Shareholder Services Counsel

Primary Duties and Responsibilities:

Tax preparation management and planning

• 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

Financial management and planning

• 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

Estate planning

• 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

Other duties

• In order to effectively implement Kent family objectives, coordinate tax, financial, and estate planning efforts with: (1) Kent family outside attorneys and tax and investment advisors; and (2) 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

Education/License/Certification:

• Juris Doctorate with significant sophisticated estate planning and tax experience


• Iowa law license

Experience:

•  CPA-level financial expertise

Required Skills:

• Instill Trust, Manage Complexity, Communicate Effectively, Strategic Mindset, Collaborative, Interpersonal Savvy

Physical Requirements:

• N/A

Work Environment:

• Work is primarily performed in a corporate office setting at headquarters. The role may also require periodic travel, including occasional court appearances and offsite meetings with external counsel or business partners.

Safety Statement:

• Safety is a top priority at KENT Worldwide. All employees are expected to follow safety protocols and procedures to maintain a safe working environment.

Other:

• This position has access to extremely sensitive confidential information and requires the highest levels of integrity, reliability, professionalism and confidentiality.