - Entry Level - On-site

Usi Insurance; East Lansing (MI); Sur place; USD 48 000 - 64 000; Plein temps

Résumé du poste

Plante Moran Wealth Management is hiring an entry-level Family Office-Estate Planning Advisor. You will work with high-net-worth clients, gaining hands-on experience in wealth transfer strategies and estate planning.

You will support tax and insurance-related work, collaborating with staff across levels to grow client relationships and deliver comprehensive financial guidance.

Qualifications

• Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills.
• Bachelor’s degree with emphasis in accounting, finance, or other business-related curriculum.
• Academic success with GPA 3.0 or higher.

Responsabilités

• Understand estate planning techniques to assist clients in tax reduction strategies.
• Assist with constructing personal balance sheets and cash flow projections; review documents with clients.
• Research estate, gift, or trust income tax issues and prepare memorandums.
• Create practice tools and presentations on estate tax topics for opportunities.
• Prepare gift tax returns (709), estate tax returns (706), and trust income tax returns (1041).
• Assess suitability, negotiate, and assist in selecting insurance brokers/carriers.

Connaissances

Detail-oriented

Client service

Problem solving

Communication

Formation

Bachelor’s degree in accounting/finance/business

GPA 3.0 or higher

Pursuing JD (optional)

Description du poste

Family Office-Estate Planning Advisor - Entry Level

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.

Count on us. 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.

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?

Job Responsibilities

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.

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.