General Accounting and Tax Specialist  

1. Generates the tax liability for the covered tax period using data from the books of accounts, to compute the total tax due and prepare a report.

2. Prepare and file accurate and timely tax returns in compliance with BIR regulations.

3. Submits summary of BIR remittances for budgeting purposes.

4. Endorses the completed tax return, with tax due for the specified period, to the Accounting Manager to initiate the necessary steps for payment processing.

5. Maintain accurate and organized records of all tax-related transactions.

6. Provides detailed tax filing schedule.

7. Monitor changes in tax laws and regulations and assess their impact on the organization.

8. Prepares and disseminates a regularly updated general advisory to all employees, providing clear and comprehensive information on the latest issuances, regulations, and circulars released by BBIR that may have direct or indirect impact on the organization's operations, compliance requirements, or internal processes.

9. Undertakes the end-to-end processing of all required documentation and compliance steps necessary for the successful issuance of a tax clearance certificate from BIR.

10. Coordination and communication with the BIR officials during the conduct of tax mapping activities, ensuring that all required information, documentation, and organizational records are readily available and that the company remains fully compliant with BIR protocols.

11. Consolidates the TINs of all employees ensuring the accuracy and completeness of the information required for the preparation, completion, and issuance of BIR Form 2316.

12. Prepares and issues the BIR Form 2307 or the Certificate of Credible Tax Withheld at Source, to suppliers and service providers.

13. Collects and consolidates all BIR Form 2307 certificates received from clients.

14. Maintains an updated record of clients with special tax classifications, such as PEZA registered entities. Responsible for compiling and organizing their registration certificates and related compliance documents to ensure timely and accurate submission of required attachments to the BIR during annual tax filings.

15. Accurately records all journal entries in the organization's book of accounts pertaining to transactions handled under the scope of responsibilities of a General and Tax Specialist.

16. Compiles and prepares a detailed liquidation summary and accompanying report for employee cash advances issued by the organization, ensuring that all expenses are properly accounted for, supported by valid receipts or docuementation, and reconciled against the amounts disbursed.

17. Send a weekly reminder to all employees listing their outstanding cash advances, urging them to promptly settle their balances by submitting the necessary supporting documents and returning any unused funds.

18. Ensures the prompt and accurate deposit of any axcess or unutilized cash remaining from employee liquidations of advances into the company's designated bank account, in accordance with established financial procedures and internal control policies.

19. Collaborates with external auditors to ensure full compliance with annual audit requirements. This includes preparing and providing necessary documentation, Addressing audit inquiries, and facilitating access to relevant financial records and reports.

1. A bachelor’s degree in Accountancy, Accounting Technology, Accounting Information Systems, Management Accounting, Economics, or any other relevant field.

2. Competencies

2.1 Hard Skills

2.1.1 Possesses in-depth expertise in Philippine local taxation, including a comprehensive understanding of municipal and city-imposed levies such as business taxes and community taxes.

2.1.2 Exhibits comprehensive expertise in the accurate preparation, review, and timely filing of various tax returns as enumerated in the Certificate of Registration (COR) or BIR Form 2303.

2.1.3 Demonstrates a solid foundational understanding of the principles and practices of financial accounting and reporting.

2.2 Soft Skills

2.2.1 Strong attention to detail.

2.2.2 Excellent time management, problem-solving, analytical, and critical thinking skills.

2.2.3 Strong interpersonal skills.

2.2.4 Ethical conduct and the ability to maintain confidentiality.

3. A certification from the Professional Regulation Commission (PRC) or a certification for accounting practitioners in the Philippines is an advantage but not required.