Tax Accountant

Key Responsibilities1. Accounting, Bookkeeping, and Tax Compliance Reporting• Lead onboarding for new clients availing Monthly Retainer Engagement (MRE) services, includingkickoff meetings, document and account setup, compliance calendars, and briefing the assignedJunior Accountant.• Ensure timely and accurate preparation of client working papers and review all tax returns prior tofiling and payment.• Oversee accurate transaction entries and bookkeeping across the client portfolio, and supervise thepreparation of spreadsheets and books of accounts required for BIR compliance.• Oversee payroll processing, commission reconciliation, check voucher preparation, and payable listmonitoring across assigned engagements.HMB Management Consultant | Tax and Accounting Supervisor - Job Description (Draft)• Ensure accurate record-keeping and compliance with BIR regulations across all client accounts.• Implement and maintain a sound accounting system to efficiently monitor client accounts andstreamline accounting processes.• Maintain updated compliance tools, including checklists, templates, and engagement letters.• Prepare client reports and documentation, proactively addressing compliance issues and providingregular updates on engagement progress.2. Technical Accounting Review and Financial Statement Oversight• Oversee the preparation of Annual Financial Statements for clients, coordinating with partnerexternal auditors and BOA-accredited CPAs for audit opinion and sign-off.• Review journal entries for complex or non-routine transactions, including asset disposals, foreignexchange adjustments, accruals, and depreciation policy changes.• Advise clients on proper accounting treatment for unusual transactions and ensure alignment withapplicable PFRS.• Review and finalize disclosure notes and supporting schedules for Annual Financial Statementsprior to external audit submission.• Communicate changes and updates to Accounting Standards and frameworks in the Philippines tothe team and, where relevant, to clients.• Identify and flag accounting risks or irregularities across client portfolios and recommendcorrective actions to Management.3. Tax and Compliance Advisory• Conduct comprehensive tax health assessments to verify client compliance status and secureclearances for client projects.• Develop and recommend tax strategies that minimize liabilities while ensuring compliance.• Provide advisory support on the tax implications of client business decisions.• Research and resolve complex tax issues, delivering practical recommendations to clients.• Conduct regular client visitations and meetings to ensure timely and quality deliverables.• Schedule and prepare Junior Accountants for client visitations, and supervise their execution.• Provide accounting and tax consultation support to the Compliance Department during newbusiness registrations, including guidance on tax type registration (V AT vs Non-V AT), books ofaccounts requirements, and initial compliance setup.4. BIR Audit, Assessment, and LOA DefenseRoutine BIR, LGU, SSS, PHIC, and HDMF notices are first drafted by a Junior Accountant and reviewed bythe Supervisor before release. The Supervisor personally leads complex or escalated cases only, with aworking cap of 5 to 8 active complex cases at a time to protect quality and prevent overload. This cap is astarting estimate and should be adjusted once real caseload data is available.HMB Management Consultant | Tax and Accounting Supervisor - Job Description (Draft)• Act as the person-in-charge (PIC) for complex or escalated Letter of Authority (LOA) cases,including setting up meetings with BIR examiners, group supervisors, and revenue officers.• Oversee record reconciliation, document consolidation, and data submission to the BIR for LOAcases under their direct handling.• Devise ways to lower BIR assessments relating to LOA, and design accounting strategies andpolicies to reduce clients' future LOA exposure.• Review responses to routine BIR, LGU, SSS, PHIC, and HDMF letters and notices drafted byJunior Accountants, and personally draft responses only for complex or escalated matters.• Draft protest letters, position papers, and formal replies to Preliminary Assessment Notices (PANs)and Final Assessment Notices (FANs) for complex or escalated cases.• Represent clients in informal conferences and meetings with BIR examiners on complex orescalated cases, working toward favorable resolutions and reduced assessments.• Conduct internal tax health checks and diagnostic reviews to proactively identify client exposureareas before an LOA is issued.• Prepare comprehensive tax reconciliation schedules and audit workpapers to support the defense ofclient positions during examination, and draft clear, comprehensive tax memorandums on complexmatters.5. Team Supervision and Leadership• Lead and mentor a team of four (4) Junior Accountants, providing guidance, feedback, and supportfor professional growth.• Allocate tasks and review outputs to ensure accuracy, timeliness, and service quality across multipleclient accounts.• Set weekly and monthly objectives for the Accounting Department that ensure timely and accuratedelivery of client services.• Monitor team performance and maintain efficient workflow within the department.• Establish and maintain technical SOPs, compliance checklists, and quality control standardsspecific to the department's scope of work.• Conduct regular one-on-ones and formal performance reviews for direct reports, providing clearand actionable feedback.• Participate in the screening, interviewing, and onboarding of new hires for the department.• Initiate inter-department communication with Finance, Compliance, and Client Service Teams toensure accurate workflows and processes.6. Training and Continuous Improvement• Design and deliver periodic training sessions and reference materials, including briefings on newlyissued BIR Revenue Regulations, Revenue Memorandum Orders, and Revenue MemorandumCirculars, to keep the team current and compliant.HMB Management Consultant | Tax and Accounting Supervisor - Job Description (Draft)• Identify skills gaps within the team and address them through targeted coaching, maintaining abasic reference library of compliance manuals, templates, and process guides.• Support the processing of accountants' professional certifications and accreditations.• Recommend and implement improvements to compliance processes and workflows as they comeup.