Joebert Castro

U.S.

Tax Compliance

Professional with 4+ years of experience supporting federal and state tax filing, sales tax compliance, business registrations, and administrative operations. Experienced in managing high-volume workflows, compliance documentation, and cross-functional support with a strong focus on accuracy and efficiency.

Compliance Administrator - Infinity Group US, LLC

(2025-04 - 2026-04)

• Supported multi-jurisdiction sales tax compliance, tax filings, and regulatory research.
• Assisted with state and local registrations, renewals, and compliance documentation.
• Collaborated with finance teams on tax reporting, calculations, and prepaid tax allocations.
• Monitored regulatory changes and recommended updates to internal policies and procedures.

Shareholder Administrator - Bolder Phils. Ltd. Inc.

(2024-08 - 2025-01)

• Maintained accurate shareholder records and investor account information.
• Processed subscriptions, redemptions, transfers, and switches of investor shares.
• Reviewed transaction requests and supporting documents for accuracy and compliance.
• Coordinated with internal teams to ensure timely processing of shareholder transactions.

Filing Compliance Team Lead - Cleer Tax

(2022-05 - 2024-03)

• Filed 1,000+ federal and state tax returns with minimal filing errors, including Forms 1120, 1120-S, 1065, 1040, and FinCEN Form 114 (FBAR).
• Mentored junior staff on tax filing procedures, compliance requirements, and client communications.
• Provided process updates to the leadership team.
• Handled other tax services during the off-season, such as the filing of BE-12 and FinCen BOI.

Filing Compliance Associate - Cleer Tax

(2021-01 - 2022-05)

• Coordinated with Tax Preparers to support the filing of U.S. business and individual tax returns.
• Processed 10–20 daily e-file authorization requests and compliance document requirements.
• Escalated IRS notices and client correspondence to appropriate teams for timely resolution.

Audit Assistant-North Area - Wonderpark Amusement

(2019-04 - 2020-03)

• Conduct monthly field audits of the company's North Area outlets (Angeles, Olongapo, Urdaneta, Guiguinto, Balanga, and Baguio)
• Checked over 100+ gaming arcade machine inventories and assets of the branch outlet.
• Audit sales for actual compliance and determine if reports were accurate when submitted.

Audit Assistant - Savers Electronic World Inc.

(2016-02 - 2019-04)

• Conduct audits for daily sales reports submitted by branch accounting to ensure the accuracy of sales inputted in the system for 3-5 assigned branches.
• Prepares the monthly bank reconciliation report and monitors if all collections are deposited in the bank and uploaded to SAP Business One.
• Conduct a monthly audit inventory of the company's Metro Manila and provincial branches.

Finance Assistant - Blue Solutions Medical Equipment Inc.

(2014-05 - 2015-12)

• Prepared Monthly Financial Statements, sales reports, and inventory summaries for management review and assisted with other administrative duties.
• Created graphical and pie chart reports to analyze monthly sales performance and inventory trends, and managed inventory levels of Korean beauty products.

Finance Assistant / Branch Cashier - King Air FBO Inc.

(2012-08 - 2013-10)

• Prepared Monthly Financial Statements and daily cash reports using spreadsheets for branch monitoring and reconciliation.
• Served as Branch Custodian by managing cash handling, safeguarding company funds, and maintaining accurate records.
• Assisted in depositing daily cash sales to the bank and ensured timely and accurate cash balancing procedures.

Office Cashier - LausGroup of Companies

(2011-11 - 2012-04)

• Prepared daily and monthly cash reports of the business operations of a gasoline station.
• Received and reconciled daily sales remittances from Booth Cashiers.
• Also served as the Branch Custodian and managed daily bank deposits and maintained accurate cash records.

BS in Business Administration - Accounting - Holy Angel University (2007-06 - 2011-11)