TAX STRUCTURING OFFICER

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

The Tax Structuring Officer provides research, documentation, monitoring, and implementation support to the Tax Structuring and Strategy function. The role assists in the preparation of tax research materials, tax calculations, monitoring and reporting activities, maintenance of tax-related records and documentation, coordination, and the execution of administrative and operational requirements of the division related to its tax-related services and requirements.

Job Responsibilities

• Collate the necessary documents and information for the team’s preparation of tax analyses, tax computations, financial models, scenario analyses, and other technical tools relating to PMTs and other wealth planning structures to support tax structuring recommendations, strategic decision-making, and client engagements.
• Assist in the implementation and administration of the PMT tax oversight framework by performing monitoring activities, maintaining records and trackers, compiling tax-related information, and preparing supporting documents and reports for review by management.
• Coordinate with government agencies, advisers, and relevant stakeholders as may be necessary to collate and/or submit documents; also coordinate with the Head of Tax Structuring and Strategy and relevant internal and external stakeholders to facilitate the evaluation, communication, reporting, and resolution of tax-related matters affecting PMTs and other wealth planning solutions.
• Provide administrative, project, and implementation support for tax structuring, tax oversight, and strategic initiatives, including the preparation of ministerial reports, proposals, presentations, manuals, and other deliverables, for review of the head of the department.

Job Qualifications

• Working knowledge of Philippine tax laws, regulations, and administrative issuances, particularly income tax, donor's tax, estate tax, documentary stamp tax, capital gains tax, and withholding taxes.
• Familiarity with Personal Management Trusts (PMTs), trust administration concepts, and wealth planning structures is an advantage.
• Experience dealing with the BIR and other government agencies is also an advantage