Tax Associate
Resume:
Curriculum Vitae
Personal information
Surname(s) / First name
Romero, Julius (Certified Tax Technician)
Address
Lessandra Camella Bucandala IV Block V Lot 21 Imus Cavite
City Philippines
Telephone(s)
Mobile:
+63-977-***-**** / 63-918-***-****
Career Objective
To be able to secure a position where I can significantly contribute the knowledge, skills, and experience I acquired from my previous jobs, and utilize them in successfully fulfilling assigned tasks and responsibilities with professionalism, dedication, and high regards for quality of work.
Qualifications
Has more than 15 years of work experience as an Finance person, 3 years in BPO service environment; comfortable and used to work with foreigners; with excellent communication skills both in written and verbal English language; adept in various computer applications; knowledgeable in Computerized and Manual Accounting; can operate various office equipment with above average typing speed; attuned to work in a customer oriented environment.
Strength
Can perform multi-task jobs; results-oriented, hardworking, systematic, flexible, and can perform efficiently under pressure; possesses good human relation skills; and keen to details.
*************@*****.***.**
Nationality
Filipino
Date of birth
December 26, 1976
Gender
Male
Salary Desired
80,000.00
Position Desired
Tax Associate
Availability
ASAP
Work experience
Name and address of employer
Flat Planet Philippines Inc.- 4th Floor Pilgrim Building Aguirre St San Lorenzo Legaspi Village, Makati City
Type of business or sector
BPO-Shared Service
Dates
Sept 4, 2017 to Present
Salary
Php 65,000.00
Occupation or Position held
Tax Compliance & Admin Officer
Main activities and responsibilities
Tax Compliance
Assist in the review process of ITR, EWT, FEW, WTW, FBT and others.
Process Expat related ID requirement
Application with BIR
Annual Registration (0605)
Authority to Print Official Receipts and/or Invoices
Tax Relief Application (Certificate of Residency for Corporation)
Books of Accounts Update
Printing of Sales Invoice and Official receipt
Coordinates with the Tax Consultants on the completion and updating of Transfer Pricing Study.
Reporting Indirect Taxes to Statutory Authorities within Statutory reporting deadlines.
Discusses with BIR personnel when problems and/or issues arise from compliance on government regulations.
Perform all tax compliance, such as Bureau of Internal Revenue filings, registrations,
etc., Ensure that tax reporting reconciles with the book of accounts, Handles monthly
Expanded Withholding Tax, withholding tax on compensation, Alphalist, Handles VAT
return preparation on monthly and quarterly basis including Summary List of Sales and
Purchases, Handles Tax Assessment
Monitored BIR 2307 completion.
Responsible in preparation of tax schedule for audit process.
Responsible in the preparation of responses letter and coordinate to BIR.
To continually work to improve systems and procedures related to BIR matters to ensure timely and accurate reporting.
Prepare all tax papers in regular basis and handle all information data requests.
Assist in various Tax Treaty Relief Applications.
Performs diagnostic study of the client’s position, practices and procedures in relation to specific tax laws, regulations and rulings to determine whether these are in compliance with the tax laws and regulations and to point out potential tax exposures.
SEC Compliance Process good standing report for Import Permit requirements.
Process good standing report for Import Permit requirements.
GFFS submission together with the AFS stamping.
PEZA Compliance
Responsible for preparing PEZA, export and import documents for delivery.
Responsible for the consolidation of all PEZA processed documents for the PEZA monthly ( EZMPR) and annual reports.
Process ITH Extension for full availment of the incentives.
Coordinate with Insurance company for Surety bond application.
Responsible in ensuring that the company is compliant per PEZA and BOC guidelines in matters relative to asset movement and other regulating body that may be related to the transactions with PEZA and BOC
Securing PEZA certifications to avail of the tax incentives (i.e., zero-rated VAT, 5% gross income tax and income tax holidays
BOI Compliance
Responsible for preparing BOI Annual Reporting.
Responsible for renewing ITH Incentives.
Financial Reporting & Other Compliance
Maintain tax balances on general ledger.
