• Senior Accountant , Tax - High Net…

    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
    Wipfli LLP (08/09/24)
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  • CIC Sponsor Underwriter

    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
    Huntington National Bank (06/28/24)
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  • Private Client Advisor

    Commerce Bank (St. Louis, MO)
    …$157,000.00 (Amount based on relevant experience, skills, and competencies.) Since 1906, Commerce Trust , a division of Commerce Bank, has been a leading provider of ... investment management, financial planning, trust and private banking services. Commerce Trust ...expert resources to ensure integrated delivery of investment, fiduciary, tax , estate settlement, insurance, planning, credit and banking services… more
    Commerce Bank (08/14/24)
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