Tax Accounting Services Manager

We Connect HR Solutions OPC; Metro Manila; Hybrid; PHP 1,000,000 - 1,800,000; Full time

Job summary

We Connect HR Solutions OPC in Metro Manila is seeking an experienced Tax and Financial Reporting Manager to oversee client engagements, ensure accurate financial statements, and supervise the team responsible for timely tax filings.

You will plan resource requirements, monitor performance, mentor Team Leaders, lead client meetings, and uphold the highest standards of service quality and confidentiality across diverse industries.

Qualifications

• Graduate of BS Accountancy.
• CPA is a plus, but not required.
• Must have at least 6 years of relevant experience in tax accounting and financial reporting with at least 2 years of managerial experience.
• Oversee work of Team Leaders and ensure client engagements follow service quality.

Responsibilities

• Plan resource requirements on boarding of clients.
• Plan resource requirements and monitor implementation/execution of client scope & engagements.
• Validate and ensures that the client’s financial statements are prepared and presented in accordance with Philippine Financial Reporting Standards and includes reporting on tax disclosures.
• Validate and ensures that the client’s tax returns, reports and correspondents are prepared and presented in accordance with tax ruling and regulations.
• Makes good judgments, delivers timely perception of root causes and provides effective solutions of issues encountered (IIAAs).
• Attends internal Operations Committee meetings and presents required dashboards/reports.
• Prepares talent and loading capacity per account.
• Monitors productivity by ensuring client loading of team members are within targets.
• Identify the team's strengths and weaknesses/challenges in service delivery, and lead the improvement process in service delivery.
• Consistently seeks and delivers improvement and advancement in how one executes and achieves strong performance delivery.
• Review the use of appropriate applications or tax technologies in the execution of the delivery system and monitor issues and concerns for continuous improvement and efficiency.
• Oversees the work of Team and ensures that client engagements follow the prescribed service quality of the company.
• Supervises and reviews the work of the Team Leader/s.
• Mentoring and coaching team members (Team Leaders and Senior Associates).
• Prepares monthly performance metrics set for Team Leaders and communicates consistently and timely with concerned talents and immediate head.
• Reviews monthly performance metrics set for AAs and SAAs prepared by Team Leader.
• Participate in team recruitment, employee onboarding and development plans.
• Prepare and monitor development plans for team leaders and self.
• Monitors employee onboarding and offboarding.
• Effectively communicates goals and sets clear expectations.
• Evaluate and perform team member’s performance evaluation.
• Review time charges of team leaders based on BOA or budgeted time.
• Ensures understanding and completeness of Client onboarding activities and implementation of Agreed Upon Procedures with clients.
• Ensures implementation and execution of Agreed Upon Procedures with clients.
• Ensures that monthly, quarterly and annual tax reporting and deadlines are properly set up and clearly defined with the team members and company team as well as with clients to ensure timely and accurate preparation of Financial and Tax Reports.
• Reviews monthly, quarterly financial and tax accounting reports/dashboards before submission to client-partners.
• Lead account meetings with clients - tax and compliance reports and related analysis, if needed.
• Makes good judgments and discuss or delivers timely resolution and escalation of issues and concerns regarding service delivery.
• Develops good working relationship with internal and external partners that result in improvement and strong service delivery.
• Builds trust with clients and effectively identifies key opportunity areas that improve customer experience.
• Report and present at clients ManCom, ExeCom and Board meetings, if included in service engagement activities.
• Monitors and ensures timely collection of engagement fee based on the contract.
• Ensures Service Level Agreements or SLA and deliverables contracted with client-partner are executed properly and timely.
• Reviews and evaluates monthly performance metrics set in the engagement contract and communicate consistently and timely with client-partner.
• Fill up the Customer Satisfaction (CSAT) with the client .
• Ensures completeness of Client offboarding activities and transition of Agreed Upon Procedures with clients.
• Prepares detailed tax accounting activities and time estimates for submission to Engagement Manager.
• Manage up to Annual Revenue Portfolio based on approved Annual Budget.
• Makes recommendation to improve the existing internal practices and procedures.
• Identifies and recommends updates to tax accounting processes and procedures.

Skills

Accounting

Financial reporting

Team management

Communication

Adaptability

Education

BS Accountancy

CPA (optional)

Job description

WHAT YOU'LL DO:

1. OPERATIONS MANAGEMENT

Plan resource requirements on boarding of clients.

