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

Decatur,GA

Summary

Energetic and performance-driven CPA with 13 years of experience leading indirect tax initiatives while fostering teamwork and communication. Eager to learn and lead while collaborating effectively for optimal results. Recognized for high performance and leadership throughout career, showcasing ability to navigate complex situations and solve problems in a strategic manner.

Overview

14
14
years of professional experience

Work History

Cslt-Tax

Verizon
10.2019 - Current
  • Assist with managing and communicating quarterly ASC 450 reserve needs for Taxes Other Than Income (TOTI) related to
    transaction tax audits and maintain documentation required as part of annual SOX testing.
  • Reconcile quarterly reserve balance activity, prepare journal entries, and communicate material changes to Tax Accounting and management.
  • Utilize Alteryx and Qlik to prepare monthly use tax compliance files for third party accounting firm compliance and all associated journal entries for internal processing.
  • Participate in discussions regarding new customer promo activity and provide feedback for potential use tax implications.
  • Assist in preparing and filing of internally filed refund claims while simultaneously identifying and correcting systematic overpayments of tax to drive tax savings initiative.
  • Lead state and local audits for various transaction tax types and communicate audit findings to management.
  • Collaborate with other groups within Verizon to develop strategies, analysis, and numerical support for issues being protested and/or litigated, as well as to correct issues found during audit cycle in order to mitigate future liability.
  • Assist with ERP migration testing from PeopleSoft to SAP.
  • Create process documentation and train teammates on processes such as use tax compliance deliverables and TOTI reserves process.
  • Nominated for, and participated in, 2024 Pre Leader Academy Program.

Senior Associate

Smith & Howard
08.2016 - 10.2019
  • Analyze client transaction tax data for compliance system import and perform data reconciliation to ensure translation accuracy.
  • Use multiple accounting systems to prepare large volume of various state and local tax returns for transaction tax and property tax clients from various industries.
  • Aid in management review of returns and compliance process to ensure all jurisdictional filing and payment deadlines met in order to mitigate risk and exposure for clients.
  • Provide sales and use tax consulting services, resolve client tax notices, and register clients for business licenses and sales and use tax accounts outside of monthly compliance deadline windows.
  • Participate in and help oversee reverse sales and use tax audits for manufacturing clients in Georgia.

Senior Associate

KPMG
01.2012 - 07.2016
  • Reconcile data files received and analyze imported client data to ensure accurate tax reporting.
  • File average of 4,000 monthly transaction and regulatory tax returns for large telecom client on monthly basis.
  • Help management review returns and compliance process to ensure all jurisdictional deadlines met in order to mitigate client risk and exposure.
  • Act as point of contact for client to discuss complex compliance concerns and to ensure all requests met daily.
  • Resolve client tax notices, research tax issues, and write technical memoranda regarding state and local tax questions outside of monthly compliance deadline windows.

Tax Specialist II

Georgia Department of Revenue
01.2011 - 01.2012
  • Perform desk audits for non-compliant individual income taxpayers exhibiting Georgia nexus for specific tax years.
  • Review Secretary of State website to research potentially non-compliant business taxpayers in Georgia.
  • Communicate with accountants and business owners via formal tax memoranda regarding client requirement to file and remit sales and use tax in Georgia.
  • Test new system software and train team members how to use new software.

Education

BBA - Accounting

Georgia Southern University
Statesboro, GA
05.2009

Skills

  • Friendly, Positive Attitude
  • Teamwork and Collaboration
  • Fast Learner
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Flexible and Adaptable
  • Dependable and Responsible

Timeline

Cslt-Tax

Verizon
10.2019 - Current

Senior Associate

Smith & Howard
08.2016 - 10.2019

Senior Associate

KPMG
01.2012 - 07.2016

Tax Specialist II

Georgia Department of Revenue
01.2011 - 01.2012

BBA - Accounting

Georgia Southern University

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Kayce Simpson, CPA, CMI