OBJECTIVES OF THIS ROLE
- Ensure accurate, complete, and timely preparation and filing of tax returns and regulatory requirements for assigned client accounts, including complex entities and multiple simple accounts.
- Prepare reliable tax schedules, reconciliations, and supporting documents that facilitate efficient reporting, audits, and assessments.
- Maintain compliance with BIR regulations and other applicable tax laws while minimizing tax-related risks and penalties.
- Prepare reliable tax schedules, reconciliations, and supporting documents that facilitate efficient reporting, audits, and assessments.
- Maintain compliance with BIR regulations and other applicable tax laws while minimizing tax-related risks and penalties.
- Comply with performance metrics, standard operating procedures, and internal controls to ensure client satisfaction.
- Ensure all work is properly documented and compliant with company policies and applicable regulatory requirements.
- Identify potential process issues or inefficiencies and raise suggestions for improvement.
- Maintain open communication with team members and client contacts, promoting a culture of accountability, learning, and service excellence.
KEY RESPONSIBILITIES
Tax Compliance & Filing
- Prepare and file monthly, quarterly, and annual tax returns, including but not limited to:
- Expanded Withholding Tax (EWT)
- Final Withholding Tax (FWT)
- Value-Added Tax (VAT)
- Income Tax Return (ITR)
- Withholding Tax on Compensation
- Documentary Stamp Tax (DST)
- Fringe Benefits Tax (FBT).
- Ensure timely submission of BIR forms, alphalists, and supporting schedules through eFPS/eBIRForms.
- Monitor tax filing deadlines and coordinate tax payment requests to ensure timely compliance.
- Maintain an updated tax compliance calendar for assigned accounts.
- Review tax computations and returns prepared by junior team members, as applicable.
Tax Schedules & Reconciliations
- Prepare tax schedules and reconciliations between tax returns, General Ledger, and Financial Statements.
- Reconcile withholding taxes (2307), SAWT, SLSP, and other tax-related schedules.
- Identify, investigate, and resolve discrepancies and variances.
Audit Regulatory & Support
- Assist in BIR audits, tax investigations, and LGU assessments.
- Prepare audit schedules, supporting documents, and responses to tax-related queries and notices.
- Coordinate with clients, government agencies, and internal teams regarding tax compliance requirements.
- Support tax registrations, updates, closures, and other regulatory filings when required.
Compliance and Documentation
- Maintain updated and accurate documentation of processes, approvals, and audit trails.
- Support compliance with internal controls and data protection policies.
Continuous Improvement
- Participate in team huddles, training sessions, and improvement initiatives.
- Provide feedback and suggestions on process enhancements or automation opportunities.
- Collaborate with team leads and managers to implement best practices.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field; CPA or CPA-track is an advantage
- 3–6 years of relevant experience in finance and accounting, preferably in a shared service or BPO environment
- Experience in handling complex transactions
Technical Skills:
- Strong knowledge of Philippine tax laws, BIR regulations, and compliance requirements.
- Proficient in preparing various tax returns and tax-related schedules.
- Familiarity with eFPS, eBIRForms, and other government filing platforms.
- Intermediate proficiency in Microsoft Excel (e.g., pivot tables, advanced formulas, lookups)
- Hands-on experience with accounting software or ERP systems (e.g., SAP, Oracle, NetSuite, QuickBooks); able to navigate and analyze data effectively
- Demonstrated knowledge and experience in basic accounting principles (GAAP/PFRS).
- Good understanding of accounting processes such as GL, AP, AR, fixed assets, and financial reporting
- Experience handling multiple accounts and complex tax engagements.
Soft Skills:
- Detail-oriented with a high level of accuracy and data integrity.
- Strong organizational and time management skills.
- Effective communication and interpersonal skills; able to interact with the client
- Team player with a proactive and solution-oriented mindset
- Proven ability to work under pressure and meet tight deadlines
