Job Description
We are looking for a qualified and detail-oriented Senior Accounting Analyst to join our growing team. The successful candidate will be responsible for managing financial reporting, tax compliance, and accounting requirements for assigned client accounts. This role requires strong technical accounting knowledge, familiarity with Philippine tax regulations, and the ability to deliver accurate and timely financial information while maintaining effective client relationships.
Key Responsibilities
Financial Reporting and Accounting
- Perform monthly financial closing activities, including preparation of adjusting journal entries and account reconciliations.
- Prepare monthly and annual financial statements, including Balance Sheet, Income Statement, and Statement of Cash Flows, in accordance with Philippine Financial Reporting Standards (PFRS).
- Prepare financial schedules, supporting documents, and notes to financial statements.
- Analyze financial information, identify discrepancies or reporting issues, and recommend appropriate solutions.
- Prepare financial reporting materials and participate in monthly and quarterly financial review meetings with clients.
- Prepare General Form for Financial Statements (GFFS), General Information Sheet (GIS), and other SEC reportorial requirements, as applicable.
- Assist in external audits by providing financial schedules and supporting documentation.
- Maintain accurate and organized accounting records and working papers.
Tax Compliance and Reporting
- Review and process clients' accounting transactions, including sales, revenues, purchases, and expenses.
- Prepare and review monthly, quarterly, and annual tax returns, including EWT, WTC, FWT, VAT, Percentage Tax, and Income Tax Returns.
- Ensure timely filing and submission of tax returns and other BIR requirements.
- Prepare and submit BIR attachments and alphalists, including QAP, SLSP, SAWT, Alphalist of Employees, and BIR Form 2316.
- Prepare and submit e-Sales reports through the BIR eSales portal.
- Prepare and review inventory listings and annual sales declarations for regulatory and business permit requirements.
- Generate Books of Accounts templates and maintain updated tax compliance monitoring reports.
- Prepare monthly Tax Compliance Review (TCR) files and BIR docket files.
Client and Account Management
- Manage assigned client accounts and maintain professional working relationships with client representatives.
- Coordinate with clients regarding accounting requirements, tax compliance deadlines, and financial reporting deliverables.
- Respond to client inquiries and resolve accounting and tax-related concerns in a timely manner.
- Monitor outstanding client concerns and ensure appropriate resolution or escalation.
- Provide regular updates on account status, compliance requirements, and deliverables.
Work Management and Process Improvement
- Manage daily, weekly, and monthly deliverables to ensure timely and accurate completion of assigned tasks.
- Prepare and monitor individual work plans and performance scorecards.
- Participate in coaching, performance evaluation, and knowledge-sharing activities.
- Identify opportunities to improve accounting and tax compliance processes.
- Perform other related duties as may be assigned by the immediate supervisor.
Qualifications
- Bachelor's degree in Accountancy, Management Accounting, or a related field.
- At least 3–5 years of relevant experience in accounting, financial reporting, and tax compliance.
- Strong knowledge of Philippine Financial Reporting Standards (PFRS), BIR regulations, and applicable tax laws.
- Hands-on experience in preparing financial statements, tax returns, and BIR reportorial requirements.
- Experience handling multiple client accounts or working in an accounting, tax, or advisory firm is an advantage.
- Familiarity with accounting software and digital tax filing platforms.
- Proficient in Microsoft Excel and other MS Office applications.
- Strong analytical, problem-solving, and organizational skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and meet deadlines with minimal supervision.
- CPA license is an advantage.
What We Are Looking For
- Detail-oriented and highly organized professional.
- Accountable and proactive in managing assigned responsibilities.
- Strong analytical skills and commitment to accuracy.
- Client-focused, with the ability to communicate effectively with different stakeholders.
- Adaptable and willing to learn and improve existing processes.