Shaun Navin
Fiduciary Tax Manager at DMLO CPAs | St Augustine, Florida, United States
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Shaun Navin serves as the Fiduciary Tax Manager at DMLO CPAs, where he leverages his extensive expertise in fiduciary accounting and tax strategy to deliver exceptional service to high net worth and ultra-high net worth clients. With a focus on trust, charitable, estate, and split interest trust tax, Shaun is dedicated to implementing sophisticated wealth preservation strategies that align with the unique financial goals of his clients. His role involves comprehensive tax planning and reporting for private charitable foundations, trusts, estates, and split interest trusts, ensuring compliance while maximizing tax efficiency.
In his position, Shaun not only manages a skilled tax team but also plays a pivotal role in mentoring staff, reviewing their prepared tax returns, and tackling more complex fiduciary tax returns himself. His commitment to excellence is evident in his meticulous approach to trust and estate administration, where he assists clients in navigating the intricate landscape of fiduciary responsibilities and tax obligations.
Shaun's proficiency in Microsoft Office and Excel enhances his ability to analyze financial statements and develop creative solutions for tax preparation challenges. His strong customer service skills and public speaking abilities allow him to effectively communicate complex tax strategies to clients, ensuring they feel informed and empowered in their financial decisions. As a leader in the field, Shaun continues to contribute valuable insights and innovative approaches to fiduciary tax management, solidifying his reputation as a trusted advisor in the industry.
Fiduciary Tax Manager at DMLO CPAs in January 2023 to Present
Assistant Vice-President; Fiduciary Tax Accountant II at Bank of America Private Bank in February 2018 to January 2023
Tax Associate at KPMG US in December 2014 to February 2018
Accounting Intern at Fernandes and Charest C.P.A. in January 2014 to April 2014
Supplemental Instructor/Tutor at Bristol Community College in May 2013 to December 2013
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University of Massachusetts Dartmouth, Bachelor's Degree, September 2026
Bristol Community College, Associate's Degree, September 2026
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CCH Axcess Tax
OneSource
Trusts
Private Foundations
Charitable Trusts
Tax Planning
Training
Team Development
Tax Accounting
Problem Solving
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Customer Service
Research
Social Media
Teamwork
Public Speaking
HTML
English
Windows
Team Leadership
QuickBooks
Creative Solutions
Proseries FX
Tax Preparation
Accounting
Financial Statements
Tax
Bookkeeping
Corporate Tax
Bank Reconciliation
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Discover more about DMLO CPAsWhat is Shaun Navin email address?
Email Shaun Navin at [email protected]. This email is the most updated Shaun Navin's email found in 2026.
How to contact Shaun Navin?
To contact Shaun Navin send an email to [email protected]. (updated on August 25, 2024)
What company does Shaun Navin work for?
Shaun Navin works for DMLO CPAs
What is Shaun Navin's role at DMLO CPAs?
Shaun Navin is Fiduciary Tax Manager
What is Shaun Navin's Phone Number?
Shaun Navin's phone (305) ***-*275
What industry does Shaun Navin work in?
Shaun Navin works in the Accounting industry.
Shaun Navin Email Addresses
Shaun Navin Phone Numbers
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