Lisa Chen Email and Phone Number
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Reliable professional with over 22 years experience in business and finance. Background ranges from investment account processing to business accounting functions. Knowledgeable in sales tax, fluent in English and Chinese, and dedicated to quality performance.
Nexvision Financial Group
View- Website:
- nexvisionfinancialgroup.com
- Employees:
- 19
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Insurance AgentNexvision Financial Group Mar 2019 - PresentUsaWrite Auto, homeowner's, and Life insurance
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Tax AccountantFood Management Partners Tx Feb 2016 - Feb 2019United States• Prepared Manual sales tax returns by extracting data from Oracle. • Prepared unclaimed property returns. • Assisted Manager with Income Tax Preparation.
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Sales Tax AnalystDeluxe Corporation Jun 2015 - Feb 2016United States• Gathered Tax Data from the billing and accounting records, prepared work papers, filed sales and use tax returns with associated schedules and initiate timely payments. • Prepared use tax calculation for promotional materials. • Gathered invoice level backup for capital assets to verify proper sales/use treatment. • Reviewed purchasing card file for property tax treatment. • Responded in writing to late or under-payment notices from taxing jurisdictions. -
Tax AccountantMerill Corp Nov 2013 - Jun 2015Saint Paul• Prepared Sales and Use Tax Returns for two entities using Vertex System. • Created sales tax files using Zeus so that this file can be imported into Vertex Return System. • Imported all unclaimed properties data into HRS Pro to create reports for filing which reduce data entry time by half. • Renewed Business Licenses. • Filed Personal Property tax returns by using pivot table to filter data. • Took care of exemption certificates. -
Tax AccountantEcolab May 2012 - Nov 2013Saint Paul• Prepared Sales and Use Tax Returns for all states using Vertex system. • Scanned all returns into OWM System. • Handled issues from previous returns. • Renewed Business License. • Imported Tax Data from Vertex Q-Series into Vertex Returns System. • Set up Exemption Certificate in Mainframe, SAP and in Teams. • Received “Dave Duvicks” Rock award for helping others in Sales Tax Team. -
Staff Accountant3M Arizant Healthcare, Inc Dec 2010 - May 2012Eden Praire• Prepared Sales and Use Tax returns for all states manually with Vertex reports. • Assisted Accounts Payable with entering invoices into QAD system. • Exported ledger information from CorVu into Excel. • Handled all cash applications for Accounts Receivable.
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Tax AccountantBest Buy Jan 2005 - May 2009 -
Tax AccountantBest Buy 2005 - 2009
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Tax AccountantBest Buy Companies Jan 2005 - May 2009Created sales tax returns for all of Best Buy entities for various states Research state tax law to determine sales tax exemption for various productsInvestigated tax filing procedures through research on state websites, RIA Checkpoint, and by calling state representativesApplied for sales and use tax permit for various statesFiled sales and use tax returns online or using Quantum EDI to uploadResponsible for millions of dollars of sales/use tax payments each monthReconciled general ledger sales tax data to Vertex tax returnsResponsible for all correspondence between Best Buy and tax jurisdictions regarding sales/use taxRegularly worked with internal departments of General Accounting, Treasury, Accounts Payable, Income Tax, as both a customer and a vendorCollected back over a million dollars back from Louisiana and jurisdictions for an overpayment made by another accountant, through a year and a half of persistent effort
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Staff AccountantBureau Of Engraving, Inc. Mar 1999 - Sep 2003
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Staff AccountantBureau Of Engraving, Inc Jan 1999 - Jan 2003Developed reconciliation processing procedures.Prepared Operating Forecast and Division Trend.Reconciled and verified general ledger accounts. Prepared capital equipment sales tax refunds and amended sales tax returns.Prepared monthly financial statements for company board meetings.Prepared year-end audit schedules and 1099 forms.Prepared monthly fixed-asset reports for the company's finance committee.
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Mutual Funds Processing SpecialistFirst Trust Capital Mortgage Jan 1994 - Jan 1997
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Mutual Funds Processing SpecialistFirst Trust Capital Mortgage Jan 1994 - Jan 1997Reconciled investment balances.Resolved customer statement errors.Assisted accountants with shareholder balances.Interfaced with Shareholder Services staff.Assisted co-workers to meet deadlines.Recipient of Trade Services Quality Performance Award
Lisa Chen Education Details
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Metro State University -
St. Paul College
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Minnesota Bankers AssociationFinance, Insurance And Real Estate
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Accounting And Finance
Frequently Asked Questions about Lisa Chen
What company does Lisa Chen work for?
Lisa Chen works for Nexvision Financial Group
What is Lisa Chen's role at the current company?
Lisa Chen's current role is Insurance Agent at NexVision Financial Group.
What is Lisa Chen's email address?
Lisa Chen's email address is li****@****buy.com
What is Lisa Chen's direct phone number?
Lisa Chen's direct phone number is +165126*****
What schools did Lisa Chen attend?
Lisa Chen attended Metro State University, St. Paul College, Minnesota Bankers Association, Minnesota State University, Mankato.
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