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Vice President of Estate Planning and Trust Administration

1 month ago

Dallas, Texas, United States Crow Holdings Full time
Crow Holdings

Crow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. With a strong presence in Dallas, Texas, and 20 offices across the U.S., the company has established itself as a major player in the industry.

Job Summary

The Vice President, Estate Planning and Trust Administration will play a critical role in supporting the Director of Estate Planning and Trust in developing, implementing, and administering the Crow family's trust and estate plans. This seasoned professional will be responsible for managing multiple projects, adapting to changing priorities, and producing high-quality work.

Key Responsibilities
  1. Assist with the operation of the 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.
  2. Develop and implement estate plans for family members, ensuring that plans reflect current desires, circumstances, and relevant law. Interface with outside counsel on planning, execution, and implementation of trusts and estate plans.
  3. Develop and form trusts in conjunction with outside counsel, including determining situs, trustees, beneficiaries, funding, and other relevant terms.
  4. Maintain family foundations, including administration of foundation in compliance with tax laws.
  5. Assist with structuring and administration of marital property agreements.
  6. Administer estates, including probate proceedings, estate settlement, and coordinating with internal/external tax, legal, and valuation professionals on estate tax returns.
  7. Plan and implement family business ownership structures as they relate to trust and estate planning.
  8. Administer life insurance program, including payment and settlement of existing policies, and underwriting as policies are acquired or terminated.
  9. Collaborate with other Crow Holdings personnel (legal, tax, accounting, financial reporting, treasury) as needed in connection with trust and estate planning matters.
Requirements
  • CPA with 4-5+ years' experience at a major accounting firm.
  • Experience advising clients on trust and estate matters, including planning, implementation, documentation, and administration.
  • Experience with private trust company and Texas Department of Banking.
  • Willingness to learn state and federal laws and strategies relevant to trusts, estate planning, marital planning, and exempt organizations.
  • Familiarity with income tax law for individuals, trusts, and flow-through entities to ensure 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 the organization.