Taxation

MA. JENNY R. SERRANO, CPA

Address: ****B Taylo St., Brgy. Gen Pio del Pilar, Makati City

Contact Numbers:

Mobile: +63-916*******

Office: +63 2 9882288 loc. 563

*********.*****@*****.***

CAREER To be employed as a Tax Compliance Officer or Tax Manager.

OBJECTIVE

PROFESSIONAL CERTIFIED PUBLIC ACCOUNTANT

QUALIFICATION CPA Registration No. 08311986

May 2008 CPA Licensure Examination

Philippine Regulations Commission

Metro Manila Philippines

WORK PUNONGBAYAN & ARAULLO

EXPERIENCE Member firm within Grant Thornton International

(History and Highlights) Tax Advisory and Compliance Division

19th Floor, Tower 1, The Enterprise Center

6766 Ayala Avenue, 1200 Makati City, Philippines

Senior Tax Auditor (Tax Supervisor)

July 2013 – Present

Staff Assistant II (Tax Semi-senior Auditor)

January 2011 – July 2013

Staff Assistant I (Tax Junior Auditor)

July 2008 – July 2011

Responsibilities / Functions:

Ensure client’s tax compliance to the local tax rules and regulations;

Identify the client’s risk areas, possible tax exposures and/or tax planning/savings

opportunities;

Provide tax related advice, e.g. assessment cases, transfer pricing, BIR rulings, etc.;

Draft Reply or Protest to BIR Assessment Letters;

Provide reconciliation on BIR Assessment findings;

Appear before the BIR in behalf of the client for tax assessment cases;

Responsible for recovery of VAT claims with the BIR;

Review / Prepare the client’s various tax returns;

Review and supervise staff in the conduct of tax audit procedures;

Conduct Transfer Pricing study / benchmarking procedure;

Draft Tax opinion and studies which provide advice to clients on the specific issue; and

Assist in the preparation of tax materials /manuals used in public seminars.

Types of Engagement, Clients Handled & Industry Exposure

Transfer Pricing – to assist the company in determining a transfer pricing policy which

reasonably satisfies the arm’s length standard.

Autoparts/semi-conductor Manufacturing: Shindengen Philippines Corporation

Tax Compliance Review - to apprise the company of the risks and possible tax

liabilities arising from its practices and from possible non-compliance with the

applicable tax laws, rules and regulations. Provide timely, practical and regulation-based

recommendations to mitigate and eventually eliminate its risks.

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Insurance: National Reinsurance Corporation of

the Philippines

Health Maintenance Organization (HMO): Medicard Philippines, Inc.

Philippine Economic Zone Authority (PEZA): Shindengen Philippines Corporation

IBM Solutions Delivery, Inc.

R365P Inc.

Regional Operating Headquarters (ROHQ): Maersk Global Service Centres, Phils, Ltd.

Banks: BDO UniBank, Inc.

BDO Private Bank, Inc.

EastWest Bank Corporation

School: Far Eastern University, Inc.

Retail/Manufacturing: Nutri-Asia, Inc.

Masinloc Coal Thermal Power Plant

Medusa Mining Limited

Services: Cyber City Teleservices Philippines, Inc.

Diageo Export SR, Inc.

Otis Elevator Company

Tax Outsourcing – provide professionally prepared and calculated tax returns and its

on-time filing with the BIR thru Electronic Filing and Payment System (EFPS) [e.g.,

Income Tax, Value-Added Tax, and Withholding Tax on Compensation and Expanded]

Airline: Continental Micronesia, Inc. (now United Airlines)

Mining: Coral Bay Nickel Corp.

Service: Sidel South Asia-Pacific Ltd. – Philippine Branch

Portek Systems & Equipment (Philippines) Pte. Ltd.

Avaya Philippines, Inc.

AT&T Global Network Services International, Inc.

Tax Assessment – assist the client in resolving difficult or sensitive tax

disputes/assessments with the BIR thru closely coordination with the BIR, evaluation of

the validity of the tax assessments, determination of appropriate documents and analysis

to submit and prepare protest letter.

Insurance: Manulife Chinabank Life Assurance Corporation

Manufacturers Life Insurance Co. (Phils), Inc.

Retail: GCOMM Business Supplies Corp.,

Service: Mitsui-Soko Co., Ltd.

Continental Micronesia, Inc.

Powertech Asia, Pacific, Inc.

