Tax & BIR Compliance Assistant (TCA)

INTERNATIONAL KAI-ZEN RESEARCH FOUNDATION; Philippines; On-site; PHP 279,000 - 558,000; Full time

Job summary

INTERNATIONAL KAI-ZEN RESEARCH FOUNDATION seeks a Tax & BIR Compliance Assistant to manage end-to-end tax housekeeping. You will handle eBIRForms filings, OTC processes, and BIR closing for dissolved entities, ensuring accurate tax records and timely responses to audits.

The role requires a Bachelor’s degree in Accountancy, 1–2 years in tax compliance, and hands-on experience with eBIRForms/eFPS. On-site work in the Philippines with exposure to tax litigation support and advisory tasks.

Qualifications

• Bachelor’s degree in Accountancy (BSA) or Financial Accounting is mandatory.
• Minimum 1–2 years of direct experience in a tax compliance role.
• Hands-on experience with eBIRForms, eFPS and AFS preparation and bookkeeping.

Responsibilities

• Prepare, review, and electronically file monthly, quarterly, and annual tax returns (VAT, Withholding Tax, DST, Income Tax).
• Manage BIR Closing of Business for dissolved entities, branches, or registered activities.
• Process ATP for official receipts and sales invoices; coordinate with BIR printers.
• Support LOA handling, prepare protest and abatement documents for tax assessments and penalties.
• Investigate and correct open cases in ITS; perform data fixing to reconcile books with BIR filings.

Skills

Strong interpersonal skills

Attention to detail

Willing to learn

Flexible

Education

Bachelors degree in Accountancy or Financial Accounting

Tools

eBIRForms

eFPS

AFS preparation

Microsoft Excel

Job description

Job Title:Tax & BIR Compliance Assistant
Department:Legal, Litigation, Real Estate & Compliance Department
Reports To:Head of Legal / Senior Legal Counsel
Employment Type:Full-time (On-site)

Position Overview

The Tax & BIR Compliance Assistant is responsible for the corporation’s end-to-end tax housekeeping. This role goes far beyond simple tax filing; it is the company’s first line of defense against penalties, assessments, and tax exposure. You will manage the entire lifecycle of tax compliance—from securing authority to print receipts to litigating abatements and closing out business registrations. The ideal candidate is a tax-savvy professional who thrives on resolving complex "open cases" and has the tenacity to protest erroneous BIR assessments.

Key Responsibilities

A. Tax Filing & Reporting (BIR Compliance)

• Prepare, review, and electronically file (eBIRForms) all monthly, quarterly, and annual tax returns, including but not limited to: VAT (2550M / 2550Q), Withholding Tax (1601-C, 1601-E, 1602, 1603), Percentage Tax; Income Tax (1702Q / 1702), and Documentary Stamp Tax (DST)

• ORUS management

B. Tax Clearance & Business Closure (BIR Closing)

• Manage the completeBIR Closing of Businessprocess for dissolved entities, branches, or registered activities.

• Secure theTax Clearance Certificate (TCC)and BIR Form 2316 consolidations required for the closure of permits and the release of bonds.

C. Authority to Print (ATP) & Receipt Management

• End-to-end processing ofApplications for Authority to Print (ATP)for official receipts (ORs) and sales invoices.

• Coordinate with accredited BIR printers to ensure print requests meet BIR technical specifications

• Manage the inventory and retirement of unused principal and supplemental receipts/invoices.

D. Assessment Management & Litigation Support

• LOA Handling:Act as the primary point of contact duringLetters of Authority (LOA)and BIR audits. Consolidate requested documents, coordinate with operational departments for data, and draft initial responses to examiners.

• Protest & Abatement:Prepare the factual and legal basis forProtesting an Assessment(disputed tax deficiency). Draft Protest Letters and supporting documents for review by the senior legal counsel or head of legal.

• Abatement of Taxes:Prepare applications for theAbatement or Cancellation of Tax Penalties(based on reasonable cause or medical grounds, etc.) and pursue these with the BIR National Office.

E. Data Fixing & Case Resolution

• Investigate, analyze, and correctOpen Casesin the BIR's Integrated Tax System (ITS).

• Perform "data fixing" requests with the BIR to reconcile discrepancies between the company’s books and the BIR’s filed returns (e.g., misaligned tax types, incorrect TIN suffixes, or payment misapplied).

• Close out old legacy cases by providing supporting documents to the BIR Reconciliation and Monitoring Division.

F. Tax Research & Advisory

• Conduct deep-diveTax Researchon BIR Rulings, Revenue Regulations (RRs), and Revenue Memorandum Circulars (RMCs).

• Provide internal advisory to the Finance and Sales teams on the tax implications of new business models, cross-border transactions (withholding on compensation vs. income payments), and VAT exemptions.

Qualifications & Competencies

Education & Experience:

• Education:Bachelor’s degree in Accountancy (BSA) or Financial Accounting ismandatory.

• Experience:Minimum of1-2 yearsof direct experience in a tax compliance role.

• Technical Expertise:Must have actual hands-on experience with eBIRForms, eFPS and AFS preparation and bookkeeping.

Hard Skills:

• In-depth knowledge of the National Internal Revenue Code (NIRC), or at least willing to learn and to be trained

• Proficiency in Microsoft Excel (VLOOKUP, PivotTables) for tax reconciliation.

• Experience drafting formal correspondence to the BIR (e.g., requests for reconsideration, provisional letters).

Soft Skills:

• Strong interpersonal skills to handle BIR examiners and officers diplomatically.

• Ability to spot data mismatches in volumes of financial data.

• Does not wait for notices; actively checks the BIR portal for open cases.

• Flexible

• Must not be sensitive

• Must have interest in taxation law, rules and regulations

• Willing to learn and be trained

• Willing to do leg work

• Willing to commute