Tax Planning and Compliance Officer

The Tax Planning and Compliance Officer is responsible for developing and implementing tax strategies and overseeing tax compliance activities to help ensure the company's adherence to applicable tax laws, regulations, and reporting requirements.

ACCOUNTABILITIES:

FINANCIAL

Ensure timely and accurate filing of the Company's tax returns

CUSTOMER

Timely response to queries related to taxes.

INTERNAL PROCESS

Ensure compliance with the Company's policies as well as Department's regulations and guidelines.

Ensure that all tax-related reports / returns / requirements are prepared and submitted

following the requirements of the applicable tax laws/regulations/standards

LEARNING & DEV. / INNOVATION

Develop and monitor the training plan of direct reports.

Ensure that the direct reports will attend the required training

Evaluate effectiveness of the trainings attended of each direct report

Continuous coaching and mentoring

Other duties / responsibilities that are not related to the Four (4) Dimensions

1. To review monthly transactions in relation to the filing of tax returns and other submissions

2. To monitor the completeness and timely filing of all tax returns (with required attachments)

3. To identify tax exposures by reviewing the company's current tax practices and procedures

4. To suggest corrective actions and tax process controls, if necessary

5. To help in analyzing and reconciling tax issues noted during tax assessments

6. To put together materials and powerpoint needed for the training of the various parties, e.g. employees, agents, Finance team to be regularly updated with the new BIR/LGUs tax rules and regulations

7. To attend to the inquiries of the various process owners related to taxes

8. To perform other duties that maybe assigned from time to time

QUALIFICATIONS:

College degree, major in Accounting, preferably a CPA or with MBA

Good oral and written communication skill; analytical skill, negotiating skill,

In-depth knowledge in insurance accounting and taxation

Has in depth knowledge in insurance accounting, IC rules and regulations and tax laws.

Has the ability to focus on satisfying internal and external customer needs and with service quality mindset.

Coaches to improve performance of the team.

Takes and initiates actions to achieve goals beyond what is required. Seeks new ways of doing things.

Proactively works with individuals within the group and from other functions or teams to achieve own and group's goals. Creates effective working relationships.

Delivers results. Establishes appropriate action plan to achieve goals.

Knowledgeable of the operations of the unit/group/organization.

Oral and communication skill

Analytical skill

Negotiating skill

Presentation skill