Our client is a well-known investment management firm in the Dallas area and they're seeking an Associate, Trust and Estate Planning Administration. This position will assist in all phases of developing, implementing, and administering the firms trust and estate matters.
The ideal candidate will have the ability to manage multiple projects at one time and adapt to changing priorities, produce high-quality work, and possess critical thinking skills related to legal and financial matters.
As the Associate, Trust & Estate Planning Administration, you will:
Have 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
Interface 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 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 business ownership structures
Administer life insurance program, including payment and settlement of existing policies, and underwriting as policies are acquired or terminated.
Collaborate with internal stakeholders such as legal, tax, accounting, financial reporting, and treasury as needed in connection with trust and estate planning matters.
As the Associate, Trust & Estate Planning Administration, your background should include:
4-5+ years' experience at a major accounting firm
Current CPA
Experience advising clients on trust and estate matters including planning, implementation, documentation, and administration
Experience with private trust company and Texas Department of Banking
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, etc.)
Excellent communication skills (written and verbal)
Highly sensitive to confidential nature of subject matter
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
If you have this background and would like to hear more, apply today!