KGJS Fleet Management Manila, Inc.

CTA Litigation Support - make objective evaluation of the documents relevant to the

client’s refund claims arising from erroneously paid taxes, excess creditable withholding

taxes, or unutilized input value-added tax (VAT) attributable to your zero-rated sales.

Retail: Total Philippines, Inc.

Service: JP Morgan Chase Bank, Inc.

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Expatriate Tax Return Preparation – assist the local clients in understanding and

complying with the expatriate’s tax obligations during the period of assignment (e.g.

identification of the employee’s Philippine tax status, computation of expatriate’s

Philippine income tax liability, assistance in ensuring with local tax filing requirement,

etc.)

American Expatriates of: Smart Communications, Inc.

Digitel Mobile Philippines, Inc.

Asia/Pacific Hill International Holdings Pte. Ltd

Maxim Philippines Operating Corp.

Indian Expatriates of: TATA Consultancy Services (Phils.), Inc.

Japanese Expatriates of: Shindengen Philippines Corporation

TRAININGS Tax Outsourcing Training

CONDUCTED / Training on various tax outsourcing activities (i.e., IT, VAT, withholding taxes and FBT)

SEMINARS Punongbayan & Araullo

ATTENDED January – February 2009

Regular Tax Clinics (conducted and or attended)

Update on recent tax laws, rulings, regulations and decided cases

Punongbayan & Araullo

Seminar on Banks (conducted and or attended)

Taxation of Banks

Punongbayan & Araullo

July 2013

Managing Interaction

Professional Development Program in Providing Meaningful Feedback

Punongbayan & Araullo

June 2012

Workshop on Organizing and Writing Skills

Punongbayan & Araullo

2008, 2009 & 2010

AWARDS & Candidate, Association of Certified Public Accountants in Commerce and

ACHIEVEMENTS Industry (ACPACI) Nationwide Annual Search for OUTSTANDING

ACCOUNTING STUDENTS OF THE PHILIPPINES

Ateneo de Naga University

October 28, 2006

2nd Placer, SGV Cup LEVEL 2, 13th Mid-Year Convention National Federation of

Junior Philippine Institute of Accountants Region V Council (NFJPIARVC)

RELC Convention Hall/TESDA Dormitory, Rawis, Legazpi City

October 20-22, 2006

MVP, PRTC Olympiad, 13th Mid-Year Convention National Federation of

Junior Philippine Institute of Accountants Region V Council (NFJPIARVC)

RELC Convention Hall/TESDA Dormitory, Rawis, Legazpi City,

October 20-22, 2006

Winner in various Accounting and Taxation Quiz Bowls

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Hosted by various Universities and Colleges

2006 - 2007

EDUCATION DIVINE WORD COLLEGE OF LEGAZPI

Tertiary BACHELOR OF SCIENCE IN ACCOUNTANCY

2003- 2007 Cum Laude

Secondary AQUINAS UNIVERSITY HIGH SCHOOL

1999 – 2003

Primary ST. RAPHAEL ACADEMY

1993 - 1999

SKILLS & Exposure in various industries (i.e., Corporate taxation in Banking, Insurance, Airline, BPO,

ATTRIBUTES School, ROHQ, Manufacturing, Retail, PEZA/BOI Companies and Expatriate/individual

taxation)

Business World Article writer / contributor (titles of articles written (1) Severe consequences

of failure to withhold (2) Thinking about Christmas or taxes and (3) When choosing OSD

becomes crucial)

Ability to finish the engagement within or prior to time period and budget with good quality

of job output

Able to handle multiple engagements simultaneously

Highly professional

Ability to handle people

Strong interpersonal skills

Fluent in both English and Filipino

Proficient in MS Word, MS Excel, MS Powerpoint

Basic Knowledge of SAP Application

Knowledgeable in Electronic Filing and Payment System (EFPS) facility

PERSONAL Birthdate : August 31, 1986

DATA Birthplace : Caloocan City

Age : 28

Gender : Female

Civil Status : Single

CHARACTER Atty. Olivier D. Aznar, CPA

REFERENCE Partner, Tax Compliance Division

+63 2 988 2288 ext. 500

Lina P. Figueroa

Principal, Tax Compliance Division

+63 2 988 2288 ext. 520

Edward L. Roguel, CPA

Partner, Tax Compliance Division

+63 2 988 2288 ext. 540

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