Supervise LGU tax/permits processing (Annual/Quarterly (PEZA 2% TAX).
Process Business Permit Renewal
Main activities and responsibilities
Tax Compliance
Name and address of employer
Goodyear Regional Business Services Inc.- 25th Floor RCBC Savings Bank Corporate Center 26th and 25th Street Bonifacio Global City, Philippines
Type of business or sector
BPO-Shared Service (Manufacturing)
Dates
June 20, 2016 to June 30, 2017
Salary
Php 56,000.00
Occupation or Position held
Regulatory Compliance Officer
Main activities and responsibilities
Tax Compliance
Preparation and review of the following Bureau of Internal Revenue Tax Returns.
Annual and Quarterly Corporate Income Tax Return
Annual and Quarterly Individual Income Tax Return (Pure Compensation/Mixed Income)
Quarterly and Monthly Value Added Tax
Monthly Withholding Taxes (Expanded/Final Compensation)
Fringe Benefit Taxes
Annual information Returns (BIR Form no. 1604CF and 1604E.
Application with BIR
Annual Registration (0605)
Authority to Print Official Receipts and/or Invoices
Tax Relief Application (Certificate of Residency for Corporation)
Books of Accounts Update.
Transfer Pricing
Coordinates with the Tax Consultants on the completion and updating of Transfer Pricing Study
PEZA Compliance
Responsible for the preparation and processing of all (PEZA) permits and required documents to be processed such as 8105, 8106 (farm in and out), etc.
Responsible for the consolidation of all PEZA processed documents for the PEZA monthly ( EZMPR) and annual reports.
To comply with PEZA rules and regulations as agreed in the registered agreement.
To accomplish all necessary applications and providing requirements in day to day application and activities
Maintains and controls and ogranized filling systems of PEZA documents.
Preparation of application for Letter of Authority as required.
Coordinate with Insurance company for Surety bond application.
Prepare liquidation of PEZA permits and forms.
Process downgrade and upgrade of PEZA 47a2
SEC Compliance
Submission of AFS with BIR received.
Processing of GFFS via electronic document.
Regulatory Compliance
Process Business Permit and its related permit.
Address related operational issues raised by departments (HR, Facilities, Finance, IT, etc) that are in need of compliance.
Coordinate with/visit regulatory office for consultation whenever necessary or at least once a week.
Financial Reporting Compliance
Maintain Tax related General Ledger account via reconciliation and review.
Name and address of employer
Ammex i-Support International- 9-10th Floor Cyberscape Alpha Coner Garnet and Sapphire Road Ortigas City, Philippines
Type of business or sector
BPO-Call Center (Manufacturing)
Dates
May 4, 2015 to October 29, 2015
Salary
Php 46,500.00
Occupation or Position held
PEZA Senior Accountant (5 months)
Main activities and responsibilities
Payroll Compliance
Timely preparation and filling of Government Compliance Report.
i)SSS, HDMF and Philhealth Remittances
ii)Process Payroll Register and its computation
Process confidential payroll
BIR Compliance
Process all related Taxes such as Withholding Tax Compensation, Expanded, VAT, Fringe Benefit Tax and Income Tax
Assist in finalizing recon on Alphalist data
Reporting Indirect Taxes to Statutory Authorities within Statutory reporting deadlines.
Discusses with BIR personnel when problems and/or issues arise from compliance on government regulations.
PEZA Compliance
Process PEZA reportorial and other related items.
Analyze documents if within the budget and process it for schedule payments
Responsible in developing and implementing procedures or guidelines with the main objective of ensuring compliance with PEZA and BOC and any other regulatory related requirements.
Responsible in interacting with PEZA and BOC with the assurance of having good relationship while maintaining independence and corporate integrity.
Responsible in ensuring that the company is compliant per PEZA and BOC guidelines in matters relative to asset movement and other regulating body that may be related to the transactions with PEZA and BOC.
Responsible in partnering with various teams, supplier to reinforce PEZA, BOC and Company policies.
