Job Description
Job Description: CPA Tax Practitioner
Position Overview
The CPA Tax Practitioner is responsible for leading the organization's tax compliance, audit management, and strategic tax planning initiatives. This role ensures full and timely adherence to BIR, SEC, and PSE regulatory requirements, provides expert guidance on tax implications of business decisions, and supports management through accurate tax forecasting and financial reporting. The position also oversees tax specialists and collaborates closely with the accounting team on consolidated financial reporting and management analyses.
Key Responsibilities
1. Tax Compliance & Regulatory Filings
- Lead the review and timely filing of all periodic tax requirements, including monthly, quarterly, and annual BIR tax returns, Alphalists, Summary Lists, Books of Accounts, and Lease Summary Reports.
- Ensure proper and timely annual and quarterly filings with the PSE, SEC, and BIR, including GIS, AFS, and other regulatory reports.
- Maintain strict compliance with all regulatory deadlines and internal control standards.
2. BIR Audit Management
- Serve as the primary lead for all BIR audits, including LOAs, investigations, reconciliations, and tax assessments.
- Prepare audit schedules, respond to BIR queries, and manage end-to-end audit processes.
- Develop strategies to mitigate tax exposures and resolve findings efficiently.
3. Year-End Audit Tax Reporting
- Oversee the preparation of year-end tax reports required for external financial audits.
- Coordinate with external auditors and ensure accuracy of tax-related disclosures.
4. Tax Planning & Advisory
- Provide tax planning and strategic advisory for company projects, transactions, and operational initiatives.
- Evaluate tax implications of business decisions and recommend tax-efficient structures.
- Monitor changes in tax laws, SEC/PSE regulations, and BIR issuances.
5. Management Reporting
- Prepare and present tax forecasts, exposure analyses, and compliance status reports to management.
- Provide insights on tax risks, opportunities, and financial impacts.
6. Team Leadership
- Supervise and mentor tax specialists, ensuring high-quality output and continuous professional development.
- Establish workflows, review deliverables, and maintain strong internal controls.
7. General Accounting Support
- Assist in the preparation and review of consolidated financial statements, ManCom financial reports, cash flow forecasts, and P&L forecasts.
- Collaborate with the accounting team to ensure alignment between tax, regulatory, and financial reporting.
Qualifications
- Certified Public Accountant (CPA).
- Minimum of 57 years experience in tax compliance, BIR audit handling, and corporate tax planning.
- Strong knowledge of Philippine tax laws, BIR regulations, SEC/PSE reporting requirements, and audit procedures.
- Experience in financial reporting and consolidation is an advantage.
- Excellent analytical, communication, and leadership skills.
- High attention to detail and ability to manage multiple deadlines.
Competencies
- Tax technical expertise.
- Regulatory compliance mastery (BIR, SEC, PSE).
- Strategic thinking and problem-solving.
- Stakeholder management.
- Team leadership and coaching.
- Strong organizational and documentation skills.
- Ability to communicate complex tax matters clearly to non-tax stakeholders.
