Careers at Sagility

PEZA and BOI Compliance Manager – Finance, Taxation

PEZA and BOI Compliance Manager – Finance, Taxation

DUTIES & RESPONSIBILITIES:

GOVERNMENT REPORTING AND UPDATES 

• Regulatory Compliance

• Ensure full compliance with PEZA and BOI rules, regulations, and reporting requirements.
• Oversee the preparation, review, and submission of mandatory reports, permits, and certifications.
• Monitor updates in government policies and implement necessary adjustments to maintain incentives.

• Tax Incentive Management

• Manage the company’s tax incentive programs, ensuring continued eligibility and maximization of benefits.
• Prepare documentation and reports required to sustain PEZA/BOI incentives.
• Advise management on the impact of incentives on business operations and expansion plans.

• Government Liaison

• Act as the primary representative in dealings with PEZA, BOI, and other regulatory agencies.
• Coordinate inspections, audits, and site visits by government authorities.
• Build and maintain strong relationships with regulatory officials.

• Documentation & Reporting

• Maintain accurate and updated records of all PEZA and BOI registrations, permits, and approvals.
• Ensure timely renewal of licenses, certifications, and incentive applications.
• Provide compliance status reports and risk assessments to senior management.

• Strategic Advisory

• Evaluate new business initiatives for compliance implications and recommend strategies to optimize incentives.
• Support expansion projects by guiding the company through registration and accreditation processes.
• Collaborate with Finance and Tax teams to align compliance with overall fiscal strategy.

• Team Collaboration

• Train and mentor staff on compliance requirements and best practices.
• Develop internal policies and procedures to strengthen compliance culture.
• Work closely with HR, Finance, and Operations to ensure compliance across all functions.

COMPETENCY REQUIREMENTS:

A. TECHNICAL COMPETENCY:

• Knowledge of PEZA and BOI rules and regulations in a BPO environment:

Knowledgeable on RA 7916 and Omnibus Investment Code (EO No. 226) and its implementing rules and regulations. Knowledgeable on FIRB rules and regulations specifically related to BPO industry. Able to identify erroneous documents submitted when checking accuracy and existence of documentation. Able to make recommendations and resolutions on any issues or compliance matters.

• Familiarity with Company’s Methods and Procedures (M&P’s)

Able to check compliance with M&P’s based on documents submitted for validation.

2.    Able to check proper approvers of documents per Company’s financial authority policy.

B. CAREER ROLE COMPETENCY: 

• Communication

Able to write or compose effective business letter, memos and reports (e.g. incident/status reports). Able to communicate clearly (in oral or written form) in English and Filipino; able to shift language and style to fit audience (e.g. shift from Technical to Layman terms as appropriate).

• Organizing Work

Able to organize work schedule based on a given project/work assignment; able to prepare a plan of action given workload and deliver as committed. Able to coordinate and provide feedback/status on work assignments to immediate superior and other people concerned.

• Computer Literacy

Able to use the computer and its application as a tool for work (e.g. e-mail, MS office, Internet, and other software applications).

• Excellence with Passion

Driven by self-imposed urgency to optimize the use of time in the attainment of goals. Able to constantly seek to outdo oneself by achieving more and doing better than one’s prior accomplishments. Able to give the highest professional and personal standards in all that is done and take pride in the quality of one’s work and output. Able to seek recognition based on the performance and merit and actively discourage politics, and advancement based on who knows who.

• Personal Maturity

Able to demonstrate a high level of awareness of one’s strengths and limitations. Able to maintain effectiveness and composure amidst pressures and difficulties arising from opposition, unforeseen problems, and simultaneous demands from diverse tasks.

• Respect for the Individual

Able to treat each other in accordance with the highest norms of respect and fairness. Able to develop and maintain positive working and social relationships with peers, subordinates, superiors and clients. Able to deliver commitments that can truly be delivered.

• Taking the Total View

Able to define one’s role within the context of the entire business. Able to recognize how one’s output adds value to the service/product provided to the customer. Able to recognize how one’s output adds value to the service/product provided by the customer.

•  Thriving in Change

Able to empower oneself to meet the challenges of the business environment by embracing the reality that the business        environment is not static. Able to anticipate, understand, and define change and its impact on oneself and the organization. Able to trigger and support change that is assessed to be necessary and beneficial to the organization.  Able to help others/team in defining the impact of change efforts and transition through these changes. Able to establish, implement and continuously improve the quality information security policies assigned to him / her. Able to establish structure and procedures to protect classified information. Able to report information security related incidents without any delay to the right authority. Example: All information-related incidents, losses, weaknesses and software/hardware malfunctions, breaches of confidentiality.

OTHER REQUIREMENTS:

Reports to:  Associate Director – Taxation and Compliance

• Bachelor’s degree in accounting, finance, business administration, law, or related field.
• Must be a Certified Public Accountant (CPA).
• Minimum 4-6 years of experience in regulatory compliance, preferably with PEZA and BOI.
• Strong knowledge of Philippine investment laws, tax incentives, and government regulations.
• Experience in handling audits, inspections, and government reporting.
• Excellent communication, negotiation, and organizational skills.
• Background in the BPO or shared services industry is highly preferred.

Quezon City, Bridgetowne ZetaPhilippines