MARK TACELLI
Johnston
Summary
Seasoned Tax Director recognized for high productivity and efficiency in task completion. Possess deep expertise in tax strategy, compliance management, and financial reporting. Excel in critical thinking, problem-solving, and leadership, ensuring seamless team collaboration and strategic decision-making in complex tax environments.
Overview
29
29
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Tax Director/Owner
DPM Associates, Inc
Johnston
06.2013 - Current
- Manage and service high net worth individuals, family groups and their closely-held entities
- Managed estate and trust planning and compliance for high net worth clients
- Developed tax strategies and supportable tax solutions for clients, including hedge funds, estates, trusts, and private foundations
- Contributed to preparation of fiduciary income tax returns for estates and trusts, ensuring compliance with fiscal year deadlines
- Review and analyze trust documents, Last Will and Testaments, Powers of Attorney, shareholder documents and other related documents
- Meet with attorneys, trustees and executors for estate and post-mortem planning
- Review all tax code and regulation changes and file returns accordingly
- Guided clients in cost-reduction strategies while consistently meeting required deadlines
- Determine and plan all documents required to be submitted to IRS department
- Manage, review and prepare US federal and state income tax estimated payments and submission
- Handle IRS and State tax notices
Supervisor/Manager
Piccerelli, Gilstein & Co, LLP
Providence
12.2003 - 06.2013
- Coordination and review of complex individual, corporate, fiduciary, partnership, gift, trust and estate tax returns
- Correspondence with and problem resolution involving federal and state tax authorities
- Research and tax planning
- Trained subordinate staff in tax filing and evaluated their work regularly
- Handled all tax-related correspondence and inspected tax related books
- Prioritized work for team in coordination with Manager
Supervisor
KPMG LLP
12.1997 - 12.2003
- Reviewed and prepared 1041 fiduciary tax returns, ensuring compliance and accuracy for client financial obligations
- Prepared 1041 Estate and 706 Estate Tax returns, facilitating timely tax reporting and minimizing potential liabilities
Education
Bachelor of Arts - Business Administration, Financial Accounting and Taxation
Bryant University
North Smithfield, RI 06.1993 - 12.1997
High School - College Level
North Providence High School
North ProvidenceSkills
- Tax strategy development
- Tax planning
- Tax compliance
- Fiduciary tax
- Corporate tax returns
- IRS resolution
- Regulatory compliance
- Tax software proficiency
- Estate administration
- Client management
- Effective communication
- Ultratax
Certification
- Certified Public Accountant
- Rhode Island Society of CPA’s
Timeline
Tax Director/Owner
DPM Associates, Inc
06.2013 - Current
Supervisor/Manager
Piccerelli, Gilstein & Co, LLP
12.2003 - 06.2013
Supervisor
KPMG LLP
12.1997 - 12.2003
Bachelor of Arts - Business Administration, Financial Accounting and Taxation
Bryant University
06.1993 - 12.1997
High School - College Level
North Providence High School