Mark Otis
Windham
Overview
27
27
years of professional experience
Work History
Volunteer Tax Return Preparer
VITA - Granite United Way
Salem
01.2020 - Current
- Prepared individual and business tax returns using specialized software tools.
- Researched tax laws to ensure compliance and accuracy in filings.
- Reviewed completed tax returns for errors and inconsistencies before submission.
- Provided guidance on deductions and credits to maximize client benefits.
- Communicated effectively with clients about tax-related questions and updates.
- Mentored junior preparers on best practices in tax preparation processes.
- Calculated taxes owed or refunds due for individuals and businesses according to current laws.
Tax Policy Analyst
Internal Revenue Service - Treasury Department
Nashua
05.2024 - 09.2025
- Analyzed policy impacts on taxpayer compliance and reporting requirements.
- Reviewed and interpreted federal tax legislation for clarity and applicability.
- Collaborated with cross-functional teams to develop policy recommendations.
- Prepared detailed reports summarizing findings on tax law changes.
- Evaluated existing policies for effectiveness and suggested improvements.
- Assisted in drafting policy documents for stakeholder review and approval.
- Organized and facilitated stakeholder meetings to discuss proposed changes to policies.
- Facilitated communication between internal departments regarding any changes made by policymakers.
Supervisory Tax Specialist
Internal Revenue Service, IRS
Nashua
05.2012 - 05.2024
- Managed a group of Tax Compliance Officers (TCO's) comprised of 9 - 15 Auditors located in the states of Massachusetts, New Hampshire, Maine and Vermont.
- Analyzed Tax Return audits to confirm compliance with tax law and accuracy of penalty assertions.
- Conducted monthly Group meetings to keep TCO's apprised of Tax Law changes, Revenue Rulings, as well as emerging issues in the tax community.
- Conducted Manager's Conferences with Taxpayer's and or Representative to mediate differences that arose during the audit process.
Tax Specialist (TCO)
Internal Revenue Service, IRS
Stoneham
10.2005 - 05.2012
- Reviewed tax returns for accuracy and compliance with federal regulations to establish the value of auditing the return.
- Conducted face to face audit of Individual Income Tax Returns of a more complex nature than that of a TCO.
- Prepared correspondence to notify taxpayers of audit results as well as options for repayment.
- Educated clients on tax regulations and potential changes affecting their filings.
- Collaborated with team members to streamline tax processing workflows.
- Maintained updated knowledge of IRS policies and procedures for efficient service delivery.
- Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
- Analyzed taxpayer financial information to determine the integrity of the data claimed as part of the filed return.
Tax Compliance Officer
Internal Revenue Service, IRS
Stoneham
08.2004 - 10.2005
- Conducted face to face audits of Individual Income Tax Returns for discrepancies and compliance issues.
- Prepared tax compliance documents revealing audit results and options for paying the balance due.
- Collaborated with external advisors such as attorneys or accountants to discuss relevant issues.
- Monitored changes in tax legislation to ensure timely compliance with new rules.
- Advised management regarding potential risks associated with various business transactions including foreign investments and acquisitions.
- Reviewed financial statements to ensure accuracy and compliance.
Customer Service Represenative
Internal Revenue Service, IRS
Andover
02.1999 - 08.2004
- Assisted customers with tax issues and adjusted accounts based on the information provided.
- Reviewed Amended Returns and Taxpayer Correspondence Inquiries for validity and proceeded to input adjustments to the Taxpayer account based on the findings.
- Promoted high Taxpayer satisfaction by resolving problems with knowledgeable and timely service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
Education
High School Diploma -
Pinkerton Academy
Derry, NH06-1976
Accounting
Various Night Schools
Southern New HampshireSkills
- Tax reporting compliance
- Effective communication
- Critical thinking
- Mathematical proficiency
- Federal tax legislation
- Audit management
- Tax return preparation
- Stakeholder engagement
- Audit defense strategies
- Client confidentiality
- Professional judgment
- Tax law expertise
- Tax audit procedures
- High accuracy
Timeline
Tax Policy Analyst
Internal Revenue Service - Treasury Department
05.2024 - 09.2025
Volunteer Tax Return Preparer
VITA - Granite United Way
01.2020 - Current
Supervisory Tax Specialist
Internal Revenue Service, IRS
05.2012 - 05.2024
Tax Specialist (TCO)
Internal Revenue Service, IRS
10.2005 - 05.2012
Tax Compliance Officer
Internal Revenue Service, IRS
08.2004 - 10.2005
Customer Service Represenative
Internal Revenue Service, IRS
02.1999 - 08.2004
High School Diploma -
Pinkerton Academy
Accounting
Various Night Schools