Tax Specialist

Manulife Financial; Quezon City; On-site; PHP 350,000 - 650,000; Full time

Job summary

Manulife Financial is seeking a Tax Specialist in the Philippines to support compliance with tax laws and regulatory requirements. The role covers tax returns, records, month-end closings, VAT refunds, and coordination with internal and external stakeholders.

The position offers exposure to tax accounting, VAT refund claims, and regulatory matters, with responsibilities spanning filing, reconciliations, and reporting duties across BIR, SEC, and BOI.

Qualifications

• Bachelor's degree in Accountancy, Finance, or related field.
• Up to three (3) years of experience in taxation, accounting, audit, or related areas.
• Working knowledge of Philippine tax laws, regulations, and compliance requirements.
• Proficiency in Microsoft Office applications, particularly Excel.
• Strong analytical and problem-solving skills.
• Good written and verbal communication skills.
• Highly organized, detail-oriented, and diligent in reviewing and validating documents.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Able to work independently while collaborating effectively with different stakeholders and teams.

Responsibilities

• Prepare tax reconciliation schedules and facilitate timely filing and payment of tax returns (withholding taxes, VAT, etc).
• Prepare and submit BIR attachments such as Alphalist and RELIEF.
• Participate in month-end closing by preparing tax-related schedules and reconciliations.
• Assist in preparation and reconciliation for VAT refund claims, BIR audits, and business permit renewal.
• Support the preparation of audited FS and year-end compliance activities with BIR, SEC, and BOI.
• Prepare and file General Information Sheet and other statutory reportorial requirements.
• Assist with tax-related projects and process improvement initiatives.

Skills

Analytical thinking

Written communication

Verbal communication

Independent work

Time management

Education

Bachelor's degree in Accountancy/Finance

Tools

Excel

Job description

The Tax Specialist is responsible for supporting MBPS's compliance with Philippine tax laws and regulatory requirements. The role involves the preparation and filing of tax returns, maintenance of tax records and reconciliations, and coordination with internal stakeholders and external counsel on both tax and regulatory-related matters.

This position provides an exposure to various areas of taxation and compliance, tax accounting, and VAT refund claims.

Position Responsibilities:

• Prepare tax reconciliation schedules and facilitate the timely filing and payment of tax returns, such as withholding taxes, VAT, and other applicable taxes;
• Prepare and submit the BIR required attachments such as Alphalist and RELIEF;
• Participate in month-end closing activities, by preparing tax-related account schedules and reconciliations;
• Assist in the preparation, review, and reconciliation of documents and schedules required for VAT refund claims, BIR audit, and business permit renewal;
• Support the preparation of audited FS and year-end compliance activities with the BIR, SEC, and BOI;
• Prepare and file of General Information Sheet and other statutory reportorial requirements;
• Assist with tax-related projects, process improvement initiatives, and other duties as assigned

Required Qualifications:

• Bachelor's degree in Accountancy, Finance, or a related field.
• Up to three (3) years of experience in taxation, accounting, audit, or related areas.
• Working knowledge of Philippine tax laws, regulations, and compliance requirements.
• Proficiency in Microsoft Office applications, particularly Excel.
• Strong analytical and problem-solving skills.
• Good written and verbal communication skills.
• Highly organized, detail-oriented, and diligent in reviewing and validating documents.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Able to work independently while collaborating effectively with different stakeholders and teams.

Preferred Qualifications:

• CPA board exam passer is an advantage.
• Experience in accounting, tax compliance, audits, or VAT refund claims.

When you join our team:

• We empower our colleagues to learn, develop, and build meaningful careers.
• We foster a culture that values collaboration, well-being, inclusion, and continuous improvement.
• As part of a global organization, you'll have opportunities to work with diverse teams and contribute to initiatives that make a meaningful impact on the business.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid