Junior Certified Public Accountant

Sample Job Description

Job Title: Junior Certified Public Accountant (CPA)

Department: Finance or Finance and Accounting

Reports To: Senior Accountant or Finance Manager

Job Summary:

The Junior Certified Public Accountant supports the finance and accounting team in maintaining accurate financial records, ensuring compliance with tax and regulatory requirements, and assisting in financial reporting and analysis. The role focuses on executing core accounting processes, preparing supporting financial documentation, and assisting senior finance staff in monitoring financial performance. The position provides exposure to financial operations, tax processes, and reporting activities while developing strong accounting and analytical skills.

Key Responsibilities

Financial Reporting Support

● Assist in the preparation of monthly, quarterly, and annual financial reports such as profit and loss statements, balance sheets, and cash flow summaries.

● Prepare supporting schedules and reconciliations for financial reports.

● Assist in analyzing financial data and identifying discrepancies or unusual variances.

Accounting Operations

● Record financial transactions accurately in the accounting system.

● Assist with accounts payable and accounts receivable processing.

● Process AP vouchers and record customer payments.

● Perform vendor, bank, and account reconciliations.

● Prepare basic general ledger journal entries for review by senior accountants. ● Assist with monitoring AR and AP aging reports.

● Support invoice processing and documentation management through financial portals or internal systems.

Sample Job Description

Tax Compliance Support

● Assist in preparing tax documentation for VAT, income tax, and other regulatory filings. ● Ensure financial records and documentation required for tax compliance are organized and accurate.

● Coordinate with senior accountants to support the timely submission of tax filings.

Budgeting and Financial Analysis

● Assist in gathering financial data required for budgeting and forecasting activities. ● Prepare reports and schedules used in financial performance tracking.

● Support the finance team in monitoring expenses and budget utilization.

Audit and Compliance

● Maintain accurate financial documentation and records for audit purposes. ● Assist in preparing schedules and documentation required during internal or external audits. ● Follow internal accounting controls and company financial policies.

Inventory and Financial Data Support

● Assist in tracking inventory-related financial transactions and documentation. ● Support reconciliation of inventory receipts and costing records when required.

Collaboration and Administrative Support

● Work closely with the finance team to maintain accurate financial data and reporting. ● Coordinate with internal teams to collect financial information required for accounting processes.

● Assist with process documentation and continuous improvement of accounting workflows.

Qualifications:

● Education

• Bachelor’s degree in Accountancy.

• Licensed Certified Public Accountant in the Philippines.

● Skills and Capabilities

• Basic knowledge of financial reporting, accounting principles, and tax compliance. • Familiarity with accounting systems such as QuickBooks, Xero, or similar platforms. • Proficiency in Microsoft Excel for data tracking and reporting.

Sample Job Description

• Strong analytical and numerical skills.

• Good organizational and time management skills.

● Personal Traits

• High attention to detail and accuracy in financial data.

• Strong sense of accountability and integrity.

• Willingness to learn and develop technical accounting skills.

• Ability to work effectively in a team environment.

• Clear communication skills when working with internal stakeholders.

● Prior Experience

• 1 to 2 years of accounting, finance, or audit experience.

• Internship experience in accounting, auditing, or finance is advantageous.

• Exposure to financial reporting, reconciliations, or tax documentation is beneficial. • Experience in retail, e-commerce, or similar industries is advantageous but not required.

Note:

● This is a sample JD and may need adjustment based on the specific needs and requirements of your organization. Clear identification of which skills are non-negotiable and which are preferred but not required is requested to enable more effective research recommendations.