1. To perform audit on financial statements and other related records of the SM INVESTMENTS CORP. (SMIC), HOLDING COMPANIES, INVESTMENTS PORTFOLIO, NON-RETAIL AND PERSONAL ACCOUNTS under tax audit examination to ensure their compliance with existing tax laws and regulations, evaluate tax exposure and protect the interest of the companies under examination.

2. To review the quarterly and annual income tax return (ITR) of SMIC and SMRI before final submission to the BIR to ensure that the computation of tax liabilities are made in accordance with existing tax laws and regulations.

3. To provide an informative tax review and opinion of the various contracts of SMIC and SMRI

A. EXTERNAL AUDIT

1. To perform activities pertaining to BIR examination
2. To check the availability of the records for requirements indicated on the checklist attached in the Letter of Authority
3. To prepare request letter for additional requirements needed for the examination
4. To prepare docket containing requirements for tax examination
5. To coordinate with accounting department for the submission/completion of all the documentary requirements needed for the audit
6. To summarize and analyze all the mandatory requirements gathered
a. Monthly summary of value added tax returns
b. Monthly summary of withholding tax returns on compensation
c. Monthly summary of withholding tax returns on expanded
d. Monthly summary of final withholding tax returns
e. Monthly summary of other tax returns
7. To analyze and review the tax returns, financial statements as well as supporting documents needed for the audit
8. To prepare summary of audit findings obtained through documents gathered
9. To maintain well-organized BIR masterfiles
10.To collate the payment form and official receipts for payment of deficiency tax of all settled tax case
11.To discuss with proper BIR authority issues raised during examination
12.To prepare protest letter on the issues raised by the BIR examination


B. INTERNAL AUDIT

To prepare a well-detailed report in the review of the quarterly and annual income tax return. Review notes with possible tax exposure were properly communicated for proper compliance and action.

C. TAX OPINION

To provide an informative tax review and opinion of the various contracts.

Certified Public Accountant (CPA)

Excellent in MS Excel, MS Word, written and oral communication.

BS Accountancy

With 4 year experience in handling external and internal audit and review of contracts.

1. To perform external audit (for tax audit examination)
2. To perform Internal audit (for review of ITR)
3. To provide tax opinion on contracts