Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jake Sisterman

Fridley

Summary

Dynamic Revenue Tax Specialist Principal with extensive experience at the Minnesota Department of Revenue, excelling in tax compliance and auditing techniques. Proven ability to streamline processes and enhance team collaboration, while providing expert guidance on tax law changes. Strong attention to detail and interpersonal skills foster lasting relationships and drive successful outcomes.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

17
17
years of professional experience

Work History

Revenue Tax Specialist Principal

Minnesota Department of Revenue
09.2011 - Current
  • Conducted thorough Insurance Premium Tax audits to ensure compliance with Minnesota tax statutes.
  • Analyzed complex Insurance Premium Tax filings to identify discrepancies and ensure accurate reporting.
  • Developed and implemented streamlined processes for tax collection and reporting procedures.
  • Provided expert guidance on tax law changes to taxpayers and Revenue employees across various departments.
  • Collaborated with legal teams to resolve disputes related to audits.
  • Led training sessions on tax law changes, increasing team proficiency in auditing and tax compliance.
  • Conducted thorough research on federal and state tax laws to ensure accurate interpretations in all cases handled.

Personal Banker

US Bank
05.2008 - 09.2011
  • Developed tailored financial solutions to meet client needs and enhance customer satisfaction.
  • Analyzed client accounts to identify opportunities for cross-selling banking products and services.
  • Mentored other bankers, enhancing team performance through knowledge sharing and best practices.
  • Evaluated market trends to inform product offerings and align services with evolving customer demands.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Led initiatives to enhance client engagement through personalized communication strategies and follow-ups.

Education

Finance

Augsburg College
Minneapolis
05-2008

Skills

  • Auditing techniques
  • Attention to detail
  • Time management
  • Microsoft applications proficency
  • Tax compliance
  • Teamwork and collaboration
  • Tax law expertise

Timeline

Revenue Tax Specialist Principal

Minnesota Department of Revenue
09.2011 - Current

Personal Banker

US Bank
05.2008 - 09.2011

Finance

Augsburg College
Jake Sisterman