Tax Advisor

Terms of Reference

 Tax Advisor

 Organization and Context background information.

Founded in 1993, Médecins du Monde Switzerland is a medical association of international solidarity that is part of the Médecins du Monde network. We provide sustainable access to health care for people in vulnerable situations in Switzerland and around the world.

WE PROVIDE CARE

For nearly 30 years, we have been working to ensure that the right to health is effective for all, without financial, social, cultural, or geographical barriers. We collaborate with civil society organizations and local authorities to implement projects in Switzerland and around the world.

WE BEAR WITNESS

We call up on and accompany regional, national, and international authorities to facilitate access to healthcare and promote respect for human rights. We advocate with decision makers to change things in a sustainable way.

MdM Switzerland, has been working in the occupied Palestinian territory (oPt) since 1994 in the sector of Mental Health and Psychosocial Support (MHPSS), implementing emergency and development interventions, focusing on victim of occupation-related violence, children and detention, suicide prevention and management, strengthen of access to mental health cares at national and community level, and advocacy initiative.

Objective and deliverables of the assignment 

To provide tax advice and payroll services in Israel for 05 number of staff. In addition to providing tax advice related to the Palestinian payroll for about 25 staff members.

You are also requested to share any updates related to the tax law related to salaries/suppliers and proactively advice the Organization on arising tax issues under the PA and Israeli tax regimes.

The Service Provider shall calculate the monthly salaries of the Organization staff Jerusalem & Palestinian employees including the calculation of the payroll tax, national insurance, health insurance and other compulsory deductions such as pension fund and severance pay , as well as that of any contribution Due from the organization as required by law. The base of calculation will depend on the information provided to the service provider by Organization.

The Service Provider indicates as essential elements required for the aforesaid calculation in addition to the individual gross salary of the employees. These include the following: -

Number of days worked in the month, number of days of leave (annual leave, sick leave, leave without pay, compassionate leave etc.) taken in the month, number of days of annual leave matured in the month, eventual overtime served in the month, any eventual personal change of the employee affecting his/her tax status as defined in Form 101 and in particular the birth of any new children to an employee or to his spouse, details of the compulsory private pension scheme adopted by the Organization’s employees and other related information. It will be the responsibility of the Organization to update this information and send them to the service provider.

The Service Provider shall supply all forms to be completed by the organization and/or the organization’s employees for the purpose of presenting the tax authorities with required data and information in an official format. The Organization undertakes to deliver the Service Provider with accurate and truthful information. The Organization employees shall nonetheless be held individually responsible of the correctness of the personal data they provide to the Service Provider and to the tax authorities.

The Service Provider shall submit to the Organization, within 2-3 (two to three) working days from receiving from the Organization the aforesaid elements required for the calculation, a detailed monthly payroll and the individual salary slips of all employees, whose formats shall comply with all legal requirements set forth for such documents. The Service Provider shall then submit the detailed monthly payroll to the tax authorities.

The Service Provider shall also at this time provide the Organization with the official declaration slips needed to process the payments to tax authorities and to the National Insurance Department, and compute all contributions (employees and employer shares) to the private compulsory pension scheme of the Organization’s Jerusalem employees.

The Service Provider shall prepare and submit to the tax authorities of Jerusalem, within 90 (ninety) days from the end of the year, the Organization’s annual declaration (form 126) as well as any other forms and declarations concerning taxes and other dues that are required annually.

When need arise, the Service Provider shall assist the Organization in computing the final dues of the Organization’s employees. (Maternity payment, unemployment, work accidents, etc...)

The Service Provider shall provide advice to the Organization on tax matters such as, but not limited to, tax implications of particular transactions, other taxation matters such as income tax deducted at source, employees’ benefits, tax agreements, etc.

The Service Provide shall also inform the Organization of any changes in the tax regulations and/or calculations in Israel and in the PA

The Service Provider shall receive a mandate to represent the Organization at the tax authorities in Jerusalem immediately after signing this engagement and when needed shall lodge formal appeal against any known excessive or incorrect assessment to taxes.

Provide tax advice based on the needs of the organization including in the implementation of regulatory requirements by Israel and the Palestinian Authority.

Act as the Organization's contact person for tax deductions or exemptions that may be applied for non-for-profit organizations in Israel or in the West Bank.

Provide information based on requests by the Organization’s auditor or relevant Head quarter departments.

Application procedure

The application should contain the following information:

Eligible consultant should submit their letter of interest and financial offer by email to to [email protected] or delivered to [بيت ساحور / شارع الخليفات / بالقرب من سوبر ماركت عياد] no later than 25/01/2025 Late submissions will not be considered. 

Letter of interest should include:

Statement of relevant experience, similar assignments executed in the last five years.

Confirmation of availability to carry out the work during the 12 months contract.

Supporting docs such as CVs;

Financial proposal. Detailed financial proposals with number of units and the fees , Prices are in NIS and inclusive of value added tax for establishments officially registered with the Ministry of Finance.

Timeline

Deadline for Submission of Proposals: 25/01/2025

Evaluation and Selection: 31/01/2025

Contract Signing: 01/02/2025 

Ethical considerations

The consultant/consulting agency must sign the MdM  due diligence Policy and Code of Conduct and be willing to adhere to its principles and expected practices. If a breach of the policy or code of conduct takes place the consultancy will be terminated immediately without any financial burden on MdM.

Disclaimer on copyright, data protection

All documents and information shall be treated as confidential and shall not without the written approval of MdM be made available to any third party. In addition, the consultant(s) formally undertakes not to disclose any parts of the confidential information and shall not, without the written approval of MdM be made available to any third party. The utilization of the report is solely at the decision and discretion of MdM. All the documents provided by MdM and final report, both soft and hard copies are to be returned to MdM upon completion of the assignment. All documentation and reports written shall remain the property of MdM. No part of the report shall be reproduced except with the prior, expressed and specific written permission of MdM.