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plante moran

Campus Hires

Wealth Transfer Advisor - Intern

  • Location: United States, Illinois, Chicago

Date published:


From day one, make your mark. 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, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $14.3 billion in assets under management as of December 31, 2017 and a total $19.09 billion in assets advised on as of December 31, 2017, 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.

Forget about getting coffee and making copies. As an intern, you’ll be treated just like our entry level staff. 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 client in tax reduction strategies in order to provide tax planning and consulting
  • Assisting with the construction of personal balance sheet and cash flow projections, review current documents, and meet with clients to discuss existing estate plan
  • Researching specific technical issues relating to estate, gift, or trust income taxation and prepare 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)

The qualifications.

  • Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills
  • Pursuing a bachelor’s degree with an emphasis in accounting, finance, or other business related curriculum.
  • Optional: Pursuing a JD
  • Academic success (a minimum major GPA of 3.25).
  • Strong interest in wealth transfer planning strategies (estate planning, insurance, estate/gift tax, etc.)
  • Prior Accounting, Finance, or related field internship experience preferred, but not required.

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For” and "100 Best Companies for Millennials". In 2018, ranked us at #6 on their annual “Best Accounting Firms to Work for” list which included the #1 spot in 11 “quality of life” categories.  In 2016, Forbes recognized us on their “Top 50 Wealth Managers” list and in 2017, the Financial Times recognized us as a member of the elite “FT 300” a list of the top US registered investment advisors. At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.


Apply now. Make your mark.


This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel.


Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.


Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   


The specific statements above are not intended to be all-inclusive.