**Tax Manager (Fund Servicing Associate II): Metro Manila, Philippines**
Shape high-quality tax outcomes, lead a team, and partner with stakeholders. This role offers breadth across recurring deliverables, risk and control, and change initiatives. Key responsibilities include:
- Deliver & review tax reporting, resolve client queries and stakeholder requests.
- Analyze data, identify issues, and mitigate risks across tax reporting processes.
- Develop tax documentation, improve processes, and drive product development.
Required qualifications:
- 8+ years of tax experience.
- Strong technical tax knowledge, Australian TOFA expertise.
- Proven experience in tax reporting, data analysis, risk mitigation, and stakeholder management.
Preferred qualifications:
- CPA/CA qualification, Master's degree in Tax.
- 8+ years in financial services, experience leading teams.
- Process improvement, policy documentation, and change delivery experience.
Full Job Description
Location: Metro Manila, National Capital Region, Philippines
Help shape high-quality tax reporting and advisory outcomes that enable confident decision-making. Youll lead a team, partner closely with stakeholders, and improve end-to-end processes. This role offers breadth across recurring deliverables, risk and control, and change initiatives. If you enjoy combining technical depth with practical execution, this is a strong next step.
As a Tax Manager in the Tax Services team, you will lead the delivery of accurate, timely tax reporting and tax support for internal stakeholders and external clients. You will apply strong technical tax knowledge to the operating model, while strengthening controls, documentation, and service quality. You will also manage a team and contribute to process improvements and product development initiatives.
Job responsibilities
Deliver and review tax reporting and related deliverables (for example: tax returns, tax distributions, supplementary reporting, and support on corporate actions)Manage client tax queries and stakeholder requests through clear intake, prioritization, tracking, and closureAnalyze tax data from investment and accounting systems and internal tax reporting platforms to identify issues and drive resolutionOwn delivery timelines and quality standards, ensuring outputs are completed on time and to agreed requirementsIdentify, assess, and mitigate operational risks across tax reporting processes, including defining and performing control checksDevelop, maintain, and improve tax documentation, including standard operating procedures and tax reporting policiesPartner with stakeholders to define business requirements, document functional and non-functional needs, and agree solutionsReview project materials across the delivery lifecycle (process flows, use cases, gap analysis, specifications, test plans, test scripts, and training materials) and coordinate approvalsLead, coach, and develop a team of tax analysts and people managers, including onboarding and training plans for new hiresMaintain effective stakeholder communications through clear status updates, presentations, and reportingRequired qualifications, capabilities and skills
Bachelors degree (or equivalent) in Accounting, Finance, Law, or a related fieldMinimum of 8 years of tax experienceStrong technical tax knowledge with the ability to apply tax requirements to business processes and operating modelsKnowledge of Australian tax requirements relevant to financial services, including Taxation of Financial Arrangements (TOFA)Demonstrated experience preparing and/or reviewing tax returns, tax distributions, and supplementary tax reportingDemonstrated experience managing tax-related queries from clients and stakeholders with clear documentation and follow-throughExperience interpreting and analyzing data from investment and accounting systems for tax reporting purposesExperience identifying risks, implementing controls, and maintaining a strong controls environment within operational processesStrong written and verbal communication skills, with the ability to facilitate alignment across multiple teamsProven ability to prioritize multiple deliverables, meet deadlines, and take accountability for outcomesPreferred qualifications, capabilities and skills
Certified Public Accountant (CPA) or Chartered Accountant (CA) qualificationMinimum of 8 years of tax experience, preferably within custody, professional services, or financial serviceMasters degree in Tax (or equivalent)Experience leading process improvement and/or product development initiatives within a tax services environmentExperience drafting and maintaining tax-related operating procedures and policy documentationExperience leading teams that include both individual contributors and people managersExperience supporting change delivery activities such as requirements, testing, and training coordination Lead tax reporting and advisory delivery, resolving client queries and strengthening controls and processes. 
