VP, Estate Planning and Trust Administration – Single Family Office

Primary Responsibilities

• Support the operation of a private trust company, including investment oversight, regulatory compliance, board/committee materials, and beneficiary reporting.
• Assist in developing and implementing estate plans, ensuring alignment with family goals, legal requirements, and current laws, in coordination with outside counsel.
• Collaborate on trust formation, addressing situs, trustees, beneficiaries, and funding.
• Manage family foundations to ensure compliance with tax laws.
• Oversee marital property agreements and estate administration, including probate, estate settlement, and estate tax returns.
• Contribute to planning family business ownership structures in relation to trusts and estates.
• Administer life insurance policies, including underwriting, payments, and settlements.
• Work with internal teams (legal, tax, accounting) on trust and estate matters.
• Handle other duties as needed.

Desired Skills & Experience

• CPA or JD with 4–5+ years’ experience, within a professional environment.
• Knowledge of trust and estate planning, implementation, and administration.
• Familiarity with private trust companies and Texas Department of Banking regulations is a plus.
• Strong understanding of income tax law for individuals, trusts, and flow-through entities.
• Proficient in Microsoft Office; experience with DocuWare is a plus.
• Excellent communication skills, attention to detail, and confidentiality.
• Ability to manage deadlines, adapt to changing priorities, and maintain organized workflows in a fast-paced environment.
• Proven ability to build effective relationships across all levels of an organisation.