Estate Planning Intern

About the Role

As an Intern at Plante Moran Wealth Management, you will be treated like an entry-level staff member, gaining hands-on experience and driving the wealth and profitability of key clients. You will identify areas of interest, collaborate with professionals at all levels, and engage with high-net-worth individuals and families.

Key Responsibilities

• Understanding estate planning techniques and their application in tax reduction strategies for tax planning and consulting.
• Assisting with the construction of personal balance sheets and cash flow projections.
• Reviewing current documents and meeting with clients to discuss existing estate plans.
• Researching technical issues related to estate, gift, or trust income taxation and preparing tax memorandums.
• Creating practice tools, materials, and presentations on estate tax-related topics.
• Preparing gift tax returns (709), estate tax returns (706), and trust income tax returns (1041).

Requirements & Tech Stack

• Detail-oriented with strong client service, problem-solving, and communication (written and verbal) skills.
• Pursuing a bachelor’s degree in accounting, finance, or another business-related curriculum.
• Optional: Pursuing a JD (Juris Doctorate).
• Academic success with 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 is preferred but not required.
• This internship is designed for students planning to return to school after completion.
• May require work hours exceeding a standard 40-hour work week.
• May require local, national, and occasional international travel.
• Must be legally authorized to work in the United States without sponsorship, with exceptions for bilingual candidates in Japanese/English or Chinese/English.

Qualifications

• Currently pursuing a degree and planning to return to school following the internship.
• Candidates who will complete degree requirements before or during the internship should apply for entry-level opportunities.