Plan resource requirements and monitor implementation/execution of client scope & engagements.

Validate and Ensures that the client’s financial statements are prepared and presented in accordance with Philippine Financial Reporting Standards and includes reporting on tax disclosures.

Validate and Ensures that the client’s tax returns, reports and correspondents are prepared and presented in accordance with tax ruling and regulations

Makes good judgments, delivers timely perception of root causes and provides effective solutions of issues encountered (IIAAs)

Attends internal Operations Committee meetings and presents required dashboards/reports

Prepares talent and loading capacity per account

Monitors productivity by ensuring client loading of team members are within targets

Identify the team's strengths and weaknesses/challenges in service delivery, and lead the improvement process in service delivery

Consistently seeks and delivers improvement and advancement in how one executes and achieves strong performance delivery.

Review the use of appropriate applications or tax technologies in the execution of the delivery system and monitor issues and concerns for continuous improvement and efficiency.

2. PEOPLE MANAGEMENT

Oversees the work of Team and ensures that client engagements follow the prescribed service quality of the company

Supervises and reviews the work of the Team Leader/s

Mentoring and coaching team members (Team Leaders and Senior Associates)

Prepares monthly performance metrics set for Team Leaders and communicates consistently and timely with concerned talents and immediate head.

Reviews monthly performance metrics set for AAs and SAAs prepared by Team Leader

Participate in team recruitment, employee onboarding and development plans

Prepare and monitor development plans for team leaders and self

Monitors employee onboarding and offboarding

Effectively communicates goals and sets clear expectations

Evaluate and perform team member’s performance evaluation

Review time charges of team leaders based on BOA or budgeted time

3. ACCOUNT/CLIENT MANAGEMENT

Ensures understanding and completeness of Client onboarding activities and implementation of Agreed Upon Procedures with clients

Ensures implementation and execution of Agreed Upon Procedures with clients

Ensures that monthly, quarterly and annual tax reporting and deadlines are properly set up and clearly defined with the team members and company team as well as with clients to ensure timely and accurate preparation of Financial and Tax Reports.

Reviews monthly, quarterly financial and tax accounting reports/dashboards before submission to client-partners

Lead account meetings with clients - tax and compliance reports and related analysis, if needed

Makes good judgments and discuss or delivers timely resolution and escalation of issues and concerns regarding service delivery

Develops good working relationship with internal and external partners that result in improvement and strong service delivery

Builds trust with clients and effectively identifies key opportunity areas that improve customer experience

Report and present at clients ManCom, ExeCom and Board meetings, if included in service engagement activities

Monitors and ensures timely collection of engagement fee based on the contract

Ensures Service Level Agreements or SLA and deliverables contracted with client-partner are executed properly and timely

Reviews and evaluates monthly performance metrics set in the engagement contract and communicate consistently and timely with client-partner

Fill up the Customer Satisfaction (CSAT) with the client .

Ensures completeness of Client offboarding activities and transition of Agreed Upon Procedures with clients

3. ENGAGEMENT MANAGEMENT

Prepares detailed tax accounting activities and time estimates for submission to Engagement Manager

4. BUSINESS/FINANCIAL MANAGEMENT

Manage up to Annual Revenue Portfolio based on approved Annual Budget

5. OTHERS

Makes recommendation to improve the existing internal practices and procedures

Identifies and recommends updates to tax accounting processes and procedures.

Other duties and responsibilities that may be assigned from time to time by immediate head

Protects the organization's value by keeping information confidential.

WHAT WE'RE LOOKING FOR:

A graduate of BS Accountancy

Certified Public Accountant is a plus, but not required

Must be a Minimum of 6 years of relevant experience in tax accounting and financial reporting with at least 2 years of Managerial experience

He/she will oversee the work of the Team leader/s and ensure that client engagements follow the prescribed service quality of the company

Exposure to different industries and clients.

Key skills required

Must be well-versed in all accounting facets

Highly flexible, organize and can withstand pressure

Ability to quickly adjust to new work environments

Has the ability to ensure that engagements follow the prescribed service quality of the company.

Professional who is agile and adaptive to changes.

Open to different working arrangements – at the home, office, or even in our clients.

Must have excellent verbal and communication skills.