Jon Luigi Matriz
Tax Accountant
Legazpi, Province of Albay
Summary
Luigi is a Certified Public Accountant with almost two years of professional experience that specialized in tax consulting, compliance, and strategic tax planning. Luigi developed skills in analyzing complex financial statements for to search for tax discrepancies or gaps, conducting comprehensive tax health checks, and providing tax due diligence advice. With this, Luigi is capable to providing insightful tax research, findings, and tax planning opportunities for clients.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Tax Associate
Isla Lipana & Co
01.2023 - 01.2025
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Conducted tax health checks on all tax types for different clients under the insurance and manufacturing industry
- Participated and assisted in multiple tax due diligence engagements involving mergers & acquisitions
- Assisted clients in securing the Certificate Authorizing Registration ("CAR") involving tax-free exchanges (i.e. Mergers, transfers of real property)
- Assisted clients in securing a certificate of entitlement ("COE") of tax treaty benefits through filing requests for confirmation ("RFCs") and tax treaty relief applications ("TTRA").
- Assisted clients in filing tax appeals to the commissioner of internal revenue ("CIR")
- Prepared income tax calculations and assisted clients in filing the annual income tax return
- Assisted in conducting income tax return reviews for clients before they file the annual income tax return
- Assisted clients in handling BIR tax assessments and participated in drafting replies to BIR notices
Education
Bachelor of Science - Accountancy
University of Santo Tomas
España Boulevard, Sampaloc, Manila 08.2018 - 06.2022
Skills
Tax-related research skills
Tax audit procedures
Verbal/written communication skill
Tax law knowledge
Financial statement review
Interpersonal strengths
Tax advising
Tax consulting
Certification
Certified Public Accountant
Timeline
Tax Associate
Isla Lipana & Co
01.2023 - 01.2025
Certified Public Accountant
10-2022
Bachelor of Science - Accountancy
University of Santo Tomas
08.2018 - 06.2022
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