Total 4 job vacancies by VBP

Overview of the Role  

A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.  

Main duties include:   

• Summarize client details, set files, and add data to the financial planning software  
• Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.  
• Preparing application forms, reports, and mindmap presentations.  
• Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.  
• Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings  
• Schedule meetings, and appointments and manage travel itineraries.   
• Develop and sustain a level of professionalism among staff and clientele  
• Uphold a strict level of confidentiality  
• Other tasks as assigned by the client or team leader  

Successful applicants should:  

• Graduate of any course or other related courses but must have a passion for customer service  
• At least 2 years completion in college + 2 years of work experience  
• Proficient use of Microsoft Applications and Google Workspace  
• Excellent communication and research skills  
• Ability to self-manage and show initiative to drive results   
• Flexible; ability to multitask, adapt to changing priorities, and prioritize projects  
• Has an internet connection of at least 15 Mbps  
• Residence within Cebu or Cagayan de Oro

• 500K per incident HMO coverage + Dental & Optical benefits   
• 2-week paid Christmas vacation  
• 25K Educational Assistance   
• Training and equipment will be provided  
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM  

Overview of the Role

The Tax Accountant will oversee the full spectrum of financial, taxation, compliance, and reporting functions across multiple entities, including those held by Directors. This hands-on role requires strong technical taxation expertise and attention to detail, managing end-to-end responsibilities such as bookkeeping, management reporting, tax compliance, trust account administration, budgeting, forecasting, and coordination with banks and auditors. The Tax Accountant will work with a high level of autonomy, ensuring accuracy, regulatory compliance, and alignment with the Group’s strategic objectives.

Main duties include:

Bookkeeping 

• Carry out full bookkeeping function across all nominated entities (excluding payroll) 

• Reconcile all bank accounts and loan accounts daily. 

• Capture and process all supplier invoices and load for payment. 

• Capture and allocate all disbursements to Work In Progress (WIP). 

• Ensure all invoices are posted accurately and miscellaneous invoices are cleared. 

• Process expense claims and arrange reimbursements to Directors and staff. 

• Re-charge general overheads and manage intercompany recharges between Group entities. 

• Reconcile intercompany loan accounts. 

• Process for payment all payroll-related obligations including: 

• PAYG Withholding 

• Superannuation 

• Garnishee orders 

• Calculate and pay Payroll Tax. 

• Reconcile key clearing and control accounts. 

• Reconcile disbursements. 

• Prepare and lodge monthly BAS returns. 

• Forecast required quarterly tax instalments in the relevant BAS. 

• Ensure timely loading and payment of all ATO obligations. 

• Load for payment bi-monthly dividend payments. 

Monthly Management Reporting 

• Prepare monthly management accounts for each entity. 

• Perform month-end processing including preparation of journals for: 

• Salary accruals 

• General accruals 

• Leave and Long Service Leave accrual adjustments 

• Wage reallocations 

• Prepayments amortisation (insurance, etc.) 

• Depreciation 

• WIP movement adjustments 

• Reconcile key balance sheet accounts and investigate reconciling items. 

• Ensure accuracy and completeness of financial reports. 

• Provide commentary and insights to COO & Directors as required. 

Year-End Financial & Tax Compliance 

• Process all year-end journals necessary to finalise accounts. 

• Prepare year-end reconciliations and clear reconciling items. 

• Maintain fixed asset and tax asset registers. 

• Reconcile Director loan accounts. 

• Calculate and prepare year-end tax calculations. 

• Calculate and adjust deferred tax balances. 

• Determine dividends to declare and tax payable. 

• Prepare and lodge annual tax returns with the ATO (shall include Director owned entities) 

• Prepare working papers to support year-end financial and tax positions. 

• Calculate equity valuations. 

• Process goodwill adjustments where required. 

• Prepare and issue dividend statements. 

• Establish and implement tax planning strategies prior to year end 

Budgeting & Forecasting 

• Prepare the annual budget for each relevant entity. 

• Prepare regular cash flow forecasts. 

• Assess and determine dividend capacity throughout the year. 

• Monitor forecast vs actual performance and report variances. 

Banking & External Stakeholder Liaison 

• Prepare and provide documentation required by Westpac (or relevant lender) for loan reviews. 

• Liaise with banking representatives as required. 

• Provide documentation and reconciliations as requested. 

Trust Account Administration & Compliance 

• Administer Shakespeare Trust Account ensuring full compliance with regulatory requirements. 

