2018
Bachelor of Science in Business Administration major in Financial Management
Bukidnon State University
More Info About Me
Detail-oriented AccounƟng and Tax Professional with over 8 years of experience in bookkeeping,
financial reporting, and tax compliance. Proven background in maintaining accurate books of
accounts, preparing financial statements, managing payroll, and ensuring compliance with BIR,
SEC, and other regulatory bodies. Experienced in Xero and QuickBooks systems, with a strong
ability to support business operations through accurate financial analysis and efficient
administrative support. Seeking to contribute accounting expertise and reliability to a growth-oriented organization.
My Skills and Competencies
SEO Virtual Assitant
Tax Planning and Filing
Social Media Management
Executive Assistant
Data Entry
Online Bookkeeping
Certificates
My Experience and Education
May 2024
-
Present
JC PREMIERE BUSINESS INTERNATIONAL INC
(Sr. Tax Officer)
**1. Data Gathering**
* Collect disbursement data from ledgers; check for withholding tax/VAT applicability.
* Review sales collections; validate VAT application.
* Reconcile disbursements vs. collections.
**2. Source Document Checks**
* Match payment vouchers with invoices/receipts.
* Validate Form 2307 accuracy vs. ledgers.
* Verify VAT and compliance on invoices.
**3. Tax Return Filing**
* **Form 0619E (EWT):** Consolidate data, prepare return, get approval, file via eFPS, notify Ms. Doris, archive soft copies.
* **Form 1702Q (Income Tax):** Compute taxable income, reclassify accounts, prepare schedules, file and document as above.
* **Form 2550Q (VAT):** Compute VAT payable, prepare SLSP, schedules, file after supervisor's approval, document.
**4. VAT Relief**
* Gather sales/purchase data; encode and validate via BIR tool; submit electronically.
**5. Alphalist**
* Compile Form 2307 data; use BIR module for validation and submission.
* **6. Compliance Management (8 Companies)**
* Keep separate records per company; monitor deadlines; coordinate with respective teams.
**7. Documentation**
* Maintain and organize records (physical/digital) for all companies.
**8. Internal Reconciliation**
* Align tax filings with books; summarize tax liabilities for management.
**9. BIR Inquiries**
* Address BIR queries; provide documentation/explanations.
**10. Training**
* Stay updated on tax laws; attend seminars.
**11. Consultancy**
* Advise on VAT computation, crediting, and other tax issues.
**12. Ad-Hoc Tasks**
* Assist in voucher encoding and invoice issuance.
2024
-
Present
Cloud Panda Ph Inc.
(Tax Officer)
• Ensure compliance with all Philippine tax laws by accurately determining the amount due and preparing and filing monthly, quarterly and annual tax return.
• Keep tax liability at a minimum by leveraging deductions, exemptions, and high-level knowledge of tax laws
• Educate fellow team members and clients on forthcoming policy changes, technical financial concepts, and best practices
• Maintain comprehensive tax records and financial data for institutional use and audits
• Meet strict deadlines to avoid late fees and penalties
• Daily and Monthly Responsibilities
• Track monthly, quarterly and annual revenue and expenses for the preparation of BIR Tax Returns.
• Create additional documentation as needed, including internal tax and forecasting reports
• Collaborate with team members to communicate tax strategies to coworkers outside of the accounting, department
• Maintain an accurate database of tax records and manage electronic bookkeeping software
• Stay updated on industry developments
2022
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2024
DDCPH CORP.
(Accounting Officer)
1. Assist the Finance Team in maintaining all financial transactions of business.
2. Prepare record day to day transactions.
3. Process, prepare and record invoices and vendor bills.
4. Verify and ensure the correct details of Financial Report
5. Assist and support inventory in preparation and maintaining inventory records.
6. Track, record and maintain expenditure records with correct details.
7. Process payroll and generation of payslip.
8. Preparing billing invoices and official receipts.
2018
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2022
Jill Santos & Company
(Senior Accounts Analyst)
1. Responsible for assisting CPAs in providing
accounting related services.
2. Maintain Records and Books of Accounts.
3. Maintain client tax compliance.
4. Maintain client SEC compliance.
5. Ad Hoc - Administrative Task
*Invoicing - Xero Accounting System
*Disbursement - Accounts Payable
*Collection - Accounts Receivable
*Liaisoning - Auxiliary services
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Executive Virtual Assistant
Assist Executives in scheduling, email management, travel arrangements, research, data entry, etc.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
SEO (Search Engine Optimization)
Optimizes website content, conducts keyword research, builds backlinks, and tracks rankings to enhance online visibility
Bookkeeping
Systematic recording, organizing, and tracking of financial transactions within a business or organization.