Lodgement Specialist

JOB DESCRIPTION DETAILS

The Lodgement Specialist is responsible for supporting payroll and compliance operations by ensuring the accurate and timely preparation, submission, and monitoring of statutory filings and government remittances. Typical areas of responsibility include lodgement of employee and company registrations, benefits applications, and contributions to agencies such as the Bureau of Internal Revenue (BIR), Social Security System (SSS), Philippine Health Insurance Corporation (PhilHealth), and Home Development Mutual Fund (Pag-IBIG).

The role requires strong attention to detail, knowledge of payroll principles, and familiarity with government regulations and updates. The Lodgement Specialist works closely with senior specialists, managers, clients, and government agencies to ensure compliance, resolve filing issues, and maintain accurate records.

PRIMARY DUTIES & RESPONSIBILITIES

Engagement Management

1. Understand payroll principles, taxation, and relevant laws to perform the job effectively.
2. Maintain knowledge of government agencies policies, circulars, memorandums, and updates.
3. Ensure proper handling of employee and government benefits, including accurate payment of remittances to BIR, SSS, PhilHealth, and Pag-IBIG.
4. Carry out assigned procedures from the Senior Lodgement Specialist and/or Payroll Manager, and maintain accurate monitoring for Lodgement Services.
5. Keep superiors updated on work progress; provide feedback on work performed, challenges encountered, and issues identified. Record and report all issues properly.
6. Communicate with clients, as instructed or approved by the Payroll Manager, regarding instructions or issues.
7. Ensure compliance with government requirements for all lodgement services, including company and employee registrations, benefits applications, and payment of remittances.
8. Make effective use of job-related tools such as Dorado Payroll System, Nexus, Office 365, payroll systems, and government portals (SSS, PhilHealth, Pag-IBIG, BIR).
9. Deliver accurate and complete outputs at all times.
10. Ensure deliverables are sent to the correct recipients, properly addressed, and marked confidential where required.
11. Adapt willingly to new or different assignments and schedules, adjusting methods as needed while maintaining ethical standards.
12. Remain objective when weighing conflicting opinions; discuss matters openly with teammates and superiors.
13. Seek and recommend efficient ways to achieve objectives.
14. Stay receptive to new ideas and perform tasks with a positive attitude and commitment to success.
15. Perform other tasks assigned by superiors.

Relationship Management

1. Promote the image of the Firm and Client as a provider of high-quality services through professionalism and responsiveness to client needs.
2. Work harmoniously and effectively with other members of the team.
3. Actively participate in official Firm and Client activities such as strategic planning, team-building sessions, and socials.
4. Maintain a consistent can-do and positive attitude in accepting assignments and working with colleagues.

Professional Development

1. Attend on-the-job training or internal/external seminars for professional development.
2. Request from the Senior Payroll Specialist and/or Payroll Manager the Performance Appraisal Reports (PARs) for each engagement.
3. Comply with all required examinations and trainings initiated by the Division (Probationary Exam, Diagnostic Exam, etc.).
4. Participate in all internal audits of the Division (AS, ISAE, IQCR, etc.) and in external audits only when it is part of the engagement.
5. Accomplish Individual Development Plan and discuss it with the assigned coach.
6. Reach out to mentor and attend mentoring and coaching activities.

Administrative Functions

1. Comply with the Parent Firm, and Company administrative processes, policies, and procedures.
2. Participate in suggesting improvements in the Parent Firm, and Company's processes, policies, and procedures.
3. Complete all required monitoring and surveys in a timely manner.
4. Complete and submit accurate time reports in a timely manner.
5. Always ensure confidentiality of engagement. Staff should not disclose or make use of any information that he/she may acquire during the engagement other than to properly perform his/her work in connection therewith.

QUALIFICATIONS

• Bachelor's degree in Finance/Accountancy/Banking, Business Studies/Administration/Management, or equivalent
• At least 6 months of relevant experience in payroll, compliance, government lodgements, or a related field
• Strong attention to detail and accuracy
• Well-developed communication (oral and written) skills
• Good interpersonal skills
• Positive work attitude with the ability to adapt to multiple engagement managers and shifting priorities
• Proficiency in Microsoft Excel

By applying, you consent to P&A Grant Thornton processing your personal data for recruitment purposes in accordance with the Data Privacy Act of 2012. Your data will be kept confidential. For any data privacy concerns or requests, you may email [Confidential Information].

Use of Artificial Intelligence (AI) Tools. The Firm may use Firm-approved Artificial Intelligence (AI) tools to support certain recruitment and talent acquisition activities, such as applicant screening, candidate matching, scheduling, communications, and other administrative processes. Personal data processed through these tools is protected by appropriate technical and organizational safeguards in accordance with applicable data privacy laws and Firm policies. The Firm does not make hiring or employment decisions based solely on automated processing, and all significant recruitment decisions remain subject to human review and oversight.