Tax Specialist

Sun Life; Taguig; On-site; PHP 900,000 - 1,100,000; Full time

Job summary

Sun Life in the Philippines seeks a Tax Specialist to support tax reporting, audits, planning and compliance. You will oversee accurate tax reports and ensure adherence to national and local tax regulations, leveraging deep knowledge of Philippine taxation.

The role requires a CPA and a degree in Accountancy, with at least four years in tax practice, preferably in life insurance or related financial services. Strong analytical and MS Office skills are essential.

Qualifications

• University degree in Accountancy.
• Must be a Certified Public Accountant.
• Law school graduate an advantage.
• Has at least four years of tax practice with reporting, audits and consultancy experience (preferably Big 4 or law firm).
• Experience in life insurance, trust and mutual funds is an advantage.

Responsibilities

• Tax Operations and Advisory: prepare tax calculations, provisioning, returns and support for external audits.
• Coordinate with Business Units on complex tax matters and review tax implications of contracts.
• Assist in regulatory questionnaires and Attestations, and quarterly BOD reports.
• Lead and manage Tax Compliance Reviews.
• Review Transfer Pricing reports and coordinate inter-unit reconciliations for TP documentation.
• Participate in tax planning, accounting and reporting per Philippine standards and IFRS.
• Support tax audits, assessments and external relationships.
• Contribute to tax savings initiatives and process improvements.

Skills

Philippine taxation

Attention to detail

Organization & process

Verbal & written comms

Analytical & presentation

MS Office (Word, Excel, PPT)

Education

Accountancy degree

Certified Public Accountant

Law school (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

• 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.
• 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
• 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.
• 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