CLS Legacy Team (“CLS”) is a boutique consulting firm specializing in ultra-high-net-worth clients, privately held family-owned businesses, and private family trust companies, bringing creative solutions to complicated estate planning and fiduciary matters.  CLS provides Private Family Trust Company Consulting, Family Office Director Services, and Family Office Consulting.

Our team of four is seeking a Trust Services Director to add to our ranks!  This position will use expertise and experience in high net worth estate planning, gift & generation skipping tax planning, trust administration, family trust company administration, and tax compliance services for family trust companies, trustees, families, and their closely held businesses.

This position offers remote work plus possible onsite client meetings. In addition, the occasional evening or weekend client meeting.

In this position you will:

• Work with the team to provide family trust company (“FTC”) and multi-generational clients with governance support and ongoing trust administration services or consulting including, but not limited to, the following services:
  • FTC Board meeting preparation of agendas, board materials, and meeting minutes
  • Assisting in the customization of FTC Policy & Procedure Manual
  • Documenting FTC Committee meeting minutes
  • Oversee completion and accuracy of trust administration documentation
  • Review trust documents to complete flowcharts and synopsis of trust terms
• Review and analyze estate, trust, and fiduciary related documents to provide observations, make planning recommendations, and document key provisions.
• Prepare client presentations on current and proposed estate planning strategies, including the design and structure of FTCs.
• Plan and coordinate multigenerational family meetings.
• Work with multigenerational family governance entities (i.e., family council, family assembly, generational meetings, etc.) to provide best practice guidance in wealth and/or family business stewardship
• Participate in client meetings to explain proposed estate and tax planning strategies.
• Provide thought leadership articles to be shared with CLS Legacy Team clients on estate planning topics.
• Participate in business development opportunities by networking and identifying opportunities for family trust companies, family office or estate planning clients.
• Complete other duties as assigned.

The successful candidate will have:

• Bachelor’s degree in business administration, accounting, taxation, finance, or related field.
• JD designation required – Ohio license preferred.
• 5+ years of relevant experience working for a law firm, accounting firm, advisory firm or bank/trust company specifically within this practice area.
• Proven experience working with multigenerational families providing estate planning, generation skipping transfer tax, and gift tax consulting.
• Knowledge of fiduciary accounting principles a plus.
• Attention to details and related deadlines imperative.
• Ability to organize and manage multiple priorities.
• Proficiency in Microsoft Office suite applications required, Visio a plus.
• Ability to cultivate and maintain client relationships.
• Demonstrate polished written and verbal communication.
• Strong customer service orientation.

The qualified candidate can expect:

• The opportunity to join a growing small business that offers professional growth in an industry that is both dynamic and intellectually challenging
• Small, collaborative team working environment
• Opportunities for continuous education
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary

Please submit all resumes or questions below or to Cindy L. Steeb, CLS Legacy Team CEO & Founder at cindy@clslegacyteam.com.