Tax Structuring Specialist - Wealth Planning & PMTs

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 350,000 - 480,000; Full time

Job summary

The Bank of the Philippine Islands (BPI) invites applications for a Tax Structuring Officer. The role focuses on research, documentation, monitoring, and implementation support within the Tax Structuring and Strategy function.

It involves preparing tax materials, calculations, and records in alignment with PMTs and wealth planning structures. Responsibilities include coordinating with government agencies and internal stakeholders to ensure accurate reporting, and providing administrative support

Qualifications

• Working knowledge of Philippine tax laws and administrative issuances.
• Familiarity with PMTs and wealth planning structures is an advantage.
• Experience dealing with the BIR and other government agencies is also an advantage.

Responsibilities

• Collate documents and information for tax analyses, computations, models, and tools supporting structuring recommendations and client engagements.
• Assist in implementing and administering the PMT tax oversight framework through monitoring, records, and reports.
• Coordinate with government agencies, advisers and stakeholders to facilitate evaluation, communication, reporting, and resolution of tax matters.
• Provide administrative and project support for tax structuring initiatives and related deliverables for the head of the department.

Skills

Tax knowledge

Job description

The Bank of the Philippine Islands (BPI) invites applications for a Tax Structuring Officer. The role focuses on research, documentation, monitoring, and implementation support within the Tax Structuring and Strategy function.

It involves preparing tax materials, calculations, and records in alignment with PMTs and wealth planning structures. Responsibilities include coordinating with government agencies and internal stakeholders to ensure accurate reporting, and providing administrative support