Tax Advisor

Introduction to Diakonia

Diakonia’s mission and overall goal is to change unfair structures – political, economic, social and cultural – that generate poverty and inequality, as well as oppression and violence. We work with local partner organisations, movements and other actors to fulfil the right to a life in dignity for all people – regardless of their age, class, disability, ethnicity, gender, nationality, political conviction, religion or sexual orientation and identity.

Diakonia is seeking an experienced Tax Advisor to provide payroll, NSSF, EOSI, and tax services for year 2025.

Terms of Reference

Payroll Computation

• The processing, on a monthly basis, of salaries and deductions from list of individuals to be supplied by Diakonia. The processing will be in accordance with instructions given by Diakonia;

• The transmission of the processed information will be communicated through email, to Diakonia or another party if directed by Diakonia;

• The maintenance of a separate file contains the above information;

• As instructed by Diakonia, the provider shall prepare from time to time a summary of payments made to individuals and its related contributions in order to assist Diakonia with its calculation of its end-of-service benefits; and

• The remittance of payroll schedule to the list of individuals (and for the amounts) supplied by Diakonia on a monthly basis.

Payroll Tax

• Registration and de-registration of employees in the MOF

• Monthly Payroll Tax Calculation

• Quarterly Payroll tax returns

 Based  on  the  payroll  information   received  from  Diakonia,  the provider   will  assist  in  the preparation, filing and payment of payroll tax returns on salaries in line with Lebanese Legislation, each quarter before the 15th of the following month.

• Annual payroll tax reconciliation and individual payroll tax returns

 The provider will assist Diakonia in the preparation and filing of the Annual Returns Reconciliation (R5 form), Annual Individual Tax Returns (R6 form per employee), and R7.

NSSF Services

• Registration and de-registration of employees in NSSF

• Monthly NSSF Calculations

• Quarterly NSSF calculations and declarations

Based  on  the  payroll  information   received  from  Diakonia,  the provider   will  assist  in  the preparation, filing and payment of  NSSF on salaries in line with Lebanese Legislation.

• Annual NSSF reconciliation

 The provider will assist Diakonia in the preparation and filing of the annual NSSF reconciliation and declarations

 Non-Resident Tax

• Preparation, filing, declaration and payment of Quarterly Non-Resident Tax

• Preparation, filing, declaration and payment of Yearly Non-Resident Tax

End of Service Indemnity

• Assist Diakonia in the calculation of the EOSI for its employees at the end of the year

Other Services

• The provider will act as an expert in regard to the payroll and all tax compliance matters. Diakonia can reach out for the provider’s assistance and guidance for all matters that fall under these scopes.

• Diakonia may reach out to the provider to request the recalculation of salaries in case of any changes due to internal or external factors.

You are invited to submit a tender based on the requirements included in the attached Procurement Request & ToR.

CONTENT OF TENDER

Your tender shall include the following information when sending it to Diakonia:

1) A presentation of the company’s profile and the consultant(s) proposed to implement the assignment, including education, expertise and previous experience of relevance. This will include a copy of the audit firm’s credentials if applicable.

2)  A description of the approach and methodology for implementing the assignment following the Terms of Reference.

3) Proposed time-frame

3) Itemised budget, separating fees and reimbursable expenditure (if applicable).  The cost should include all applicable taxes.

Supplier should submit separate pricing for:

• Payroll tax calculations and declarations
• Registration and de-registration of new staff in the MOF
• Payroll tax payments on behalf of Diakonia
• NSSF calculations and declarations
• Registration and de-registration of new staff in NSSF
• NSSF payments on behalf of Diakonia
• Yearly tax declarations
• Non-Resident Tax preparation, filing and payment of NRT on behalf of Diakonia
• End of Service Indemnity Calculation
• Payroll Computation and providing Payslips

Technical and Financial proposals should be sent in two separate files/attachments.

Offers from suppliers will still be considered if the supplier cannot provide all the above services. However, the offer should clearly state which services cannot be provided.

Consultant(s) who do not have an MoF registration number will be subject to a 8,5% deduction. Therefore, please take this into account when submitting your proposal. 

4) Signed “Diakonia’s Code of Conduct for suppliers” (Appendix 1)

5) Consent and contact details of three references.

6) Signed “Confirmation of Eligibility” (Appendix 3)