Tax Strategy & Wealth Planning Specialist

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 420,000 - 780,000; Full time

Job summary

Bank of the Philippine Islands is seeking a Tax Structuring Officer to provide research, documentation, monitoring, and implementation support for the Tax Structuring and Strategy function.

You will assist in preparing tax research materials, calculations, and maintenance of records, coordinating with government agencies, and the execution of administrative requirements across the division related to tax services.

Qualifications

• Working knowledge of Philippine tax laws, regulations, and administrative issuances.
• Familiarity with Personal Management Trusts (PMTs) and wealth planning structures is an advantage.
• Experience dealing with the BIR and government agencies is also an advantage

Responsibilities

• Collate documents for tax analyses, tax computations, financial models, scenario analyses, and other tools to support tax structuring recommendations and client engagements.
• Assist in the PMT tax oversight framework by performing monitoring activities, maintaining records, and preparing supporting documents for review by management.
• Coordinate with government agencies, advisers, and stakeholders to facilitate evaluation, communication, reporting, and resolution of tax-related matters affecting PMTs and wealth planning solutions.
• Provide administrative, project, and implementation support for tax structuring, oversight, and strategic initiatives, including ministerial reports and presentations.

Skills

Tax research

Tax calculations

Documentation

BIR liaison

Wealth planning

Regulatory knowledge

Job description

Bank of the Philippine Islands is seeking a Tax Structuring Officer to provide research, documentation, monitoring, and implementation support for the Tax Structuring and Strategy function.

You will assist in preparing tax research materials, calculations, and maintenance of records, coordinating with government agencies, and the execution of administrative requirements across the division related to tax services.