Qualifications
Responsibilities
Benefits
Applications are accepted on an ongoing basis.
Your role.As an advisor, you’lldive in with hands-on experience and substantial scope to drive the wealth and profitability of key clients. You’llidentify 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 assistclients 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 otherbusiness-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.
This is an exempt position that may require some local, national, and occasional international travel.
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.
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 theposition location for theapplicable 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 Colorados 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
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