- Wipfli LLP (Clayton, MO)
- …and coordinating tax compliance and advisory work for clients + Review Individual, Trust , and Estate tax returns + Lead client relationships on day to day ... tax matters supporting partners with service execution and development...through CPE, firm/industry group events, webinars, etc. + Review tax -related information to include tax provisions, depreciation… more
- Huntington National Bank (Clayton, MO)
- …underwriting of personal and corporate guarantors, developers, and sponsors for tax credit equity investments and debt facilities. The Sponsor Underwriter's role ... within CIC to underwrite and assess creditworthiness of sponsors / guarantors for tax credit equity investments and debt facilities in compliance with Bank policies… more