Specialist, Tools and Access Management

At Athena, we empower possibility through transformative delegation. True leaders reflect on what they want in life and map the path to get there. We clear the way by pairing exceptional Philippine-based EAs with our driven clients and ensuring both receive ongoing support throughout the journey. The result is 10x more leverage, more time, and a greater impact on our clients' work and lives.

With a waitlist growing by the day, Athena has already showcased compelling demand. As part of the Athena team, you will have an exponential opportunity, empowering the fiercely ambitious to reach the most audacious goals.

Role Overview

The Finance Specialist role offers exceptional opportunities to work with a global Company. This role will help empower the Company to consistently meet and exceed compliance with the government but also participate in its expansion activity and various ongoing projects. Additionally, the Specialist plays a proactive role in identifying and capitalizing on available tax incentives, strategically positioning the Company to optimize its financial advantages while maintaining a steadfast commitment to regulatory compliance.

Duties & Responsibilities

• Ensure the timely filing/submission and payment of compliance requirements of the entity and its affiliates to regulatory and tax agencies

• Ensures accurate tax computation for filing to tax authorities on a monthly/ quarterly/ annual basis as well as during audit

• Monitor the renewals of business permits of the entity and its affiliates

• Monitor the application of Company to various registrations with government agencies necessary for the business such as but not limited to registration of new entity/branch, tax incentives, etc.

• Assist in addressing and managing tax notices and assessments including robust document and schedule preparation, proprietary assessment of the findings, and review the draft reply/protest letters for review of Tax Manager before submission to tax authorities

• Highlight improvement areas on the team’s current process and propose solutions

• Assist in the transfer pricing requirements

• Maintain relationships with external government agencies and external support suppliers (law firms, audit firms, accounting firms)

• Participates in internally-driven projects and initiatives

• Participates in tax seminars and symposiums to keep abreast of current tax laws

• Other ad hoc tasks such as providing advisory services to internal stakeholders on matters relating to compliance

Key Stakeholders

• Tax and Compliance team

• Support team

• C-Suite

Skills and Competencies

• CPA is required; Juris Doctor is preferred but not required

• Global tax experience is required

• Highly knowledgeable in PH taxation, and regulations and investment promotion agencies such as PEZA or BOI.

• Prior experience working with accounting systems such as Quickbooks or Sage is preferred

• Strong familiarity with productivity tools such as Microsoft Office Suite (365) and Google Suite

• Prior experience using database tools and spreadsheet software such as MySQL, Excel, and Google Sheets is a plus

• Strong critical thinking and analytical skills

• Willingness to collaborate with internal teams to gather necessary information

• Ready to actively engage in on-site activities and legwork required for government registrations, demonstrating a hands-on and proactive approach

• Willing to adapt to a fast-paced environment

• Must be a resident or willing to be relocated within Metro Manila

• Willing to work in a virtual environment, full time or 40 hours per week

Relevant Experience Required At least 4 to 6 years prior experience in handling the same function

Educational and Certification Requirements A Bachelor’s Degree in Accountancy

Direct Reports and Span of Control

This role will be responsible for one or two Analysts.