Estate Planning Manager

Plante Moran
$7,833.33 - $10,791.67 / month
life insurance, sick time, flex time, 401(k), retirement plan
United States, Michigan, Grand Rapids
634 Front Avenue Northwest (Show on map)
Nov 08, 2024
Location: United States, Michigan, Grand Rapids 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 proudlyserves 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. We have over 300 professionals dedicated todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence. 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. Your role. Your work will include, but not be limited to: Review client estate planning documents Prepare and manage client gift tax returns Coordinate estate planning illustrations and deliverables documenting a client's estate plan and calculation of estate tax Create and present internally and externally on estate tax related topics Assist with other various client projects, including advanced estate planning for clients with the use of GRATs, IDITs, LLCs, etc. Work with Family Legacy team to proactively manage the tax planning process with the client to optimize the wealth management goals of the client/family Research and consult on various estate and gift tax matters, utilize tax-related software to prepare estate tax projections for advance estate tax strategies, and research tax matters The qualifications. Bachelor's degree in accounting, finance, or related business field 5+ years of recent estate planning experience in public accounting or equivalent experience CPA or JD preferred Moderate understanding of fiduciary and estate tax planning and compliance Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals Our difference. 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? Apply now. This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interestedapplicantsmust 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. #LI-CB1 #LI-Hybrid Salary Class Salary Colorado Equal Pay for Equal Work Act (SB 19-085) Information Compensation is commensurate with technical skills and experience and is provided in accordance with the CO Equal Pay for Equal Work Act. Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location. Colorado monthly base range is as follows: $7,833.33 to $10,791.67 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. These standard offerings are effective on the first of the month following your start date. 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 balance fund, 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 Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits. Colorado Job Application Fairness Act Under Colorado's 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 the documentation.