What are the responsibilities and job description for the Manager, Estate Planning and Trust Administration position at Opportunities?
Crow Holdings is a leading real estate investment and development firm founded in 1948 and based in Dallas, Texas. With 20 offices across the U.S., Crow Holdings’ local, on-the-ground presence amplifies its hands-on capabilities across a broad range of investment strategies, product types, and ventures in partnership with institutional investors. Crow Holdings has $34 billion in assets under management, one of the largest multifamily and industrial development platforms in the nation, investments across the energy sector including solar and battery storage projects, and a broad, diversified investment portfolio, pursuing compelling investment opportunities to capitalize on evolving, secular growth potential. For over 75 years, Crow Holdings’ success has been rooted in its founding principles of partnership, collaboration, and alignment of interests. For more information, please visit: www.crowholdings.com.
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
Salary : $34