Responsible to provide asset recording on database and control PEZA documents and permits
Process PEZA reportorial and other related items.
Process Billing and coordinate on its collection as it’s become due.
charges.
Bank Transaction
Ensures that Cash Flow for operation were properly funded and reconciled.
Check and verify all kinds of disbursement for request in Funding.
Reviews disbursement documents to ensure the propriety and accuracy of their respective.
SEC Compliance
Submission of AFS with BIR received.
Processing of GFFS via electronic document.
Increase in Authorized Capital Stocks processing.
Others Reportorial
Provide analysis and feedback to management and appropriate department regarding recurring problems, recommending improvements aimed at reducing future occurrences of problems
Financial Reporting Compliance
Maintain Tax related General Ledger account via reconciliation and review by using Sage Accounting Software.
Name and address of employer
Arriva Medical Philippines- 21-23rd Floor Bonifacio One Technology Tower, Bonifacio Global City Taguig Philippines
Type of business or sector
BPO-Call Center (Health Care)
Dates
June 11, 2013 – May 4, 2015
Salary
Php 37,500.00
Occupation or Position held
Finance and Accounting Officer (1 year & 11 months)
Main activities and responsibilities
PEZA Compliance
Process monthly PEZA monthly report and other related items.
Accounts Payable Reporting
Reviews disbursement documents to ensure the propriety and accuracy of their respective charges.
Check and verify all kinds of disbursement for request in Funding.
Payroll Compliance
Reviews the accuracy of Payroll Register and its related Cost Center.
Ensures that Cash Flow for operation were properly funded and reconciled.
Assist in finalizing recon of Alphalist data.
Verify applicable payroll reports and employee time sheets in order to ensure that employee paychecks coincide with the amount of hours worked
BIR Compliance
Process Tax Return 1601-C, 1601E, 1601F, 1603, 2550M/Q, 1702Q.
Reporting Indirect Taxes to Statutory Authorities within Statutory reporting deadlines.
Discusses with BIR personnel when problems and/or issues arise from compliance on government regulations.
Stakeholder Reporting
Provide analysis and feedback to management and appropriate department regarding recurring problems, recommending improvements aimed at reducing future occurrences of problems
Name and address of employer
First Oceanic Property Management- 7th Floor Paseo Center, Paseo De Roxas Makati City
Type of business or sector
Property Management
Dates
October 16, 2012 – April 15, 2013
Occupation of Position Held
Finance Supervisor (6 months)
Main activities and responsibilities
Financial Reporting
Prepares the financial statements, summaries, analysis and financial management reports, and other special reports as required.
Establish work priorities, delegate work to office support staff, and ensure deadlines are met and procedures followed.
Reviews Accounts Payable & Accounts Receivable documents and supporting documents to ensure the propriety and accuracy of their respective Trial Balance.
Reviews the accuracy of Report such as Bank reconciliation, Lapsing Schedule & Subsidiary Ledger.
Ensures that Financial Statement all account balances are properly supported and reconciled.
Review, analyze, understand, adjust, and explain Financial Statements.
Tax Compliance
Discusses with BIR personnel when problems and/or issues arise from compliance on government regulations.
SEC Compliance
Submission of AFS with BIR received.
Processing of GFFS via electronic document.
Name and address of employer
Hexagon Tower Philippines Inc- Room 201 Jemco Bldg. C. Raymundo Ave. Rosario Pasig City
Dates
September 16, 2004 – July 14, 2009
July 15, 2009 – February 1, 2012
Occupation or position held
F
Finance and Accounts Supervisor to Assistant Manager Finance And Accounts (7 years & 4 months)
Main activities and responsibilities
Giving regular updates to Management on any proposed changes on tax laws and regulations that will potentially affect the business.
Periodic Analysis of Key Balance Sheet Accounts to test for Policy & Procedure compliance and recommend procedural improvements.
Prepare Budget & corresponding analysis
Directs and coordinates A/P activities for transactions in accordance with stated policies, procedures, and departmental goals.
