- UMB Bank (Kansas City, MO)
- …+ You have an industry certification (ie Certified Internal Auditor, Certified Public Accountant , Certified Fiduciary and Investment Risk Specialist). + You have ... knowledge of financial institution laws and regulations, financial services business processes, major business functions, systems and applications as well as prior experience working with external auditors and regulators (ie OCC, SEC, FINRA). + You have… more
- Wipfli LLP (Clayton, MO)
- …provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree… more
- Commerce Bank (St. Louis, MO)
- …customized wealth management solutions for a portfolio of relationships comprised of fiduciary , investment management, and custody clients, and in their role as ... partners and expert resources to ensure integrated delivery of investment, fiduciary , tax, estate settlement, insurance, planning, credit and banking services to… more
- Spire Energy (St. Louis, MO)
- …as annual renewals of current lines, coordinating with our actuary, auditor, tax accountant and captive manager to gather and report on financial and operational ... and review of quarterly tax preparations, as well as annual audit, independent fiduciary review and Department of Insurance annual report + Manage outside service… more