Crow Holdings

Manager, Estate Planning and Trust Administration

Crow Holdings • $100K — $120K *
Dallas, TX 75217In-Person
Legal & Accounting
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Attorney with 2+ years' experience at a major law firm or CPA with 3-5 years' experience at a major accounting firm.
  • Experience advising clients on trust and estate matters including planning and documentation.
  • Strong understanding of applicable state and federal laws related to trusts and estates.
  • Familiarity with income tax law for individuals and trusts.
  • Proficiency in Microsoft Office and experience with document management systems.
  • Polished written and verbal communication skills.

Responsibilities

  • Assist with the operation of a private trust company and oversee trust investments.
  • Develop and implement estate plans in line with family desires and current laws.
  • Maintain family foundations and ensure compliance with tax laws.
  • Structure and administer marital property agreements as needed.
  • Assist in estate administration including probate proceedings and tax returns.
  • Help plan and implement family business ownership structures related to estate planning.
  • Administer the life insurance program and handle payments and settlements.

Benefits

  • Collaborative work environment with exposure to various financial and legal professionals.
  • Opportunities for professional development in trust and estate management.
  • Ability to influence and contribute to high-level family estate planning.
  • Involvement in diverse projects within the multi-disciplinary field of estate planning.
Full Job Description
Position Summary

The Manager of Estate Planning and Trust Administration will work under the general supervision of the Director of Estate Planning and Trust Administration. This position will assist in all phases of developing, implementing, and administering the Crow family's trust and estate matters. Crow Holdings seeks a seasoned professional with the desire to operate in a high volume, multi-disciplinary position. The ideal candidate will have the ability to manage multiple projects and adapt to changing priorities, produce high-quality work, and possess critical thinking skills related to legal and financial matters.

Primary Responsibilities
  • Assist with operation of private trust company, including oversight of trust investments, preparation of board/committee meeting materials and minutes, attention to regulatory matters/examinations, and trust reporting to beneficiaries
  • Assist with development and implementation of estate plans for family members and ensure plans reflect current desires, circumstances, and relevant law; Coordinate with outside counsel on planning, execution and implementation of trusts and estate plans. Assist with development and formation of trusts in conjunction with outside counsel, including determining situs, trustees, beneficiaries, funding, and other relevant terms
  • Maintain family foundations, including administration of foundation in compliance with tax laws
  • Assist with structuring and administration of marital property agreements
  • Assist with administration of estates, including probate proceedings, estate settlement and coordinating with internal/external tax, legal and valuation professionals on estate tax returns
  • Assist with planning and implementation of family business ownership structures as they relate to trust and estate planning.
  • Administer life insurance program, including payment and settlement of existing policies, and underwriting as policies are acquired or terminated
  • Collaborate with other Crow Holdings personnel (legal, tax, accounting, financial reporting, treasury) as needed in connection with trust and estate planning matters
  • Attend to other matters as needed

Desired Skills & Experience
  • Attorney with 2+ years' experience at a major law firm or CPA with 3-5 years' experience at a major accounting firm
  • Experience advising clients on trust and estate matters including planning, implementation, documentation, and administration
  • Strong understanding of state and federal laws and strategies relevant to trusts, estate planning, and marital planning (exempt organizations a plus)
  • Familiarity with income tax law for individuals, trusts and flow-through entities to insure proper coordination with trust and estate planning
  • Strong skills in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Experience with document management system (DocuWare a plus)
  • Polished communication skills (written and verbal)
  • Highly sensitive to confidential nature of subject matter
  • Willingness to commit time necessary to meet deadlines
  • Flexible with ability to manage time effectively and adapt to changing priorities
  • Attention to detail without losing sight of the big picture
  • Ability to operate in a fast-paced environment while maintaining an organized workflow
  • Ability to develop positive and effective working relationships with colleagues at all levels in organization

About Crow Holdings

Crow Holdings is a privately held real estate investment and development firm that specializes in acquiring, developing, and managing commercial and residential properties. The company was founded in 1948 by Trammell Crow and has since grown to become one of the largest real estate firms in the United States. Crow Holdings has a diverse portfolio of properties that includes office buildings, retail centers, apartments, and hotels. The company is headquartered in Dallas, Texas and has offices in several other cities across the country.
Learn more about Crow Holdings
Size
1,000 employees
Industry
Real Estate & Construction
* Ladders Estimates

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