Sales Tax
Resume:
Joseph Zheng, MBA
**** ******** *******, ***. *** Dallas, TX 75234
********@*****.***
SUMMARY
Extensive experience as a Tax Accountant with MBA, and demonstrated expertise in tax strategy, in a multiplicity of industries and diverse functional areas including sales and use, state, property, international taxation, and minimized worldwide tax burdens on business transactions and operations. Proven capabilities in identifying and resolving complex tax issues, in defense arguments and negotiations in auditing settlements, and in problem solving and troubleshooting to reduce substantial tax liabilities. Creative problem solver focused on delivering effective business/tax solutions. Written and oral fluency in English, Chinese and French.
PROFESSIONAL EXPERIENCE
MASERGY COMMUNICATIONS, INC. --- Plano, Texas 2006 - present
Sales Tax Manager
Review and prepare sales and use, property, telecommunication, excise, business license, state income, and international tax filings for approximately 120 jurisdictions across the United States, Canada (GST/HST, QST, and 5 provinces’ sales tax returns), and Puerto Rico, and foreign countries in Asia, Europe, and South America. File tax reports directly to the taxing authorities of foreign government of Canada, Canadian Quebec in French, France, UK (VAT), China, Hong Kong, and Singapore (VAT) etc. Created tax matrix to maintain tax records and corporate calendar. Responsibilities included tax compliance, tax research, fixed assets, and vendors’ billing issues. Negotiated multi-state controversy and dispute resolution matters. Identified claims against the states and refund opportunities.
Took full charge of 30 states’ auditing process. Expertise in States’ auditing. Resolved numerous delinquencies and multi-states’ auditing settlement, reducing $270,000 tax liabilities within 8 months. Resolved multi-state tax reporting concerns resulting in minimization of tax obligations.
Preparation of reconciliation reports on a monthly basis to track tax amounts. Support vendor inquiries and research and prepare tax exemption certificates. Managed verification and updating customers’ tax exemption status. Filed annual reports, Maintain required Sarbanes Oxley documentation for the sales & use tax process
Manage the Company's federal regulatory related filings on a quarterly and annual basis to ensure compliance with regulatory laws and regulations, including preparation of Form 499-A and Form 499-Q's
Proactive identification, assessment and implementation of on-going regulatory matters, including analysis of federal, state and local regulatory law changes on the Company's business, and timely communication of the associated impact and planning with senior management
Perform basic Vertex O Series installation, initial configuration, and implementation. Perform tax data export and import; troubleshoot errors and describe best practices. Use system documentation to create a tax data import file
Reviewed, prepared and reconciled journal entries, performed account analyses, receivables and fixed asset accounts.
Resolved numerous complicated international tax issues through my trilingual direct oral and written communications. (Countries including Canada, United Kingdom, France, China, Hong Kong, Singapore, Australia, and Brazil etc.)
NEC UNIFIED SOLUTIONS, INC. – Irving, Texas 2001 - 2005
Tax Accountant
Supervised, reviewed and coordinated preparation of all consolidated Sales & Use, Property, and international Tax filings for approximately 100 jurisdictions across the United States, Canada and Puerto Rico. Responsibilities include annual reports, updating customers’ tax exemption status. Negotiated multi-state controversy and dispute resolution matters. Identified claims against the states and refund opportunities.
Managed tax compliance and reporting efforts, designed the procedures and the system for internal controls creating efficiencies, reducing man-hours and ensuring accuracy and timely submissions.
Resolved discrepancies and reconciled sales accounts and various reports from acquired companies. Reconciled inventories, receivables and fixed asset accounts
Resolved numerous delinquencies and multi-states’ auditing settlement, reducing $870,000 tax liabilities within 3 years. Resolved multi-state tax reporting concerns resulting in minimization of tax obligations.
Tax Accountant 1998 - 2001
Ernst & Young
Prepared and filed federal, state, and individual (expatriate and foreign national) tax returns.
Assisted with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes, provided efficient and effective support for client consulting projects, and gathered relevant information for controversy work.
Tax Accountant 1995 - 1997
Martin W. Cohn Company
Prepared and filed corporate and state income tax returns for 2000 financial institutions and 100 corporations (including C-Corp and S-Corp)
Prepared, reconciled and consolidated financial statements of the clients
Reviewed, prepared and reconciled journal entries, performed account analyses, and fixed asset accounts
EDUCATION
Master’s Degree in Business Administration (Emphasis in Accounting)
University of Arkansas - Little Rock, Arkansas
(AACSB Accredited), GPA: 3.70/4.00
Bachelor’s of Science Degree in Accounting
Shanghai University – Shanghai, China
(GPA: 3.85/4.00)
Fifteen Graduate Taxation Credit Hours
Graduate School of University of Texas at Dallas
TECHNICAL SKILLS
Advanced knowledge and application of computer literacy:
Advanced level of Excel: multi-pivot tables, V-Lookup, creating macro files.
Software packages: Microsoft Access and Word for Windows, SAS.
Accounting Software: SAP, PeopleSoft (9.1), Oracle Financials, ACL, and JDE, Quickbooks, and Infinium
Tax Accounting Software: CORPTAX, Vertex O Series, FAS109, Thompson Reuters, GoSystem, InSource, and Pro-System.
Systems conversion and data migration experiences: from PeopleSoft to SAP, from Quick Book to Oracle Financials, from Quick Book to Solomon, from PeopleSoft to Infinium.
Tax research and tax compliance through the Compliance Management System, CCH, RIA. CPE credits from Ernst & Young for special training in Responsibilities in Tax Practice.
Data Base Management: Windows and Oracle.
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