CPA | Accountant | BookkeeperCPA | Accountant | Bookkeeper
Jan
ID Verified$1,700
per month
($10/hour)
Profile Description
Jan Michael D. Rosaceña is a licensed Certified Public Accountant (CPA) and former Tax Associate at SGV & Co. (EY Philippine Member Firm), where he specialized in international tax, tax audits, assessments, and transfer pricing documentation. He supported clients by analyzing intercompany transactions, providing legal and technical bases to dispute tax findings, and ensuring full compliance with statutory requirements and strict reporting deadlines. Beyond his expertise in taxation, Jan Michae...
Top Skills
Skills & Expertise
Skill Levels Explained:
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Finance & Accounting
Work Experience
Tax Associate - International Tax and Transaction Services
SGV & Co. (Philippine Member Firm of EY)
Jul 2025 - Aug 2026
Key Achievements:
Assisted in tax audits and assessments, providing legal and technical bases to dispute tax findings. Prepared Transfer Pricing Documentation for related-party and intercompany transactions. Handled full-cycle tax preparation for clients, making sure that all filings complied with relevant tax codes, statutory requirements, and strict reporting deadlines. Collaborated closely with engagement teams and clients, streamlining the data collection, analysis, and validation process to drive efficient project delivery
Remote Bookkeeper
1-800 Accountant
Jul 2023 - Feb 2026
Key Achievements:
Managed full-cycle bookkeeping for 75+ U.S. small business clients using QuickBooks Online and Sage, including accounts payable, accounts receivable, payroll, and reconciliation. Prepared monthly financial reports and management summaries in compliance with GAAP, coordinating directly with U.S.-based CPAs. Oversaw bi-weekly payroll processing via Gusto, ensuring tax accuracy and compliance with state and federal regulations. Improved reconciliation efficiency by 30% through automated bank feeds and streamlined templates.
Accounts Payable and Receivable Specialist
TireConnect by Bridgestone
Jun 2022 - Feb 2025
Key Achievements:
Manage day-to-day Accounts Payable operations, supporting multiple SaaS clients across the automotive and tire industry. Prepare and process recurring invoices, ensuring accurate billing based on subscription plans, services, and account activity. Review client accounts and make billing adjustments, including credits, prorated charges, corrections, and other invoice-related changes. Reconcile invoices and payments against client accounts, investigating discrepancies and ensuring accurate account balances using QuickBooks Online and Sage . Coordinate with internal teams and clients to resolve billing discrepancies, payment issues, and invoice inquiries. Maintain accurate financial records and supporting documentation while ensuring invoices and adjustments are processed accurately and on time
Audit and Tax Associate
Immaculata Hernandez & Co. CPAs
Jul 2024 - Dec 2024
Key Achievements:
Supported tax compliance by assisting in the preparation and filing of tax-related documentation in accordance with regulatory requirements. Performed daily bookkeeping using QuickBooks Online, including recording financial transactions and maintaining accurate financial records.