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Texas Comptroller of Public Accounts

Austin, Texas

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Morgan McKinley

London, United Kingdom

James DiFrancesco & Associates, P.C.

Houston, Texas

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Learning Resources

Vernon Hills, Illinois

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Saint Louis University

St. Louis, Missouri

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Hermitage, Tennessee

Goodman Masson

London, United Kingdom

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Winston-Salem, North Carolina

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Colorado Rural Electric Association

Denver, Colorado

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Senior Tax Administrator - Global Client Tax Service Group
The Global Client Tax Service Group is responsible for preparing tax products including 1041’s for trusts and estates and 1099’s for agencies and IRA’s.  Conducts training classes and represents the bank on audits and client meetings. May review high risk tax products prepared by others.    Major Duties Prepares and consults on tax products, compliance issues, and planning and research projects.   Assist in developing of department policies and procedures based on knowledge of industry best practices, the regulatory environment, client expectations and evolving trends.   Prepares tax products in compliance with tax applicable laws.  

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