Senior Manager, Tax Compliance & Reporting

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because

there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the

work they do, the career they build, the life they live and the difference they

make. So that together we can support even more people - including our own - to

live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

• The position is responsible for owning and leading the end-to-end day-to-day
• (BAU) tax function across the AIA Philippines Group, with full accountability
• for the execution, control, and delivery of all tax matters. This includes
• ensuring timely and accurate tax compliance, reporting, and operational tax
• support for the group’s life insurance and real estate businesses, including AIA
• Philippines Life and General Insurance Company (AIA PH), BPI AIA Life Assurance
• Corporation (BPI AIA), Philam Properties Corporation (PPC), PERF Realty
• Corporation (PRC), Kapatiran Realty Corporation (KRC), Philam Tower Management
• Corporation (PTMC), and AIA Tower Condominium Corporation (collectively referred
• to as “the Covered Entities”).

• The role acts as the primary owner of tax operations, ensuring strong
• governance, robust controls, and consistent execution in line with Philippines
• tax rules and regulations and AIA Group Tax Policy. It is accountable for
• managing tax compliance cycles, overseeing tax reporting integrity, handling
• audits and regulatory engagements, and embedding tax considerations into
• business processes.

• In addition to BAU ownership, the role drives tax planning, supports strategic
• initiatives, and ensures readiness for regulatory and accounting developments,
• including IFRS 17. As a key member of the Controllership team, the position
• provides leadership in managing tax risks, optimizing tax outcomes, and
• maintaining effective relationships with tax regulators and AIA Group Tax in
• Hongkong.

• Tax Compliance and Reporting

• Own and manage the end-to-end tax compliance lifecycle across all the Covered

Entities, ensuring timely, accurate, and complete filings.

• Accountable for review and sign-off of all tax returns, computations, and

supporting schedules.

• Ensure integrity and alignment between tax reporting, statutory accounts, and

financial reporting.

• Drive continuous improvement in compliance processes, controls, and

documentation standards.

IFRS 17 Tax Support

• Analyse tax implications arising from IFRS 17 implementation.
• Evaluate tax treatment of key IFRS 17 components (CSM, revenue recognition,

discounting).

• Work with Finance, Actuarial, and IT teams to ensure tax considerations are

reflected in reporting processes.

• Prepare supporting documentation and technical analysis for IFRS 17 tax

positions.

Tax Audits and Controversy Management

• Manage tax audits and reviews by Bureau of Internal Revenue (BIR) and Local

Government Units (LGUs). Accountable for audit outcomes, including risk

mitigation, provision assessment and closure.

• Own the preparation and review of audit schedules, reconciliations, and

supporting documentation.

• Handle drafting responses to audit queries and supporting audit defence

positions.

• Coordinate with external advisors and legal counsel, when needed
• Track audit issues and support implementation of agreed remediation actions.

Tax Planning and Advisory Support

• Support execution of tax optimization initiatives in line with AIA Group Tax

Policy.

• Provide technical analysis on tax implications of business initiatives,

including new products, distribution channels, and investments.

• Evaluate tax impacts of digital transformation and structural changes across

insurance and real estate entities.

• Prepare tax analysis for capital management, dividend flows, and funding

arrangements.

• Monitor and analyze effective tax rates

Industry Issues Monitoring and Policy Support

• Monitor and analyze industry tax issues affecting life insurance and real

estate sectors (e.g., VAT on fee income from Variable Unit-Linked (VUL)

products, Documentary Stamp Tax (DST) on group policies.

• Prepare technical analyses and draft position papers.
• Participate in industry working groups (e.g., Insurance Commission (IC)

Philippine Life Insurance Association Inc. (PLIA)).

• Track emerging tax risks and provide updates to the Financial Controller.

Regulatory Coordination

• Lead all day-to-day engagements with regulators – BIR, IC, and LGUs, and act

as primary point of contact for operational tax matters.

• Own the preparation of documentation and supporting analysis for tax rulings,

clarifications, and consultations.

• Respond to routine regulatory inquiries and assist in information requests.
• Maintain working-level relationships with regulatory counterparts

Business Partnering

• Provide tax advisory support to business units on operational matters and

special projects.

• Support tax analysis for product development, pricing, and structuring

discussions.

• Ensure tax considerations are incorporated into business cases/ project

proposals

Group Tax Coordination and Reporting

• Act as key point of contact for AIA Group Tax in Hong Kong.
• Oversee the preparation of tax reports, schedules, and supporting analysis

for Group Tax submissions.

• Lead the implementation of Group Tax initiatives and compliance with Group

Tax requirements, including Base Erosion and Profit Shifting (BEPS) - related

requirements.

• Provide updates on local tax developments, risks, and audit matters.
• Handle responding to Group Tax queries and information requests.

Risk Management and Controls

• Own the tax control environment, ensuring effectiveness of controls, audit

readiness, and compliance with internal policies.

• Proactively identify, assess and resolve tax risks arising from BAU tax

operations.

• Ensure compliance with internal control requirements and audit readiness.
• Implement improvements in tax processes, tools, and documentation standards.

Team Support and Stakeholder Management

• Lead the day-to-day operations of the tax team, including workload

management, prioritization, and performance oversight.

• Serve as the central tax point of contact for all internal stakeholders on

operational matters.

• Provide regular updates and insights to the Financial Controller on tax

matters.

Minimum Requirements

• Education – Must possess Bachelor of Science in Accountancy degree

• Experience – At least ten (10) years progressive tax experience in tax

accounting, compliance and reporting with any of the top 10 life insurance

companies in the Philippines having total gross premiums of at least Php 20B

or total assets of at least Php 250B; with at least five (5) years in

supervisory/ managerial level;

OR

At least five (5) years tax experience with any of the big 4 audit firms

(Navarro Amper & Co., Isla Lipana & Co., Sycip Gorres Velayo & Co. and Manabat

San Agustin & Co) with insurance industry exposure and at least five (5) years

experience in tax accounting, compliance and reporting with any of the top 10

life insurance companies in the Philippines having at total gross premiums of at

least Php 20B or total assets of at least Php 250B; in supervisory/ managerial

level

• Certifications/licenses – Must be a Certified Public Accountant

• Key Competencies and Special skills –

• Strong knowledge of Philippine tax laws and regulations, and BIR audit

processes

• Experience in handing complex tax audits
• Working knowledge of life insurance taxation
• Working knowledge and experience in IFRS 17 implementation and tax impact

assessment;

• Proficient in MS Office applications;
• Has basic knowledge in SAP, Business Intelligence
• Strong communication and technical writing skills

Build a career with us as we help our customers and the community live

Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be

considered for this career opportunity. Failure to provide such information may

influence the processing and outcome of your application. You are responsible

for ensuring that the information you submit is accurate and up-to-date.