SHAREHOLDER SERVICES COUNSEL

KENT WORLDWIDE•Muscatine, IA

4d•Onsite

About The Position

This role is responsible for managing tax preparation and planning for Kent family trusts and senior executives, responding to taxing authorities, and providing timely and accurate tax advice. The position also involves assisting shareholders with purchasing and financing real property, aiding senior executives with investment and cashflow management, and advising on estate planning matters. The Counsel will review and manage trusts and entities to achieve estate planning goals, coordinate planning efforts with external and internal legal and tax professionals, and provide guidance to shareholders on their rights and responsibilities. Additionally, the role includes supervising the Manager of Shareholder & Corporate Services, collaborating with the Manager of Administrative Services, and serving as a historical resource for the Kent family and the Company.

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

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 in order to provide timely and accurate advice
Assist Company shareholders with respect to purchasing and financing the purchase of personal residences and other real property
Assist senior Kent family executives with long-term investment planning as well as 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, and the Company’s in-house legal team and tax professionals
Provide general guidance to shareholders with respect to their rights and responsibilities as owners of Company stock
Direct and Supervise the Manager of Shareholder & Corporate Services in the performance of that position’s day-to-day work
Collaborate with and provide advice and counsel to the Manager of Administrative Services in the work performed for the Office of the Chairman
Be a resource for historical matters for the Kent family and the Company
Perform other duties as assigned