Leonardo Jose Email & Phone Number

Taguig, National Capital Region, Philippines

Laguna, Calabarzon, Philippines

• Manage the daily operations of the client-facing tax consultants and tax analysts across the different branches located in Sta. Rosa City, San Pablo City and Cabuyao, Laguna and Ligao City, Albay to ensure that the.
• Maintain good relationship with the clients and companies across different industries.
• Review all tax returns vis-à-vis identifying tax saving opportunities, analyzing tax issues and recommend corrective actions / effective tax strategies to mitigate tax risks.
• Manage the end-to- end process of clients’ BIR audits i.e. from the issuance of LOA up to the settlement of tax liabilities.

Mandaluyong, National Capital Region, Philippines

• Managed multiple functional areas in day-to-day controllership operations including Time and Expense, Payroll, Record to Report, Order to Cash and Requisition to Pay.
• Collaborated with different support groups -- Global Tax, Employee Tax and Immigration and external tax counsels for effective corporate and individual tax planning strategies that the company wishes to adopt without.
• Collaborated with Accenture’s Global CIO teams on special projects involving various SAP systems configuration to meet the reportorial requirements of Bureau of Internal Revenue and Philippine Economic Zone Authority.
• Worked closely with the external auditor in the preparation and finalization of local GAAP financial statements.
• Provided some assistance to the Finance Director and Country Controller in reviewing and evaluating complex specific accounting and tax treatments to mitigate internal control and compliance risks.
• Worked with Regional Tax Lead and Global Tax Operations in the preparation of tax forecasts and tax packages to ensure Accenture Philippines’ compliance with US GAAP Income Tax Accounting rules under ASC740.

Mandaluyong, National Capital Region, Philippines

• Managed multiple functional areas in day-to-day controllership operations including Time and Expense, Payroll, Record to Report, Order to Cash and Requisition to Pay.
• Worked with Regional Tax Lead and Global Tax Operations in the preparation of tax forecasts and tax packages to ensure Accenture Philippines’ compliance with US GAAP Income Tax Accounting rules under ASC740.
• Worked with Accenture’s Global CIO teams on projects involving SAP configuration to meet local regulatory and tax requirements.
• Worked closely with the external auditor in the preparation of local GAAP financial statements.

Mandaluyong, National Capital Region, Philippines

• Worked with Regional Tax Lead and Global Tax Operations in preparation of tax forecasts and tax packages to ensure Accenture Philippines’ compliance with US GAAP Income Tax Accounting rules under ASC740.
• Supervised Controllership Analysts in day-to-day operations of the Philippines Controllership functions related to Tax.
• Worked with APAC Intercompany Contracts Group on Intercompany Settlement Package and in resolving issues related to Delivery Center transfer pricing and overhead rates.
• Administered the filing and reconciliation of Corporate Income Tax Returns and local taxes, ensuring compliance to the National Internal Revenue Code prior to their remittances to the local tax bureau.
• Prepared financial results with local relevant finance teams and external auditors, for review with the Country Controller Lead.

Makati, National Capital Region, Philippines

• Prepared monthly Intercompany Settlement Forms and liaise with the Intercompany Contracts Group (ICG).
• Prepared various tax working papers such as Expanded and Final Withholding Tax, Fringe Benefit Tax, VAT and Income Tax Returns for review with the Controller Lead prior to their filing with the Philippine local tax.
• Prepared monthly analysis of Balance Sheet Key Accounts.
• Submitted Quarterly Balance Sheet Reviews and related schedules to the Global Controllership.
• Assisted the Country Controller on External Audit matters in coordination with the external auditor, KPMG.

Makati, National Capital Region, Philippines

• Processed and administered the payroll processing and expense claims of Independent Contractors.
• Processed employee expense claims (both local and foreign travel expenses) claimed via APAC ARTES and ensure compliance with Accenture Policies.
• Prepared the reconciliation, processing, filing and remittance of Creditable Income Taxes, Final Income Taxes, Input and Output VAT, VAT Withholdings, Fringe Benefit Tax and Local Government Fees.
• Administered the reconciliation and recording of transactions related to Cross Border Finance.

Higher National Diploma, Diploma Of Leadership And Management

Bachelor'S Degree, Accounting, Graduated Cum Laude