Tax Manager 2

Sun Life Financial; Philippines; On-site; PHP 2,000,000 - 2,600,000; Full time

Job summary

Sun Life Philippines is seeking a senior tax leader to direct tax compliance, audits and governance across local operations. The role requires deep knowledge of Philippine tax rules and strong leadership.

You will collaborate with Corporate Office, regional teams and tax authorities to ensure accurate filings and timely delivery of tax reports, staying compliant while driving process improvements. A CPA or CPA-Lawyer with 8+ years in tax practice and at least 4 years in management is preferred;

Qualifications

• Bachelor’s degree in Accounting/Finance; CPA preferred.
• At least 5 years in tax disciplines with 2+ years in supervisory roles.
• Eight+ years in tax practice with audits/consultancy experience.
• Four+ years of managerial experience leading people and projects.
• Experience in life insurance, trust or mutual funds is an advantage.

Responsibilities

• Direct tax compliance monitoring and reviews with registrations, filings and tax reports per regulatory requirements.
• Oversee tax audits, assessments and notices from BIR and LGUs.
• Plan and lead tax special projects and initiatives.
• Lead transfer pricing planning and documentation for intra-group transactions.
• Oversee tax conduct and governance, including policy maintenance.
• Engage with tax authorities, consultants and counsels as needed.
• Provide tax education to business stakeholders and internal teams.
• Support ad hoc tax consultancy on special transactions.

Skills

Philippines tax

Transfer pricing

Stakeholder mgmt

Communication

Analytical

Deadline-driven

MS Office

Education

Bachelor’s in Accounting/Finance

CPA-Lawyer or CPA

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Lead, direct and oversee the tax compliance, tax audit, tax conduct & governance, transfer pricing and other related tax activities of Sun Life Philippines. Must be knowledgeable and have experience in effectively navigating tax regulations, policies, and culture at the national and local levels.

Preferred skills:

• Comprehensive knowledge of Philippines taxation
• Strong knowledge of tax principles with respect to all national and local taxes, transfer pricing and an awareness and understanding of global tax reporting regimes.
• Strong interpersonal skills and the ability to develop strong working relationships with multiple stakeholders with Sun Life’s Corporate Office, Regional Office, and local business units, as well as with tax authorities and outside advisors.
• Strong communication skills and able to provide clear written and verbal communication to various level of management.
• Strong analytical and problem-solving skills, organized, and capable of working under pressure.
• Accuracy and attention to detail.
• Able to timely meet internal and/or external deadlines.
• Is an excellent team player while also being able to lead and manage a team.
• Proficiency in use of Microsoft Word, Excel and PowerPoint.

Qualifications:

• Bachelor’s degree in Accounting / Finance
• Certified Public Accountant-Lawyer or Certified Public Accountant
• At least 5 years experience in tax-related disciplines and at least 2 years in supervisory roles
• Has been in relevant tax practice for at least eight (8) years with experience in handling tax reporting, audits and consultancy work gained from professional firms (preferably big 4 accountancy firm) or multinational companies.
• With at least four (4) years of managerial experience handling people and projects.
• Relevant work experience in the life insurance, trust and mutual fund industry an advantage

Responsibilities:

• Direct tax compliance monitoring and reviews, including coordination with various departments/branches and prepares/remits various branch registrations, business permit renewals, tax returns, tax schedules/certificates and tax reports in accordance with the regulatory requirements.
• Oversee tax audits, assessments and other tax-related notices of the Bureau of Internal Revenue and Local Government Units.
• Propose, plan, and lead the execution of tax special projects and initiatives.
• Lead transfer pricing (TP) planning and optimization strategies, provide oversight on TP matters and partnering with multiple stakeholders to support transfer pricing-related issues, managing TP analysis and reporting, managing TP documentation to support intra-group transactions in compliance with local regulations.
• Oversee tax conduct and governance, including maintenance of tax policies, guidelines, and procedures.
• Lead business stakeholders and Regional and/or Corporate Tax as well as tax authorities, consultants, counsels, industry associations pertaining to tax requirements, tax opinions, industry tax issues or other tax-related requirements of SL Philippine entities.
• Lead tax education for business representatives, internal stakeholders and as needed, selected external stakeholders.
• Oversee other tax related activities, including ad hoc activities as they arise (ie. tax consultancy on special transactions, tax administrative activities, etc.)

Job Category: Finance Posting End Date: 29/09/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers