Tax Associate
The VITO Consulting Group View all jobs
- Alabang, Muntinlupa City
- Permanent
- Full-time
● Gather, organize, and review financial records and other required documents (invoices, receipts, contracts) to ensure completeness and accuracy for tax filing.
● Submit tax returns to the BIR (and other relevant agencies) through manual or electronic filing (e-Filing).
● Track and monitor tax deadlines to ensure timely filing of tax returns and payments to avoid penalties and interest.
● File other tax-related documents such as certificates of tax payments, BIR Form 2307 (Certificate of Creditable Tax Withheld), BIR Form 1701/1702, and others as required by the client or tax authority.
● Verify the accuracy of invoices, ensuring they match purchase services and receiving documents.
● Reconcile clients’ statements and resolve any discrepancies.B. Financial Statement● Prepare monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, Cash Flow Statement) for clients using an accounting system.
● Review client transactions in an accounting system to ensure that all revenue and expenses are properly recorded and classified.
● Reconcile all accounts, including bank accounts, accounts receivable, accounts payable, and other financial statement accounts.
● Ensure the accuracy of trial balances and resolve discrepancies or errors in client accounts.
● Generate and review financial reports using an accounting system and ensure that they comply with accounting standards and company policies.
● Prepare adjusting entries in the accounting system and ensure that financial statements reflect true financial performance.
● Assist in the review of financial data to ensure completeness and accuracy before finalizing reports.C. Bookkeeping and Data Entry● Manage general ledger entries in the accounting system for clients, including posting transactions, adjusting entries, and categorizing expenses and income.
● Process client invoices, payroll entries, receipts, and other accounting documents.
● Maintain accurate and up-to-date financial records for clients in the accounting system, ensuring all transactions are recorded on a timely basis.
● Track and reconcile VAT and other tax-related transactions, ensuring accurate reporting for tax filings.D. Client Interaction and Support● Communicate with clients to gather financial data, clarify discrepancies, and provide status updates on financial reporting.
● Offer guidance to clients on financial reporting best practices and recommend improvements to accounting processes.
● Respond to client inquiries regarding financial statements, bookkeeping issues, or tax-related matters.E. Documentation and Record Keeping● Ensure accurate and organized filing of financial records, supporting documentation, and tax-related documents in accordance with regulatory requirements and firm policies.
● Maintain a secure system of storing financial data, ensuring all information is protected and accessible only to authorized personnel.
● Provide detailed audit trails for all transactions, ensuring that proper documentation exists for all financial reporting.F. Software Proficiency● Demonstrate proficiency in accounting software and Microsoft Excel.
● Utilize accounting software to perform tasks such as data entry, report generation, and reconciliation.G. Internal Collaboration● Work closely with senior accountants and other team members to ensure coordinated workflow between bookkeeping, financial reporting, and tax preparation functions.
● Collaborate with the tax team to ensure that financial data aligns with tax reporting requirements.
● Assist in the preparation of client budgets, financial forecasts, and projections when requested by senior management or clients.H. Other Tasks● Other tasks deemed necessary to be done as assigned by the Supervisor/Manager.QUALIFICATIONSEducation & Experience● Bachelor’s degree in Accountancy, Finance, or a related field.
● At least 6 months to 1 year of experience in an accounting firm handling tax, accounting, and bookkeeping.
● Knowledge of BIR tax regulations, basic accounting principles, and procedures.
● Preferably Female, but Male applicants are welcome.Skills & Competencies● Proficiency in Microsoft Excel and accounting software (e.g., QuickBooks, Xero, and other accounting software).
● Strong attention to detail and a high level of accuracy.
● Ability to handle confidential information with integrity.
● Excellent organizational and time management skills.
● Good analytical and problem-solving abilities.
● Effective verbal and written communication skills.Personal Attributes● Team player with a proactive attitude.
● Willingness to learn and adapt in a fast-paced environment.
● Ability to work independently with minimal supervision.