Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Kayce Simpson CPA, CMI

Kayce Simpson CPA, CMI

Tucker,GA

Summary

Tax manager specializing in multi-state sales tax compliance, audit defense, and refund processes. Demonstrated ability to identify tax savings opportunities while maintaining accuracy and efficiency. Strong analytical and problem-solving skills drive successful outcomes in complex tax scenarios.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Manager

Transportation Tax Consulting
Alpharetta, Georgia
10.2024 - Current
  • Manage multi-state sales tax refund claims for transportation clients, ensuring compliance with local laws.
  • Review client invoices and purchase records to identify tax overpayments and refund opportunities.
  • Collaborate with clients, vendors, and state agencies to resolve discrepancies and expedite refund approvals.
  • Train staff on procedures for submitting refund claims to enhance team efficiency.

CSLT-TAX

Verizon
Alpharetta, Georgia
10.2019 - 09.2024
  • Managed quarterly ASC 450 reserve needs for Taxes Other Than Income related to transaction tax audits.
  • Reconciled quarterly reserve balance activity, prepared journal entries, and communicated material changes to Tax Accounting.
  • Utilized Alteryx and Qlik to generate monthly use tax compliance files for third-party accounting firm.
  • Prepared and filed refund claims while correcting systematic overpayments of tax to enhance savings.
  • Led state and local audits for various transaction tax types, presenting findings to management.
  • Nominated for and participated in 2024 Pre-Leader Academy Program.

Senior Associate

Smith & Howard
Atlanta, GA
08.2016 - 10.2019
  • Analyzed client transaction tax data using Tableau for compliance system import and data reconciliation.
  • Prepared various state and local tax returns for transaction and property tax clients across multiple accounting systems.
  • Assisted in management review of returns, ensuring compliance with jurisdictional filing and payment deadlines.
  • Provided sales and use tax consulting services, resolving client tax notices and registering clients for business licenses.
  • Oversaw reverse sales and use tax audits for manufacturing clients in Georgia.

Senior Associate

KPMG
Atlanta, GA
01.2012 - 08.2016
  • Reconciled data files and analyzed imported client data for accurate tax reporting.
  • Filed an average of 4,000 monthly transaction and regulatory tax returns for a large telecom client.
  • Reviewed tax returns and compliance processes to meet jurisdictional deadlines, mitigating client risk.
  • Served as point of contact for client discussions on complex compliance concerns and requests.
  • Resolved client tax notices, researched tax issues, and drafted technical memoranda on state and local tax matters.

Education

BBA - Accounting

Georgia Southern University
Statesboro, GA
05-2009

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Fast learner
  • Time management
  • Attention to detail
  • Flexible and adaptable
  • Excellent communication
  • Organizational skills

Certification

  • CPA
  • CMI

Timeline

Manager

Transportation Tax Consulting
10.2024 - Current

CSLT-TAX

Verizon
10.2019 - 09.2024

Senior Associate

Smith & Howard
08.2016 - 10.2019

Senior Associate

KPMG
01.2012 - 08.2016

BBA - Accounting

Georgia Southern University

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