Tax Strategy & Compliance 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

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.