Improved financial and operating controls and promoted effective control at reasonable cost.
Establishing payment parameters & executing the payment programs and Control reports.
Prepare Expense Report & Accounts Reconciliation.
Checked compliance with company policies and procedures as contained in the company’s operations manual.
Improved the quality of management performance, including management’s economy and efficiency in utilizing resources and effectiveness in achieving objectives.
Recommended operating improvements.
Established, coordinated and maintained an integrated plan for the control of operations.
Reported and interpreted the results of operations to all levels of management and to owners of the business after measuring performance against approved operating plans and
standards.
Prepares required tax reporting in timely and accurately manner.
Supervised all matters related to taxes and submitted reports to government agencies as required.
Name and address of employer
VBP Group of Companies (Dermpharma Inc.) - 5th Floor MGF Champaca Building Amorsolo St. Legaspi Vill, Makati City Philippines 1229
Type of business or sector
Group of Companies-Service, Manufacturing & Distributorship
Contact Number
Dates
July 3, 2000 – July 30, 2002
July 31, 2002 – September 15, 2004
Occupation or position held
General Bookkeeper to General Accounting Supervisor (4 years & 2 months)
Main activities and responsibilities
Ensure monthly, quarterly and annual compliance to the Bureau of Internal Revenue.
Prepares Tax related analysis and schedules for the company internal, external and government audits.
Participates in the yearly master budget preparation of the company by preparing and providing needed information in preparation for the next year operation.
Represent the Department in working with internal auditors to address audit findings with
the objective of improving operational efficiencies.
Provide protection for all Fixed Assets of the business through establishment and maintenance of adequate internal controls & auditing
Conduct continuous and detailed examination and verification of the company transaction and records
Resolves Payroll discrepancies by collecting and analyzing information.
In-Charge of Timekeeping and Payroll Computation of Confi Level.
Analyze and prepare financial reports and schedules ensuring that records and statements
fairly and accurately reflect the financial condition and results of the actual performance
Supervise the development and delivery of budgets, forecast and appropriate management
Reporting to support operational decision-making and accountability
Prepare report thru Power Olap & FRX reporting.
Familiar with Computerized Accounting System – (Platinum for Windows) Well verse &
Competent in Microsoft Excel.
EDUCATION AND TRAINING
Dates
1995-1999
Title of qualification awarded
Bachelor of Science in Accountancy
Principal subjects/occupational skills covered
Accountancy, Taxation, Auditing & Management Advisory Service
Name and type of organization providing education and training
Polytechnic University of the Philippines
Level in national or international classification
State University
Personal skills and competences
Character References
William Mota – Ammex Isupport (Facilities Supervisor) / 091********
Millicent Grace Eufracio – Arriva Medical (Facility and Admin Lead) / 091********
Efren Buslon – VBP Group of Co. (Treasury Analyst) / 092********
Mother tongue(s)
Filipino
Other language(s)
English (Excellent reading, writing, & verbal skills)
Social skills and competences
Intercultural skills - Hard work had leaded me into a multinational companies and foreign executives.
Mediating skills – I have a year been working in multinational to build a positions that established my global potentials.
Organizational skills and competences
Initiative Skills – I always seek and recognize what are the top business priorities.
Problem Solving Skills – Able to sort out, with tact and success, any work deficiencies of a team member and communicate with that co-worker
Technical skills and competences
Troubleshooting Skills – As to manual and computerized accounting by determined of error and its causes I was able to decide on what to do about it.
Design Skill – Generating and adapting a usable template for every team member
Computer skills and competences
MS Excel Skills – I am an Excellent MS Excel user because of my ability to design a much better template by using some Lookup Function, Conditional formula, and Hyperlink
Artistic skills and competences
Artistic Skills – Ability to take risks in trying new solutions and ways of working; Able to think beyond traditional thinking. Can develop innovation solutions to problems and enhance company performance.
Other skills and competences
Diplomacy Skills – I do a well-mannered, well-tempered, and reliable when dealing with customers.
Certification
Certified Tax Technician
Contact this candidate