• Reconcile trust account daily. 

• Request trust authorities for amounts received and load payments accordingly. 

• Maintain a ledger of amounts held in trust. 

• Ensure monthly reconciliation and sign-off. 

• Assist auditors with trust audit requirements. 

Compliance & Governance Responsibilities 

• Ensure full compliance with ATO, Corporations Act, and relevant taxation legislation. 

• Maintain accurate and complete financial records. 

• Ensure all payments are appropriately authorised and supported. 

• Safeguard confidentiality of Director and Group financial information. 

• Maintain strong internal controls and identify areas for improvement. 

• CA or CPA qualified (or equivalent). 

• Degree in Accounting, Finance or related discipline. 

• Minimum 5+ years’ experience in taxation and financial accounting. 

• Strong working knowledge of Australian tax legislation. 

• Experience preparing company, trust and individual tax returns. 

• Strong experience with BAS preparation and compliance. 

• Advanced Excel skills. 

• Experience managing multiple entities. 

• Competitive salary and performance-based bonus opportunities
• 500K per incident HMO coverage + Dental & Optical benefits 
• 2-week paid Christmas vacation
• Referral bonuses
• Opportunities for professional development and career advancement
• Supportive and collaborative work environment

• Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Gain valuable real-world work experience through an internship opportunity prior to graduation. By becoming an intern, you can significantly enhance your prospects of securing employment post-graduation. 

Join us at one of the prestigious organizations recognized as a Great Place to Work in the Philippines. Submit your application today and embark on this exciting journey!

Main responsibilities include:

• Maintains the Desktop Workstations
• Inventory and tagging of IT assets
• Handle 1st Level Support to End Users
• Installing and configuring computer hardware operating systems and applications

• Currently taking any computer course (Information Technology, Computer Engineering, Information and Communication Technology and other related courses)
• Memorandum of Agreement from the School
• NBI Clearance
• Transcript of Records
• Willing to report in VBP Cebu Office 

Overview of the Role

The Senior Document Writer is responsible for delivering high-quality documentation that supports the success of the company’s products and services. This role involves creating clear, user-friendly guides, detailed task instructions, and comprehensive workflow overviews, while ensuring all client processes are accurate, up-to-date, and aligned with VBP clients’ preferences. The Senior Document Writer also drives documentation standards, promotes best practices, and provides guidance to ensure consistency and continuous improvement across all documentation efforts. 

Major Responsibilities:

• Collaborate with the Onboarding Team and Client Collaboration Stream to document initial tasks from newly onboarded clients, including upgrades or process changes.  

• Produce high-quality, easy-to-understand documentation, including:  

• Swimlane diagrams (process flow diagrams showing roles and responsibilities) 

• Procedures/Key Steps (step-by-step task instructions)  

• Process manuals (detailed “how-to” guides for systems and tools)  

• Document existing processes and ensure all client processes are accurate, complete, and up to date.  

• Use visuals such as images, diagrams, and charts to enhance user understanding.  

• Convert training videos into structured, user-friendly process guides and manuals.  

• Support onboarding activities by contributing to the documentation required for smooth transition into BAU operations. 
• Design and develop a robust policy and controls framework to support scalability and transition to a shared services finance centre of excellence.  

• Identify process gaps and recommend improvements across expense capture, workflow solutions, and delegations of authority.  

• Partner with the Group Financial Control team to align policies and procedures with accounting standards, regulatory requirements, and operational delivery.  

• Develop business requirement definition documents to capture requirements, expected outcomes, and ensure effective handover and execution.  

• Support discovery phases to scope requirements and drive a structured onboarding approach.  

• Ensure alignment with engagement and resource models to support efficient service delivery and clear ownership.  

• Drive documentation standards, governance, and continuous improvement to ensure consistency, quality, and scalability across all documentation. 

• Complete specific tasks to document client processes and maintain/update client intranets, including: 

• Editing client training videos  

• Preparing workflows and swim-lane diagrams  

• Preparing manuals or step-by-step guides of client processes 

• Graduate of any four-year course, preferably AB Linguistics, AB Communication Arts/Mass Communication; or 
• Excellent written and communication skills in English.

• Strong working knowledge of MS Office (SharePoint, Outlook, Word, Excel, PowerPoint); 

• Basic familiarity with the following tools: 

• SharePoint/MS Office 
• Screensteps 
• Lucidchart/Visio 
• Highly organised and keen attention to detail. 

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​