Jonelle Sundiam

Experience

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  Ong Ordonez & Associates CPA

  Nov 2011 - May 2012

  Auditor

  Duties and Responsibilities1. Prepares financial working paper and audit reports2. Developing professional relationship with the clients3. Keeping a track of the client's accounts and assisting them about their routine accounting functions4. Preparing audit reviews after detailed checking of the client accounts5. Solve all complex auditing issues within the framed time6. Design, manage, and ensure the accuracy of the financial statements7. Prepare and analyze all accounting and financial records8. Interact with the clients and assist or solve their queries in a timely manner9. Coordinate with the clients to perform tests on all internal controls of the organization10. Prepare financial reports and suggest the appropriate estimates11. Ensure that all the transactions are undertaken with respect to the laws decided by the government12. Address clients’ needs and maintains clients’ file.13. Take charge of all licensing requirements (SEC, BIR, BOC, LGU)14. Take charge and prepares all of the client’s tax returns (all internal revenue taxes)15. Tax audit and Tax advisory (Tax Planning)16. Due Diligence engagements Show less

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  Philippine Seven Corporation

  Jul 2012 - Apr 2015

  Tax Supervisor (Tax Specialist II)

  Duties and Responsibilities1. Studies possible tax exposure of the company and how can be legally avoided in the future.2. Reviews contracts, proposed transactions and special projects, their related tax implications and recommend the most tax-efficient way of carrying those out.3. Reviews the company’s tax returns for each period to ensure that these are properly handled before they are filed.4. Reviews the propriety of numbers reported in the monthly and annual reportorial requirements submitted to the BIR.5. Supervise and monitor payment of local business taxes, real property taxes, annual registrations and business permits with the respective tax authorities.6. Coordinates with external consultants on tax issues/matters requiring professional advice or expert opinion.7. Provides continuing advice and communicate various issues to all Corporate & Franchise stores of 7-Eleven regarding tax matters.8. Provides timely and accurate and tax-efficient fillings and remittances of tax obligations.9. Continuous update and educate of the company’s management and staff of new tax developments.10. Develops a plan for improvement of the company’s tax compliance policies, practices, and procedures.11. Provides tax management plan to lessen the exposure of the company.12. Handles Company’s Letter of Authority (LOA), Letter Notice (LN), & VAT Audit. Show less

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  Sole Proprietor

  Apr 2015 - Aug 2015

  Individual Tax Practitioner
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  Bernaldo Directo & Po Law Offices / R. S. Bernaldo and Associates

  Aug 2015 - Mar 2017

  Senior Tax Consultant

  Duties and Responsibilities1. Provides supervision and control over the work of Tax Associates and Senior Tax Associates and sees to it that engagements are properly handled in accordance with the prescribed service qualities of the Firm.2. Handled Engagements:a. Tax Studyb. Corporate Registration c. Corporate Amendments (Corporate Name, Address, Purposes, Capitalization)d. Transfer of Shares e. Bureau of Internal Revenue and Department of Finance VAT Refundf. Corporate Dissolutiong. Tax Assessmenth. Filing and Securing BIR-ITAD Rulingi. Securing Tax Exemption Rulingj. PCNC Accreditationk. PEZA Registrationl. BOI Registrationm. Corporate Restructuringn. Merger and Consolidationo. Estate Taxationp. Income Tax Return Preparation and Reviewq. BIR Tax Compliance Auditr. Seminar Preparation and Seminar Speakers. Tax Planning and Due Diligence Engagements Show less

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  Motortrade Nationwide Corporation/ Motortrade Group of Companies

  Mar 2017 - Oct 2017

  Tax Compliance Manager

  1.Studies possible tax exposure of the company and how can be legally avoided in the future.2.Reviews contracts, proposed transactions and special projects, their related tax implications and recommend the most tax-efficient way of carrying those out.3.Reviews the company’s tax returns for each period to ensure that these are properly handled before they are filed.4.Reviews the propriety of numbers reported in the monthly and annual reportorial requirements submitted to the BIR.5.Supervise and monitor payment of local business taxes, real property taxes, annual registrations and business permits with the respective tax authorities.6.Coordinates with external consultants on tax issues/matters requiring professional advice or expert opinion.7.Provides continuing advice and communicate various issues to all Corporate stores of Motortrade regarding tax matters.8.Provides timely and accurate and tax-efficient fillings and remittances of tax obligations.9.Continuous update and educate of the company’s management and staff of new tax developments.10.Develops a plan for improvement of the company’s tax compliance policies, practices, and procedures.11.Provides tax management plan to lessen the exposure of the company.12. Handles Company’s Letter of Authority (LOA), Letter Notice (LN), VAT Audit of all the companies of Motortrade Group of Companies.13. Handle DTI Accreditation for Service Shop.14. Prepares Corporate Documents/Reports like General Information Sheet, Increase in Capital Stock, Issuance of Dividends, Amendment of Articles, Secretary Certificate.15. Seminar speaker for an internal house seminar of the company.16. Handles the document scanning and filing of all the documents and accountable forms of all Motortrade companies.17. Filing and Securing BIR ruling regarding grey area transaction of the company.18. Preparing Financial Statements and other reports of the small companies under the Motortrade Group. Show less

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  Infinnum & Continnum Inc.

  Nov 2017 - Dec 2019

  Head of Tax Consulting Services (Senior Tax Manager)

  Duties and Responsibilities1. Provides supervision and control over the work of Junior Tax Managers, Team Leaders and Tax Associates and sees to it that engagements are properly handled in accordance with the prescribed service qualities of the Company/Firm.2. Handled Engagements:a. Tax Study and Request for BIR rulingb. Due Diligence per transactionc. Incorporationd. Tax Assessmente. Corporate Restructuringf. Computerized Accounting System Design and Registrationg. Estate Taxationh. Income Tax Return Preparation and Reviewi. Mission Orders3. Directly reporting with the president of the company and the board of the clients;4. Studies possible tax exposure of the client and how can be legally avoided in the future.5. Prepares strategies and creates migration plan for the client to be compliant.6. Prepares execution plan on how to implement internally the findings per tax study.7. Review accounts, proposed transactions and special projects, their related tax implications and recommend the most tax-efficient way of carrying those out.8. Provides continuing advice and communicate various issues to all clients.9. Continuous update and educate of the company’s clients and our staffs of new tax developments.10. Assist the client on how to handle Letter of Authority & Mission Order and prepare the company and assist the same during the actual operation of LOA and MO.11. Develops a plan for improvement of the client’s tax compliance policies, practices, and procedures. Show less

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  Monark Equipment Group of Companies

  Dec 2019 - now

  Group Tax Manager