Jea Marie Perez
Certified Public Accountant
Dumaguete City,NER
Summary
Dedicated accounting professional with a history of exceeding company goals through a consistent and organized work ethic. Adept in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
2
2
Certificates
Work History
Senior Tax and Regulatory Accounting Specialist
AXA Philippines
Bonifacio Global City, Taguig
08.2021 - Current
- Ensures accurate and timely filing of regulatory reports and payments to the Insurance Commission (IC), Bureau of Internal Revenue (BIR), Bureau of Fire Protection (BFP), and various Local Government Units (LGUs).
- Worked closely with Tax and Regulatory Accounting (TRA) Officer and TRA Manager to maintain optimum levels of communication to effectively and efficiently complete projects.
- Exceeded goals through effective task prioritization and great work ethic.
- Assists in responding and taking actions on letters received from regulatory agencies
- Coordinates/assists in the periodic examinations/audits conducted by regulatory agencies
- Consults with regulatory agencies for clarification on specific provisions of laws and regulations
- Assists in the annual filing of Audited Financial Statements and Statement of Management Responsibility to the SEC
- Ensures the timely and accurate filing of tax returns and their attachments
- Updates the team with new BIR regulations/developments that could impact the business
- Reviews vendor contracts to ensure proper tax handling
- Files tax treaty relief applications to BIR (TTRA, CORTT)
- Liaises with tax consultant for any tax queries/consultations
- Assists in internal and external audits
- Prepares other reports as requested by the Management/Board.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Participated in team-building activities to enhance working relationships.
Experienced Tax Associate
SGV & Co.
Makati City, Metro Manila
12.2019 - 07.2021
- Oversaw a team of tax professionals handling a big food manufacturing company
- Assisted businesses with provisions, tax issues, to comply with tax regulations and reduce audits.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Interviewed various clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Education
Bachelor of Science - Accountancy
Silliman University
Dumaguete City, Negros Oriental 06.2015 - 03.2019
Skills
Accounting and finance
undefinedCertification
Certified Public Accountant
Timeline
Senior Tax and Regulatory Accounting Specialist
AXA Philippines
08.2021 - Current
Experienced Tax Associate
SGV & Co.
12.2019 - 07.2021
Certified Public Accountant
10-2019
Certified Financial Markets Professional
06-2018
Bachelor of Science - Accountancy
Silliman University
06.2015 - 03.2019
Similar Profiles
Vincent Ruel LuchanaVincent Ruel Luchana
Financial Advisor at AXA PhilippinesFinancial Advisor at AXA Philippines
CLARIZZA GUDACLARIZZA GUDA
Financial Advisor at AXA PHILIPPINESFinancial Advisor at AXA PHILIPPINES
Revelyn LalapRevelyn Lalap
Financial Associate at Axa PhilippinesFinancial Associate at Axa Philippines