Manager Professional Experience

CURTIS L. SIMMS, J.D., LL.M. IN TAXATION

*** ******* ***** *****, ***. 326, Allen, TX 75013

Tel:214-***-**** * ***************@*****.***

EDUCATION

Southern Methodist University Dallas, TX

LL.M. in Taxation Aug 2013 - May 2014

Washington and Lee Law School, Lexington, VA

J.D. Aug 2010 - May 2013

Chapman University, Coachella Valley, CA

BS, Criminal Justice w/minor in Sociology Aug 2005 - Aug 2009

PROFESSIONAL SUMMARY

Ambitious Tax Specialist experienced with complex tax preparation, auditing, and tax compliance in a high demand fast paced environment. Proficient in generally accepted accounting principles and various related accounting and tax preparation softwares. Adept at managing, training and inspiring a team to perform effectively and efficiently to meet all expected goals.

CORE QUALIFICATIONS

Proficient in complex tax research, writing and planning

Experienced in utilizing US GAAP in various corporate and educational settings

Deep breadth of work experience and training in state and local taxation

Extremely knowledgeable in various areas of taxation to include corporate, income, franchise and oil and gas

Over 15 years of tax provision and accounting work utilizing various software such as OnceSource Tax Provision, Microsoft Excel, Quickbooks

Highly capable of managing a multitude of responsibilities effectively and efficiently

PROFESSIONAL EXPERIENCE

EXPONENTHR Sep 2014 – Sept 2016

Payroll Tax Analyst

Prepared and filed over 200,000 federal, state and local tax returns over a two-year period with a 0% failure, fault or error rate while complying with all tax filing compliance requirements.

Oversaw and controlled the financial and fiscal audit of over 300 client accounts in preparation for quarterly and annual tax payments and filings.

Represented various clients in front of federal, state and local tax authorities resulting in the negation of over $200,000.00 in fines, fees and penalties.

WASHINGTON AND LEE SCHOOL OF LAW Aug 2010 – May 2013

Intern/Tax Representative

Achieved positive outcomes for over 75% of clients with tax controversies, appeals and audits after representation before the IRS.

Negotiated settlements with the IRS for less than 30% of outstanding tax obligations with the IRS and state tax agencies.

Received perfect return rating for federal and state tax filings for 100% of clients.

Conducted research for articles in peer reviewed publications related to taxation.

Audited and trained individual and small business clients in federal and state tax compliance.

Created legislative bill to amend Virginia state statute on legal representation of disabled persons that was subsequently implemented into law.

Developed an attorney continuing learning education training curriculum related to the representation and litigation of disability complaints.

Increased the productivity and efficiency of publicly funded facilities for the physically and mentally disabled by 15%.

U.S. MARINE CORPS Jun 1990 – Apr 2010

Office Manager/Tax Manager

Managed the preparation and filing of over 20,000 federal and state, individual and small business returns with a 1% error rate and 0% audit rate.

Instituted expense, billing and processing of payments utilizing Microsoft Excel to analyze data and create reports improving overall budgeting and accounting efficiency.

Underwent numerous high-level budgetary audits resulting in no findings of error over a 3-year period.

Managed, performed reviews for and oversaw the training of 10 enlisted Marines and 4 Marine attorneys.

PROFESSIONAL TRAINING

US Marine Corps: Lexis/Nexis, WestLaw, Advanced Fiscal Law, Risk Management, Information Security and Privacy, Oral and Written Communications, Accounting and Budgeting.

Internal Revenue Service: VITA Coordination, Tax Compliance and Tax Return Preparation, Audit and Appeals Procedures.

Chapman University: Statistics and Modeling, Business Organizations and Management.

Washington and Lee Law School: Research and Writing, Corporate and Individual Taxation, Statutory Interpretation, Taxation of Partnerships, LLC’s and S-Corps, Business Organizations, Closely Held Companies, Bankruptcy, Publicly Held Businesses, Real Estate Law, Trust and Estates, representation of clients before the IRS as an enrolled agent.

Southern Methodist University Dedman School of Law: International Tax, Oil and Gas Tax, Tax Accounting, Tax Policy, Advanced Corporate Tax, State and Local Taxation, Taxation of Deferred Compensation.

TECHNOLOGY EXPERIENCE

Microsoft Office Suite (Excel Certified), CCH Tax Software products, Quickbooks (Quickbooks Certified), Lexis/Nexis, WestLaw, Sharepoint, Exponent, MasterTax, OneSource

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