Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Paola Villella

Melville,NY

Summary

With over 25 years of experience, my expertise in tax advisory and the ability to provide a multitude of accounting services, I would act as an asset to any firm. I've spearheaded new departments and significantly saved on taxes for high-wealth clients through strategic planning, showcasing my problem-solving abilities and client-focused approach.

Overview

21
21
years of professional experience

Work History

Tax Manager

RL Messa CPA
10.2019 - Current
  • Prepare and review complex federal and state income tax (all levels) returns for accuracy, ensuring timely filing and compliance with applicable laws.
  • Spearheaded a new trust and estate planning department for the firm
  • Develop strong relationships with clients by consistently delivering high-quality service and prompt communication.
  • Manage and advise high-wealth clients on strategic tax planning resulting in tax savings while maintaining their cash flow.
  • Invoice preparation and approve billing

Partner

Villella Professional Services, LLC
01.2004 - Current
  • Provide tax advice, compliance and a multitude of accounting services to small to medium sized entities, their owners and the controlled groups in association
  • Act as part-time CFO for clients that do not fulfill this position on a full-time basis
  • Prepare Corporate, Individual, Partnership and Not-for Profit, Gift, Trust and Estate Tax filings (multi-state expert)
  • Negotiate and correspond with IRS and all state levels of taxing authorities
  • Prepare financial statements, analyze and project cash flow and tax liabilities
  • Collaborate with client's legal council in advanced tax law matters
  • Subcontract with CPA firms in need of high level tax preparation or review of tax returns as well as act as a mentor for junior and senior staff members
  • Run day to day operations, invoicing and client relations

Education

BBA - Accounting Major / Music Minor- CPA (NY)

Hofstra University
Hempstead, NY

Skills

  • Tax advisory services, process improvement, law interpretation and expertise
  • Proficient in Lacerte Software, Excel, Word, QuickBooks, ProSeries, and Experience with Sage 50
  • Problem-solving abilities and willingness to work with others
  • CPA with over 25 years experience

Languages

English
Native or Bilingual
Italian
Professional Working

Timeline

Tax Manager

RL Messa CPA
10.2019 - Current

Partner

Villella Professional Services, LLC
01.2004 - Current

BBA - Accounting Major / Music Minor- CPA (NY)

Hofstra University
Paola Villella