Manager, Estate Planning and Trust Administration

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: Position SummaryThe 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 ResponsibilitiesAssist 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 beneficiariesAssist 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 termsMaintain family foundations, including administration of foundation in compliance with tax lawsAssist with structuring and administration of marital property agreementsAssist with administration of estates, including probate proceedings, estate settlement and coordinating with internal/external tax, legal and valuation professionals on estate tax returnsAssist 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 terminatedCollaborate with other Crow Holdings personnel (legal, tax, accounting, financial reporting, treasury) as needed in connection with trust and estate planning mattersAttend to other matters as neededDesired Skills & ExperienceAttorney with 2+ years’ experience at a major law firm or CPA with 3-5 years’ experience at a major accounting firmExperience advising clients on trust and estate matters including planning, implementation, documentation, and administrationStrong 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 planningStrong 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 matterWillingness to commit time necessary to meet deadlinesFlexible with ability to manage time effectively and adapt to changing prioritiesAttention to detail without losing sight of the big pictureAbility to operate in a fast-paced environment while maintaining an organized workflowAbility to develop positive and effective working relationships with colleagues at all levels in organizationJob SummaryRequisition Number: MANAG001326Job Category: Tax/EstateSchedule: Full-Time