Tax Specialist

Sun Life of Canada (Philippines), Inc.; Taguig; On-site; PHP 900,000 - 1,400,000; Full time

Job summary

Sun Life of Canada (Philippines), Inc. is seeking a tax professional to assist in tax reporting, planning and compliance. The role requires handling tax audits and regulatory interactions while ensuring accurate tax obligations across the organization.

Ideal candidates have 3–4 years in tax practice, and a strong grasp of Philippine tax regulations, with CPA or law background considered an advantage.

Qualifications

• Bachelor of Science degree in Accounting/Finance.
• Law school graduate and/or CPA is an advantage.
• 3-4 years in tax practice with audits/consultancy experience.
• Experience with tax audits and regulatory filings is preferred.

Responsibilities

• Assist in tax reporting, planning and compliance to ensure complete view of tax obligations.
• Monitor tax compliance and regulatory reports across units.
• Manage interactions with BIR and local government units.
• Provide tax trainings to financial advisors and business units.
• Review contracts for tax provisions and relief applications.
• Coordinate with associations on tax issues affecting the business.

Skills

Tax knowledge

Attention to detail

Organizational skills

Verbal and written communication

Analytical skills

Presentation skills

Education

Bachelor of Science in Accounting or Finance

Law school graduate and/or CPA

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Job Description

Assists in managing tax reporting, 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.

Responsibilities

Tax Compliance Monitoring

• Tax Updates/Alerts to financial reporting and other relevant business units
• Participation in the Regulatory Compliance Control Group monthly meetings
• Monitoring Regulatory Reports Database
• Tax Compliance Review
• Regional Office Questionnaires
• Corporate Office Questionnaires

Managing Tax Audit, Assessments and Relationships

• Bureau of Internal Revenue
• Local Government Units

Conducting Tax Trainings

• Financial Advisors
  • Quarterly Finance updates
  • Manager Candidates Program
• Finance and other Business Units

Tax Planning

• Regular review and update of tax treatments and tax saving strategies
• Coordination with Associations on studying and resolving tax issues that affect the business
• Review of tax provisions of contracts and applying for tax treaty relief when necessary
• Other Applications for BIR Rulings and Approvals
• BIR registrations and updates (Computerized Accounting System, Books of Accounts, Authority to Print, Official receipts and other invoices)
• Registration of Retirement Plans, Trusts, etc.
• Transfer Pricing

Handle day-to-day internal tax queries

Qualifications

• Bachelor of Science degree in Accounting/Finance
• Law school graduate and/or a Certified Public Accountantan advantage
• Has been in tax practice for at least three to four years with experience in handling tax audits and consultancy work
• Relevant work experience with a reputable audit/tax services firm an advantage

Preferred skills

• Advanced knowledge of Philippine taxation
• Accuracy and attention to detail. Able to timely meet internal and/or external deadlines.
• Advanced organizational skills (planning, time management and file arrangement)
• Advanced verbal and written communications skills plus good listening skills
• Basic analytical, comprehension and presentation skills.
• Proficiency in use of Microsoft Word, Excel and Powerpoint.