HENRY BERNAL, US Tax Consultant

HENRY BERNAL

US Tax Consultant

Pricewaterhousecoopers

Location
Philippines
Education
Diploma, Certified Public Accountant
Experience
30 years, 4 Months

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Work Experience

Total years of experience :30 years, 4 Months

US Tax Consultant at Pricewaterhousecoopers
  • Saudi Arabia - Dhahran Al Janoub
  • January 2015 to May 2017

Prepare Federal, State and local individual income return. Answer client's questions and queries relating to their filing of their returns. Assist in answering IRS audit findings of clients income tax return. Prepare tax equalization to be used by the client's sponsor or compay as a guide for the deduction of monthly witholding tax and to have a comparison if it is more beneficial to work on foreign assignments. Assist in uploading and downloading of returns and related documents to Global Office (pwc secured website). Assignment focus exclusively on Saudi Aramco American expatriates.

Accountant at Meshal Alakeel Law Firm with affiliation with Hourani and Associates
  • Saudi Arabia - Riyadh
  • January 2013 to January 2015

Handling payments/disbursements of the firm. Controlling the out of pocket expenses for proper charging to the respective clients. Prepares monthly payroll. Coordinates with the office manager for the collectibles/receivables of the firm. Prepares ageing of receivables. Assists in the preparation of the financial statements. Liaise with the external auditors and prepares supporting schedules of their audit. Does other functions as maybe assigned from time to time.

Compliance Chief Supervisor at Gulf Union Cooperative Insurance Company
  • Saudi Arabia - Eastern Province
  • October 2009 to June 2011

Reporting to the Compliance Officer to ascertain the compliance and implementation of all instructions and rules and regulations mandated by the government regulatory bodies such as SAMA, CCHI, DZIT and CMA. Reports on individual findings and periodic summaries and suggests means of correction. Maintain a follow-up system on deficiencies noted and determine the adequacy of responsive action taken. Identify areas requiring special attention by management.

US Tax Specialist at PricewaterhouseCoopers
  • Saudi Arabia - Riyadh
  • February 2004 to May 2009

Meeting with clients to gather tax information and documents for the preparation of their individual income tax return. Prepares Federal, State and Local Income Tax Return. Answer clients questions and qeuries, if any, relating to their filing of their returns. Assists in answering Internal Revenue Service (IRS) audit findings relating to the preparation of client's income tax return. Prepares tax equalization to be used by the client's sponsor if it is more beneficial to work on foreign assignment and in the calculation of withholding tax.Assists in uploading and downloading of returns and related documents to Global Office (PwC secured website). Assignment focused on the following company sponsored clients:

- Exxonmobil Corporation
- Carnegie Mellon University - Qatar
- Virginia Commonwealth University - Qatar
- Texas American University of Qatar
- WCMC Qatar
- Georgetown University - Qatar
- Motorola
- Pepsico
- Four Seasons Hotel
- Riyadh based US Expats

Claims Administrator at King Fahd National Guard Hospital
  • Saudi Arabia - Riyadh
  • August 2003 to January 2004

Responsible for reviewing medical claims of various insurance companies. Checks the daily transactions in the Billing System as to the validity and authenticity of each transactions. Reviews monthly incentives of physicians, management and staff prior to submission to the finance department for payment. Reviews various request of payment before submission to the finance department.

Senior Accountant at Layali Al Ruwad Co. Ltd.
  • Saudi Arabia - Riyadh
  • June 1993 to March 2003

Responsible for keeping the books of accounts of the company whose main business is banquet, catering & trading business. Prepares monthly management report. Prepares year end financial statements and supporting schedules for audit. Liaises with the company auditors and provide assistance, as necessary, to complete the audit. Performs specific accounting functions.

Accountant at Alwasat Trading & Contracting Co. Ltd.
  • Saudi Arabia - Riyadh
  • April 1991 to March 1993

Responsible for keeping the books of accounts of the company whose main business is trading & contracting. Prepares Balance Sheet report. Control of L/C openings for all projects. Books the cash administration for Dharan and Riyadh site. Assists External Auditors in the conduct of their audit. Monitoring of project expenses. Booking and control of outgoing and incoming vouchers issued by the storekeeper.

Internal Auditor at Toyota Quezon Ave., Inc.
  • Philippines
  • June 1990 to March 1991

Responsible for establishing and maintaining the effective system of internal control. Reviews and appraises the adequacy and application of accounting, financial and operating controls. Ascertain the extent of compliance with the established company policies and procedures. Determines the reliability of accounting and other records. Determines compliance with applicable laws and requirements of all government bodies. Reports on individual audit findings and periodic summaries and suggests means of correction. Maintain a follow-up system on deficiencies noted and determine the adequacy of responsive action taken. Identifies areas requiring special attention by management.

Senior Accountant at Yalung Group of Companies
  • Philippines
  • March 1989 to February 1990

Responsible for the maintenance of books of accounts of one of the company under the group. Coordinates in the preparation of financial statements and other management report and reportorial requirements of the different government agencies. Analyze and review the financial statements.

Cost Accountant at Greenwich Foods Inc.
  • Philippines
  • July 1984 to February 1989

Responsible for the food cost computation and control report. Recording and tabulating of all physical movement of goods and inventory within the commissary indicating accountabilities issued to outlets/branches, bakery and kitchen section. Monitoring of all items movement within the commissary.

Education

Diploma, Certified Public Accountant
  • at Philippine Institute of Certified Public Accountants
  • May 1987

Passed the CPA licensure examination given and regulated by the Philippine Professional Regulation Commission

Bachelor's degree, BSBA - Accounting
  • at University of the East
  • March 1984

Obtained Bachelors degree in Business Administration major in Accounting

Specialties & Skills

Movement
Administration
Government
MS Applications, MCBA Accounting Software, POS - Point of Sale
Bookkeeping

Languages

English
Expert
Arabic
Intermediate

Memberships

Philippine Institute of Certified Public Accountants - Riyadh Chapter
  • Member, in good standing
  • January 1998

Training and Certifications

Seminar on Competence in the Corporate Scene: In Focus: Emotional Intelligence (Certificate)
Date Attended:
June 2002
Valid Until:
June 2002
Seminar on 2010 Income Tax Law & Zakat Update (Certificate)
Date Attended:
November 2009
Valid Until:
November 2009

Hobbies

  • Farming and baking