Junyao W. Email & Phone Number

Roslyn Heights, Ny, Us

美国 纽约州 拿骚县

Indirect Tax Tax Research1. Periodically prepare tax forecasts to see whether the company meets the economic nexus threshold in the US.2. Performing research on all sales and use tax issues concerning their impact on Company operations3. Maintaining the relationship with the Department of Taxation, and keeping an eye on tax changes4. Performing tax research for GST/HST related issues for Canada Subsidiary.Tax Compliance1. Preparing and registering/filing monthly/quarterly/annual Sales& use tax in multiple states (39 states). Purto Rico sales tax included.2. Preparing necessary documents and written materials to apply for tax credits 3. Preparing & filing Property Tax and Franchise Tax returns, business tax renewal4. Verifying all registered states’ resale certificates and other non-taxable materials (NGO, Government, etc.)5. Performing internal audits to maintain tax compliance, and distributing reports to all branches6. Researching various tax issues and update sales and use tax matrix. Assisting with Sales tax audits and other projects as required7. Performing a detailed technical review (with our IT Team and Avalara portal) of state and local indirect tax returns on select engagements8. Filing Form 1042, 1042S9. Filing quarterly estimated tax for multi-state and FederalData Analysis1. Preparing annual income report for external use2. Preparing KPI Bonus report and related analysis report for all sales team and sales team leaders (V-lookup, Pivotable, Sumif, Countif, etc.,)3. Preparing performance reports for sales team4. Preparing monthly Aging reports for all branchesAccounting Daily Work1. Drafting the procedure and handbook in respect of the accounting department for the sales department2. Training newly hired employees/interns for tax and system-related works3. Resolves collections by examining customer payment plans, payment history, and credit line, coordinating contact with the collections department

New York

• Prepared individual (Form1040, 1040NR) and business tax returns (Form1120,1120's,1065)• Prepared Form3520，Form1116， FBAR • Created chart of accounts and recorded credit card transactions in the QuickBooks and performed the monthly reconciliations • Managed a high volume of clients during tax season and synthesized their diverse information to ensure deadlines are achieved • Assisted in mentoring less experienced staff• Answered clients' inquiries and assisted in dealing with letters from IRS

Shanghai

1. Assisted in completing the annual filings for 5 Tesla entities and drafting paperwork preparation for cross-border charges from the US to China for tax savings2. Drafted explanation letters upon request from different local tax bureau regarding different tax issues3. Assisted in changing and upgrading vehicle invoice machine and internal system4.Collected and assisted in resolving any invoice related inquiries from different service centers Assisted with tax compliance related matters for existing 11 Tesla China entities

Nanjing

1.Assisted in the preparing financial statements including income statements and balance sheets2. Communicated with the tax department and provided them with the necessary financial information about the organization3. Prepared monthly financial reports and provided them to management for review

Nanjing

1. Printed and filed accounting vouchers and related records2. Processed the expenses claim check and reimbursements Received clients, answered their inquiries