Tax Specialist

Sun Life Financial; Philippines; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Sun Life Financial is seeking a Tax Specialist to manage tax reporting, regulatory audits, tax planning and compliance across its Philippine operations. The role requires CPA credentials, strong knowledge of local tax laws, and experience in tax provisions, audits and consultancy within financial services.

The position emphasizes accuracy, deadlines, and collaboration with regional teams, with opportunities to influence tax strategy, transfers, and reporting standards.

Qualifications

• A university degree specializing in Accountancy.
• Must be a Certified Public Accountant; Law school graduate an advantage.
• Has been in relevant tax practice for at least four (4) years with experience in handling tax reporting, audits and consultancy work gained from professional firms (Preferably big 4 accountancy firm or law firm).
• Relevant work experience in the life insurance, trust and mutual fund industry an advantage.

Responsibilities

• Tax Operations and Advisory: Prepare tax calculations, provisioning, returns and supports and provide support insofar as external audit requirements are concerned.
• Tax Compliance: Provide relevant and timely tax trainings and updates to business representatives, internal stakeholders and as needed, selected external stakeholders. Lead and manage Tax Compliance Reviews.
• Tax Audits, Assessments and External Relationships: Prepare relevant reports to support regulatory audits.
• Tax Initiatives: Regular review and update of process documentations, tax treatments, improvements and tax savings strategies.

Skills

Philippine taxation

Attention to detail

Process management

Communication skills

Microsoft Office

Education

Accountancy degree

Certified Public Accountant

Law degree (advantage)

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:

The Tax Specialist assists in managing tax reporting, tax/regulatory audits, tax planning and tax compliance function. Oversees the completion of accurate tax reports to ensure management has complete picture of all the companies’ tax obligations. Must have working knowledge of the tax regulations, policies and culture at the national and local levels. Preferred skills Advanced knowledge of Philippine taxation Accuracy and attention to detail. Able to timely meet internal and/or external deadlines. Strong organizational, process management/maintenance skills, and a self-starter with ability to work independently Advanced verbal and written communications skills plus good listening skills Advanced analytical, comprehension and presentation skills. Proficiency in use of Microsoft Word, Excel and PowerPoint.

Qualifications

• A university degree specializing in Accountancy.
• Must be a Certified Public Accountant Law school graduate an advantage.
• Has been in relevant tax practice for at least four (4) years with experience in handling tax reporting, audits and consultancy work gained from professional firms (Preferably big 4 accountancy firm or law firm).
• Relevant work experience in the life insurance, trust and mutual fund industry an advantage.

Responsibilities

1. Tax Operations and Advisory
   Prepare tax calculations, provisioning, returns and supports and provide support insofar as external audit requirements are concerned. Handle complex tax issues/concerns of Business Units. Coordinate across Business Units on complex tax matters, transactions, including review and advise implications of tax provisions on material contracts. Assists in preparing responses to Regional / Corporate Office Questionnaires and Attestations, Quarterly BOD Reports. Handle other ad hoc tax management engagements.
2. Tax Compliance
   Provide relevant and timely tax trainings and updates to business representatives, internal stakeholders and as needed, selected external stakeholders Lead and manage Tax Compliance Reviews Review of the Group’s Transfer Pricing Reports, and handle coordination among Business Units in preparing reconciliations needed in transfer pricing documentations. Participate in tax planning, analysis, accounting and reporting in line with existing tax rules, newly issued / draft regulations as well as pertinent Philippine Financial Reporting Standards (PFRS) local reporting, International Financial Reporting Standards (IFRS) group reporting as well as relevant management reporting requirements.
3. Tax Audits, Assessments and External Relationships
   Prepare relevant reports to support regulatory audits Provide Management timely updates and in-depth analyses of various courses of action available in relation to regulatory audits.
4. Tax Initiatives
   Regular review and update of process documentations, tax treatments, improvements and tax savings strategies. Assist in crafting tax operational guidelines and policies. Support various tax savings and optimization projects.

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.