Shareholder Services Counsel

KENT WORLDWIDE•Muscatine, IA

4d•Hybrid

About The Position

This role is responsible for managing tax preparation and planning for Kent family trusts and senior executives, assisting shareholders with financial and investment planning, and advising on estate planning matters. The position requires coordination with external and internal legal and tax advisors, providing guidance to shareholders on their rights and responsibilities, and supervising the Manager of Shareholder & Corporate Services. The role also involves providing historical context for the Kent family and the Company and performing other assigned duties to achieve Kent family objectives.

Requirements

Juris Doctorate with significant sophisticated estate planning and tax experience.
Iowa law license.
CPA-level financial expertise.
Instill Trust
Manage Complexity
Communicate Effectively
Strategic Mindset
Collaborative
Interpersonal Savvy
Highest levels of integrity, reliability, professionalism and confidentiality due to access to extremely sensitive confidential information.

Responsibilities

Manage tax preparation and facilitate tax planning for Kent family trusts and senior Kent family executives.
Respond to taxing authorities as needed.
Maintain general tax competence to provide timely and accurate advice.
Assist Company shareholders with purchasing and financing personal residences and other real property.
Assist senior Kent family executives with long-term investment planning and short-term cashflow management.
Advise senior Kent family executives on estate planning matters and review estate plans and related materials.
Review, maintain, and manage trusts and other entities to accomplish estate planning goals.
Coordinate tax, financial, and estate planning efforts with Kent family outside attorneys and tax and investment advisors.
Coordinate tax, financial, and estate planning efforts with the Company’s in-house legal team and tax professionals.
Provide general guidance to shareholders regarding their rights and responsibilities as owners of Company stock.
Direct and supervise the Manager of Shareholder & Corporate Services in their day-to-day work.
Collaborate with and provide advice and counsel to the Manager of Administrative Services for the Office of the Chairman.
Serve as a resource for historical matters for the Kent family and the Company.
Perform other duties as assigned.