Tax and Compliance Head

Tax & Compliance Head (CPA)

Level: Equivalent to Assistant Accounting Manager
Reporting to: Accounting Manager
Supervises: Tax Compliance Team (coordinates with GL, Sales, and Bank Reconciliation teams)

Primary Role

The Tax & Compliance Head (CPA) ensures strict compliance with tax laws, BIR requirements, and CAS (Computerized Accounting System) regulations. This role serves as the company’s primary lead during BIR audits and provides oversight, guidance, and improvements to tax and accounting practices, aligning them with statutory, regulatory, and industry best practices.

Key Responsibilities

Tax Planning & Compliance

• Ensure timely and accurate filing of all BIR returns (VAT, EWT, Income Tax, Documentary Stamp, etc.)

• Ensure compliance with BIR Large Taxpayer Audit Division (LTAD) requirements and other regulatory bodies

• Monitor the tax calendar and enforce reminders for deadlines

• Oversee preparation of schedules and reconciliation of taxes vs. books

CAS (Computerized Accounting System) Compliance

• Serve as project lead for CAS compliance readiness and implementation

• Ensure reports, invoices, and receipts adhere to BIR-approved formats

• Develop and enforce internal controls to reconcile records with CAS outputs

• Conduct periodic validations and testing of CAS-generated reports for accuracy and compliance

Review & Approval

• Review and validate all tax returns prepared by staff prior to submission

• Approve reconciliations between tax reports and GL balances

• Review and recommend improvements in current tax and accounting practices across branches

• Develop checklists and manuals to ensure consistency across all 430 branches

• Coordinate corrective actions with the Accounting Manager

Advisory & Updates

• Provide guidance on tax exposure, risks, and savings opportunities

• Assist in planning transactions to minimize tax liabilities while ensuring compliance

• Monitor changes in tax laws, regulations, and BIR issuances

• Serve as internal consultant on tax and compliance matters

Audit Handling

• Prepare schedules, reconciliations, and documentation for BIR audits

• Coordinate with external auditors, consultants, and legal counsel on tax-related concerns

• Lead internal reviews to minimize risks of non-compliance and penalties

• Act as the company’s lead during BIR audits, coordinating with internal teams and auditors

• Recommend and implement corrective measures based on audit findings

Coordination & Reporting

• Coordinate with GL and Bank Reconciliation sections for data consistency

• Prepare monthly and quarterly tax compliance reports for management

• Ensure accurate and timely remittance of taxes withheld/collected from 430 branches nationwide

Team Supervision & Development

• Supervise, mentor, and train tax compliance staff/analysts

• Provide technical guidance on new regulations and tax issues

• Conduct training sessions on CAS usage, BIR compliance, and audit readiness

• Ensure team performance aligns with deadlines and quality standards

Oversight & Support

• Ensure accuracy and timeliness of assigned section’s deliverables

• Assist in preparation of financial reports

• Support the Accounting Manager in projects and other initiatives

• Perform other related tasks as assigned