Jeffrey Shingler
Hermantown,MN
Summary
Sr. Fiduciary Tax Analyst with 29+ years of experience in trust taxation and operations. Known for client satisfaction, ability to communicate effectively, and for improving processes and procedures deriving efficiency and reducing risk.
Overview
30
30
years of professional experience
Work History
Sr. Fiduciary Tax Analyst
Wells Fargo Bank, N.A.
07.2020 - Current
- Monitor legislative and regulatory arenas for relevant tax issues and update management to facilitate informed decisions
- Resolve the most complex issues and answer questions related to fiduciary, estate, gift and inheritance tax requirements and tax preparation
- Facilitate coordination with trust and estate administrative offices, trust managers, regional trust directors, and tax preparers
- Identify and recommend opportunities for process improvement and risk control development
- Collaborate and consult with peers, legal, risk, and managers to resolve issues and achieve goals
- Member of national state tax committee analyzing current state statutes and revisions
Fiduciary Tax Manager
Wells Fargo Bank, N.A.
06.2018 - 06.2020
- Managed Specialty Tax Team in areas of state nonresident withholding, foreign tax compliance, 1099-C reporting, and outside prepared fiduciary tax returns
- Reviewed federal and state fiduciary income tax returns in accordance with applicable tax laws
- Researched and analyzed tax developments and applications to specific business situations
- Complied with established internal controls and policies
Fiduciary Tax Liaison
Wells Fargo Bank, N.A.
10.2003 - 06.2018
- Served as liaison between trust administration and tax preparers
- Coordinated outside CPA’s to file fiduciary tax returns
- Educated administration and tax preparers on procedure and policy
- Resolved or escalated fiduciary tax issues
- Created national tax training materials
- Researched and respond to tax authority notice for accounts
Tax Accountant
Norwest Bank Minnesota NA
01.1994 - 10.2003
- Prepared individual, fiduciary, and charitable income tax returns
- Prepared quarterly an annual employment tax returns
- Prepared esstate and gift tax returns
- Prepared forms 1099, 5498, and W-2
- Prepared guardianship accountings and estate initial inventories/final accounts
- Served as IRA resource for local trust administrators
Education
Bachelor Of Accounting -
University of Minnesota-Duluth
Skills
- 1099/1041/706/709/5227/990PF
- Wall Street Concepts
- SEI Trust 3000
- Onesource
- GST analysis
- State income tax analysis
Timeline
Sr. Fiduciary Tax Analyst
Wells Fargo Bank, N.A.
07.2020 - Current
Fiduciary Tax Manager
Wells Fargo Bank, N.A.
06.2018 - 06.2020
Fiduciary Tax Liaison
Wells Fargo Bank, N.A.
10.2003 - 06.2018
Tax Accountant
Norwest Bank Minnesota NA
01.1994 - 10.2003
Bachelor Of Accounting -
University of Minnesota-Duluth