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:
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
