David R. Simms

717-***-**** **** South Grandview Circle

add3dy@r.postjobfree.com Pottstown PA 19465

Expertise Strong background in controversy, research, audit facilitation/defense. Expertise with reviewing an updating matrices and augmenting documented policies and procedures. Experience

Sept. 2018 to TaxMatrix Technologies LLC, Camp Hill, PA Feb. 2020 Tax Manager

Consultant – Managing audit defense and refund claim preparation, facilitation and representation for various clients in Pharmaceutical, Food Service, Food Processing and Restaurant industries. Worked primarily on New York, California, Louisiana, Pennsylvania, Maryland and New Jersey. Utility claim preparation in Massachusetts. Advised and represented clients before Boards of Appeal, Finance and Revenue and the Bureau of Conciliation and Mediation Services. Developed Use Tax and Sales Tax matrices. Responsible for training internal associates as well as external client associates. May 2017 to Dunbar Armored, Inc., Hunt Valley, MD

Sept. 2018 Tax Manager

Accomplishments: Augmented sales tax controls, for Armored Car, Specialty Products and Security Systems divisions. Identified liability issues and implemented procedures to provide for compliance relating to leasing and set up database for point of sales systems.

• Managed US compliance, audit function and scope of work

• Updated and augmented use tax matrices

• Managed Sales and Use Tax compliance

• Issued research and documentation for audit defense

• Coordinated review of internal processes and provided recommendations to management June 2011 to Ahold USA, Inc., Carlisle, PA

April 2017 Sales & Use Tax Manager (March 2012 –April 2017) Senior Analyst, Sales & Use Tax (June 2011 – March 2012) Accomplishments: Decreased average audit time by 45%; reduced liability at audit over $7.8 Million dollars; introduced four new key process improvements; and directed CRM plant project tax issues.

• Managed US compliance and audit function

• Provided technical advice on point of sale product taxability and audit issues

• Reviewed tax matrices, account reconciliations and tax journal entries

• Managed & facilitate state and local audit, approach and scope of work

• Prepared appeals and negotiate issues and audit settlement

• Identified tax risk and implement/monitor controls to mitigate or eliminate risk

• Coordinated review and report audit results and recommendations to management Page 2

March 2003 to TVC Communications, LLC, Annville, PA May 2011 Manager – Taxation (August 2004 – May 2011) Corporate Tax Accountant (September 2003 – August 2004) Sales & Use Tax Accountant (March 2003 – September 2003) Accomplishments: Reorganized structure for US and Canadian entities eliminating double tax and withholding issues; implemented CCH Sales Tax Office; and Implemented Risk Controls.

$500+ million wholesale distributor of video, voice and data communications equipment.

• Responsible for all domestic and international tax matters and SALT compliance

• Nexus review and FAS 109/FAS 48 compliance

• Tax provision and preparation of income tax returns – US, Canada and UK

• Audit facilitation and management including negotiating scope of audit and approach

• UK VAT, Canadian GST, HST, PST and US Sales Tax compliance

• Multi-state and Canadian unclaimed property and personal property compliance March 1996 to Tax Management Services, Macungie, PA March 2003 Principal

Accomplishments: Petitioned for over $255,000 sales/use tax refunds, with a 98% success rate; serviced small business clients based in 4 states; and built client base from ground up. Accounting and tax consulting service specializing in SALT issues and indirect tax reverse audit.

• 3rd party credit Sales and Use tax review and preparation of petitions –state/local jurisdictions

• Review and preparation of Sales and Use Tax policy and procedures – multi-state and Canada

• Preparation/filing - client monthly, quarterly & annual filings – S&U, B&O, Excise, Gross Receipts

• Worked for a CPA in the hospitality industry for 1 full tax season and part of additional 2 seasons March 1998 to Baldwin Hardware Corporation, Reading, PA May 2001 General Accounting Supervisor (April 2000 – May 2001) Senior General Accountant (March 1998 – April 2000) Accomplishments: Developed/implemented annual reporting package/procedures for 10K annual consolidation; and resolved purchase price variance reporting relating to imported product.

$515 million home décor manufacturer and division of MASCO Corporation.

• Monthly close, multi-division consolidation and general ledger analysis

• Management reporting and financial statement preparation

• 10-K and 10-Q reporting and budgeting/five year forecasting

• Purchase price variance analysis and reporting

Education King’s College, Wilkes-Barre, PA; Bachelor of Science Degree. Major – Marketing; Minor – Economics, Government and Politics Lebanon Valley College, Annville, PA – Post Bachelor’s Degree – Accounting (2002-2004) Professional Member – Institute for Professionals in Taxation (IPT); CMI Sales Tax Certificate 946 (6/2016). IPT Sales Tax II School Committee/Faculty/Instructor – since April 2017 IPT Annual 41st Annual Convention Committee, Sales Tax Subcommittee

-Responsible for the facilitation of the Leasing and Construction sections.