Specialist, Accounting (Tax, Reporting & Insurance)

Position Objective: This statement should be a general summary of the responsibilities listed in the next section.

Handle Life Insurance & Project

Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and regulations.

Support for Accounting Project

Roles and Responsibilities Describe specific key functions of the position or the essential areas of responsibilities, listing the most important first.

Begin each statement with an action verb Describe what, how, and why role/responsibility is performed.

Indicate average percentage of time each responsibility takes.

1. INSURANCE

1.1 Compensation

- Manage, monitor, analyze and control GL accounts timely, proactive and regularly to update to life insurance transactions (compensation, allowances….) and coordinate with the related division to support setup agency system.

- Tracking and control to ensure compensation expense align with approval budget and actuarial pricing.

- Reconcile balance with partners and internal sales team and verify debt balance or balance payable when required.

- Prepare compensation report of all distribution channels: agency and all partnership distribution channel.

1.2 Tax & Reporting:

- In charge of preparing local reports and submitting to authorities

- Support and provide guidelines to users according to the tax guidelines of company and regulators

- Identify tax risk to minimize risks for Company

- Support to work with tax authorities if any

- Prepare the assigned report to Local authorities and Group.

2. PROJECT

- Participate in negotiation of contract terms and conditions for expanding premium collection.

- Planning, executing and successfully completing projects assigned by line manager.

3. OTHER

- Prepare other & adhoc reports as requested by manager.

• Communication Requirements

- Internal: Careful and responsible for work, willing to help others.

- External: Good communication and problem-solving skill.

• Minimum Job Requirements:

- Education: Bachelor degree in Economics/Finance.

• Experience

- At least 2-3 years’ experience as Life Accountant.

- Deeply understand about insurance business law

- Knowledge of accounting and bookkeeping procedure.

• Skills required:

- Good computer skill in Excel, Word and Power Point.

- Strong organizational and time management skills

- Excellent attention to detail and accuracy.