Overview
Position: Tax Planning & Compliance Officer
The purpose of this role is to develop tax strategies and manage tax compliance to ensure that the company complies with the tax laws and regulations.
Responsibilities
- Ensure timely and accurate filing of the Company’s tax returns
- Timely response on queries related to taxes.
- 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
- Ensure compliance to all applicable tax rules and policies related to non-life insurance.
- Evaluate effectiveness of the trainings attended of each direct report
- Continuous coaching and mentoring
- To review monthly transactions in relation to the filing of tax returns and other submissions
- To monitor the completeness and timely filing of all tax returns (with required attachments)
- To identify tax exposures by reviewing the company’s current tax practices and procedures
- 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
Qualifications
- College degree, major in Accounting, preferably a CPA or with MBA
- 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.
- 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.
- Good oral and written communication skill; analytical skill, negotiating skill