Kasey Williams

Kasey Williams

State Tax Manager

Kasey Williams

State Tax Manager

Contact

Phone/Fax/Text: 832-271-6885
Email: kasey.williams@texastaxgroup.com

Education

  • Texas A&M University, Bachelor of Business Administration in Finance (August 2006)

Institute for Professionals in Taxation

  • Tested out of Sales Tax School I (February 2011)
  • Sales Tax School II, Cleveland, OH (May 2011)
  • Sales Tax Symposium, Monterey, CA (September 2013)
  • Sales Tax Symposium, Washington D.C. (September 2014)

Practice Areas

  • Sales & Use Tax
  • Direct Pay Sales Tax

Experience

Ryan, LLC (November 2006 – December 2019):

  • Manager – Sales and Use Tax
  • Successfully managed multiple complex state and local tax projects, including refund reviews, audit defense, tax advisory, and research services. Included planning, data extraction and manipulation, tax reconciliations, transaction review, taxability research, refund, and liability analysis, and utilizing available resources to obtain tax savings for clients.
  • Managed team with 3-5 senior and staff consultants, by providing all aspects of personnel administration, leadership, and training for employees.
  • Responsible for all client billing and financial forecasting.
  • Represented clients through correspondence and tax resolution negotiations with state and local taxing authorities.
  • Innovatively utilized and interpreted state tax laws to create savings opportunities for clients.
  • Performed final review of administrative documents such as refund claims, redetermination requests, and appeal filings.
  • Prepared and conducted client and internal new hire training presentations.

Senior Consultant – Sales and Use Tax

  • Successfully managed multiple complex state and local tax projects, including refund reviews, audit defense, tax advisory, and research services. Included planning, data extraction and manipulation, tax reconciliations, transaction review, taxability research, refund, and liability analysis, and utilizing available resources to obtain tax savings for clients.
  • Managed team with 3-5 senior and staff consultants, by providing all aspects of personnel administration, leadership, and training for employees.
  • Responsible for all client billing and financial forecasting.
  • Represented clients through correspondence and tax resolution negotiations with state and local taxing authorities.
  • Innovatively utilized and interpreted state tax laws to create savings opportunities for clients.
  • Performed final review of administrative documents such as refund claims, redetermination requests, and appeal filings.
  • Prepared and conducted client and internal new hire training presentations.

 

 Consultant – Sales and Use Tax

  • Traveled to client locations to gather and analyze tax returns, invoices, purchase orders, and other documentation to use in the audit/refund process.
  • Analyzed and manipulated raw data using Microsoft Access and IDEA to complete calculations.
  • Reviewed all documentation, researched issues, and made taxability determinations.
  • Drafted filings, such as petitions for redetermination, refund claims, and various other administrative replies.
  • Responded to client inquiries and requests from tax authorities.

     

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