Monling Yuen
Chicago,IL
Summary
As an Indirect Tax Supervisor with 15 years of experience, I excel in sales and use tax compliance, process improvements, and managing tax audits. I am eager to contribute to my organizational skills and track record of achieving significant tax savings to help drive operational excellence.
Overview
20
20
years of professional experience
Work History
Tax Accounting Supervisor
GREAT DANE LLC
Chicago, IL
07.2019 - Current
- Manage the transition of indirect tax function from Savannah to Chicago corporate office.
- Passionate about continuous improvement, provide recommendations to create a more efficient and effective indirect tax function.
- Upgrade Vertex Indirect tax from Q Series to the New Vertex O Series platform. I worked with our IT department, Thomson Reuter and Vertex consultants, on this project.
- Manage the returns filing and payments in a timely manner for sales & use, property, business license tax and 1099.
- Manage indirect tax audits, negotiating resolutions with tax authorities and reducing potential liabilities.
- Developed and managed a comprehensive tax calendar to monitor due dates, resulting in zero late penalties.
Indirect Tax Manager
FTD COMPANIES, INC.
Chicago, IL
04.2018 - 06.2019
- Develop Strategies to streamline process tax return filing worksheet for efficiency and accuracy.
- Manage the successful delivery of indirect tax project tracking sales and use tax nexus activity since the U.S. Supreme Court's issuance of the South Dakota v. Wayfair, Inc. decision on June 21, 2018, ensure company is registered for sales and use tax in nexus states.
- Manage and provide oversight to a staff to ensure the proper collection and payment of sales and use, property, and business license tax.
- Manage sales and use tax audits for states.
- Responsible for documentation and calculation of audit reserve account.
Sr. Sales Tax Analyst
RYERSON, INC.
Chicago, IL
11.2011 - 03.2018
- Positively participating in monthly sales tax compliance with our third-party KPMG.
- Supported Audit and Planning organization as needed on state and local tax audits.
- Identify opportunities to maximize tax refunds and to minimize tax payments.
- Performed sales and use tax account reconciliation and general ledger entry.
- Performed gross sales portion of the apportionment.
- Performed FAS5 accrual.
Staff Accountant
INTERNATIONAL PAPER COMPANY
Chicago, IL
11.2005 - 11.2011
- Handle sales and sue tax states' audits.
- Responsible for preparing and timely filing sales and use tax returns for 40 states using Vertex return software.
- Prepare and document business license returns and ensure the payment timely.
- Assisting with balance sheet account reconciliations and analysis.
- Perform all financial activities including P&L statements and balance sheet.
- Prepare and post journal entries for month-end close.
- Reviewed SOX documentation related to job responsibilities and update as needed.
Education
Bachelor of Science Degree -
THE UNIVERSITY OF ILLINOIS AT CHICAGO
Skills
- Sales & Use Tax Compliance
- Tax Audit defense
- Tax software
- Tax research
- SOX controls
- Tax Calendar Management
- Tax Refund Strategies
Timeline
Tax Accounting Supervisor
GREAT DANE LLC
07.2019 - Current
Indirect Tax Manager
FTD COMPANIES, INC.
04.2018 - 06.2019
Sr. Sales Tax Analyst
RYERSON, INC.
11.2011 - 03.2018
Staff Accountant
INTERNATIONAL PAPER COMPANY
11.2005 - 11.2011
Bachelor of Science Degree -
THE UNIVERSITY OF ILLINOIS AT CHICAGO