Lisa Chen Email & Phone Number

Usa

Write Auto, homeowner's, and Life insurance

United States

• Prepared Manual sales tax returns by extracting data from Oracle. • Prepared unclaimed property returns. • Assisted Manager with Income Tax Preparation.

United 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.

Saint 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.

Saint 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.

Eden 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.

Created 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

Developed 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.

Reconciled 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

Education record

Education record

B. S, Finance, Insurance And Real Estate

Bachelor Of Science, Accounting And Finance