Plante Moran
A Trust Account Administrator at Plante Moran oversees irrevocable trusts, estates, and agency accounts while managing asset disbursement and fiduciary duties. The role requires collaborating with committees and clients to provide holistic financial planning, including investment, tax, and philanthropic strategies. This exempt position involves mentoring staff, driving business development, and navigating complex family dynamics with professionalism.
Headquarters
Southfield, Michigan, United States
Company Size
1001-5000 employees
Founded
1924
Plante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Plante Moran.
Right around the average for this role
Plante Moran in Southfield Acquires Boston Accounting Firm
Jun 9, 2025