Tax and Compliance Manager

Position Summary:

The Tax and Compliance Manager is responsible for leading the tax and regulatory compliance function of the UBIX Group of Companies. The role ensures timely, accurate, and complete compliance with all tax, statutory, and regulatory requirements applicable to the Group while minimizing tax risks and exposure to penalties.

The position will manage a team of 4-6 professionals and serve as the primary point of coordination with government agencies, external auditors, tax advisors, and various business units across the Group. The role is expected to continuously improve compliance processes, strengthen internal controls, and provide guidance on regulatory developments that may affect the Group's operations.

Principal Functions:

Tax Compliance and Reporting

Oversee the preparation, review, and filing of all national and local tax returns for the Group, including but not limited to:

• VAT
• Withholding taxes
• Income taxes
• Documentary Stamp Taxes
• Local Business Taxes
• Other applicable taxes and fees

Responsible for the completion of the annual documentary requirements to be submitted to the BIR, SEC and other regulatory bodies. This includes, but not limited to the audited financial statements, books of accounts, income tax returns, annual information returns, tax clearance certificates, etc.

Ensure accurate computation and timely payment of tax liabilities, including coordination with accounting and treasury teams regarding funding to be used for tax payment.

Review tax reconciliations and tax provisions prepared by the team.

Monitor compliance with tax regulations and identify emerging tax risks.

Provide technical tax guidance to finance, accounting, sales, procurement, and other departments.

Lead tax planning initiatives aimed at improving tax efficiency while ensuring full compliance with applicable laws and regulations.

Evaluate tax implications of significant transactions, contracts, business arrangements, and new projects.

Tax Audits and Assessments

Manage all Bureau of Internal Revenue (BIR) audits, investigations, assessments, and tax examinations, including:

• Timely reporting to management of all Letters of Authority / Tax Dockets and other similar notices (within one (1) working day from receipt thereof)
• Complete, timely and accurate submission of tax requirements to the BIR for all dockets.

Prepare and/or review responses to Letters of Authority, Notices, tax assessments, and other government inquiries.

Coordinate with external tax consultants and legal counsel as necessary.

Develop and maintain complete and organized tax documentation to support filings and audit requirements, including proper filing of all dockets (hard copy) into the DMS for future references

Monitor and resolve outstanding tax issues across the Group.

Regulatory Compliance

Oversee compliance with non-BIR regulatory requirements applicable to the Group and its subsidiaries.

Monitor and ensure timely submission of reports, renewals, registrations, permits, and licenses required by:

• SEC
• Local Government Units (LGUs)
• PEZA, BOI, or other investment promotion agencies (where applicable)
• DTI
• BOC
• Other national and local regulatory bodies relevant to Group operations

Establish compliance calendars and monitoring tools to ensure no deadlines are missed.

Coordinate with business units and functional departments to obtain information required for regulatory submissions.

Other Responsibilities

• Serve as Project Lead for the BIR's e-Invoicing implementation and other tax/compliance related projects
• Responsible for the accurate and timely settlement of real property taxes for the properties for U-BIX, affiliates and owners.

Internal Controls and Process Improvement

• Develop, implement, and maintain tax and regulatory compliance policies and procedures.
• Strengthen control processes to ensure accuracy, completeness, and consistency of filings.
• Lead initiatives to automate compliance workflows and improve efficiency.
• Conduct periodic compliance reviews and identify corrective actions where necessary.
• Ensure proper documentation and retention of tax and regulatory records.

Team Leadership

• Lead, mentor, and develop a team of tax and compliance professionals.
• Establish performance objectives and monitor team productivity.
• Review work outputs to ensure quality and compliance standards are met.
• Promote a culture of accountability, continuous improvement, and professional development.
• Manage workload allocation and succession planning within the department.

Stakeholder Management

• Serve as the Group's primary liaison with tax authorities, regulators, auditors, and external consultants.
• Advise senior management on tax and regulatory matters that may impact business operations.
• Present compliance updates, key risks, and remediation plans to management as required.
• Partner with Accounting, Treasury, Legal, HR, Procurement, and Operations teams to address compliance matters.

Qualifications & Competencies:

Education: Graduate of B.S. Accountancy (Law or other Post-graduate degree is a plus)

Work Experience: Preferably with 8 years experience in the same field (minimum of 5 years experience in meritorious cases).

Certified Public Accountant License strongly preferred

Competencies:

• Excellent management and coordination skills; good people management skills with the ability to lead, coach and supervise
• Excellent written and verbal communication skill across all stakeholders
• Excellent time management skills.
• Expert Negotiation skills
• Detail-oriented and able to demonstrate critical thinking skills
• Flexible and adaptable
• Proficiency in Accounting Standards and Principles
• Excellent organization skills, especially in relation to files and documentation
• Ability to work under pressure and handling constraints which are often outside of own control like resource, time, difficulty of the task, having insufficient knowledge required to complete the task, or unforeseen changes or problems
• Can receive critical feedback (both positive and negative) in an emotionally intelligent manner.
• Advance/Expert Excel skills
• Advance knowledge in Oracle NetSuite or similar ERP system is preferred.
• Excellent knowledge in Philippine Taxation and LGU codes
• WILLING TO WORK ONSITE

Job summary

Take ownership of the tax and regulatory compliance function across the entire UBIX Group, ensuring business continuity and risk mitigation

Key selling points

• Lead Group-Wide Tax & Compliance Strategy
• Influence Business-Critical Decisions
• Be the Organization's Compliance Expert