501 Tax Strategy jobs in the Philippines

Wealthrive provides high-net-worth clients with comprehensive financial planning, tax optimization strategies, and wealth management services. We help clients implement advanced tax-saving solutions to maximize their financial outcomes. We are seeking a highly detail-oriented professional to support our team during our peak season – October to December.

This is a seasonal, part-time hourly role focused on administrative support for the implementation of tax strategies. The role is heavily focused on data entry, paperwork completion, and application processing, involving client-facing tasks such as gathering information, completing forms, and ensuring smooth execution of strategies. Work is compressed around year-end deadlines, with approximately 40 hours per week from October through December (potentially extending part time into February). This position offers the potential for additional hours, contract work, or transition to full-time opportunities if the candidate excels and succeeds in the role. The role reports directly to the company's COO, Ron Rosenfarb. Time-tracking and reporting of hours worked will be required.

Key Responsibilities:

• Assist in the execution of tax strategies by handling administrative tasks, including data entry into forms & applications, managing client portals, and collecting required documentation (e.g., accredited investor verification).

• Communicate professionally with clients via email and occasional calls to gather information, provide basic instructions, and answer straightforward questions (escalate complex inquiries to senior advisors).

• Update and manage pipelines in HubSpot, our CRM, to track strategy implementation progress, ensuring accurate and timely data entry for both Wealthrive and non-Wealthrive clients.

• Coordinate with internal teams and external providers to ensure all paperwork is completed accurately and deadlines are met.

• Maintain confidentiality and compliance with financial regulations while handling sensitive client information.

Qualifications and Skills:

• Proven experience in administrative roles, preferably in financial services, wealth management, or tax-related fields (e.g., similar to handling AUM paperwork or subscription documents).

• Exceptional attention to detail, organizational skills, and ability to manage multiple tasks in a fast-paced, deadline-driven environment - critical for heavy data-entry, paperwork, and application entry responsibilities.

• Professional communication skills, with the ability to confidently communicate in advanced English with high-net-worth clients via email and phone.

• Proficiency in tools like HubSpot (or similar CRM systems), Microsoft Office, and online portals; familiarity with financial forms and processes is a plus.

• Ability to work independently while escalating issues as needed.

• No advanced sales or tax expertise required - focus is on execution and support.

• Availability for 40 hours/week during peak season (October–December) with at least 20 hours available between 10am and 6pm Eastern Standard Time; flexibility for training in advance.

• Location: Remote, global candidates welcome (e.g., Philippines, Colombia, or other talent pools).

What We Offer:

• Competitive compensation based on experience.

• Opportunity for additional hours, contract work, or a full-time role with strong performance.

• Training on specific tax strategies and tools provided.

• Collaborative team environment focused on client success and innovation.

If you are a meticulous executor who thrives on getting tasks done efficiently, we encourage you to apply. Please submit your resume and a brief cover letter outlining your relevant experience.

Company Description
Aboitiz Foods
is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective strengths of our subsidiaries, Pilmico and Gold Coin, we believe in sustainably feeding Asia's growth from mill to meal.

We are constantly improving and optimizing our processes by integrating the value chain around Asia. We leverage our sector expertise and capabilities to deliver quality every time. With our world-class technology and culture of constant innovation, we devote ourselves to serving you better.

At Aboitiz Foods, we embrace change and inspire innovation, leading the way in food and agribusiness solutions. Join us as we shape the future of food in Asia and build a culture where, together, we nourish the future.

Job Description
The incumbent shall assist the AVP for Tax Strategy, Advisory, Corp Structuring & M& As in introducing comprehensive tax governance, policies, guideline, best tax practices and planning techniques, ensuring that the Group is kept fully abreast of the changes and impact of relevant tax knowledge, developments and requirements, providing appropriate oral and written interpretations to avoid any exposure to tax risks and optimization of tax savings.

The incumbent assists the AVP for Tax Strategy, Corp Structuring, M& A in the optimization of the Group's tax position by building knowledge of tax laws, relevant tax rulings and regulations and tax law developments and by promoting understanding of, compliance with tax laws through correct interpretation of these laws.

Qualifications

• Bachelor of Science in Accountancy
• With at least five (5) years of relevant work experience
• Candidate with audit experience is an advantage
• Must be a Certified Public Accountant
• Working knowledge in Accounting and Tax principles, systems and audit
• Written and Verbal communication skills
• Interpersonal skills
• Keen attention to details, precision, and accuracy
• Management skills such as planning, organizing, leading, and controlling

Company Description

Job Description

The incumbent shall assist the AVP for Tax Strategy, Advisory, Corp Structuring & M& As in introducing comprehensive tax governance, policies, guideline, best tax practices and planning techniques, ensuring that the Group is kept fully abreast of the changes and impact of relevant tax knowledge, developments and requirements, providing appropriate oral and written interpretations to avoid any exposure to tax risks and optimization of tax savings.

The incumbent assists the AVP for Tax Strategy, Corp Structuring, M& A in the optimization of the Group's tax position by building knowledge of tax laws, relevant tax rulings and regulations and tax law developments and by promoting understanding of, compliance with tax laws through correct interpretation of these laws.

Qualifications

• Bachelor of Science in Accountancy
• With at least five (5) years of relevant work experience
• Candidate with audit experience is an advantage
• Must be a Certified Public Accountant
• Working knowledge in Accounting and Tax principles, systems and audit
• Written and Verbal communication skills
• Interpersonal skills
• Keen attention to details, precision, and accuracy
• Management skills such as planning, organizing, leading, and controlling

Company Description

Job Description

The incumbent shall assist the AVP for Tax Strategy, Advisory, Corp Structuring & M& As in introducing comprehensive tax governance, policies, guideline, best tax practices and planning techniques, ensuring that the Group is kept fully abreast of the changes and impact of relevant tax knowledge, developments and requirements, providing appropriate oral and written interpretations to avoid any exposure to tax risks and optimization of tax savings.

The incumbent assists the AVP for Tax Strategy, Corp Structuring, M& A in the optimization of the Group's tax position by building knowledge of tax laws, relevant tax rulings and regulations and tax law developments and by promoting understanding of, compliance with tax laws through correct interpretation of these laws.

Qualifications

• Bachelor of Science in Accountancy
• With at least five (5) years of relevant work experience
• Candidate with audit experience is an advantage
• Must be a Certified Public Accountant
• Working knowledge in Accounting and Tax principles, systems and audit
• Written and Verbal communication skills
• Interpersonal skills
• Keen attention to details, precision, and accuracy
• Management skills such as planning, organizing, leading, and controlling

Methodology is a rapidly scaling US-based direct to consumer meal delivery service with its own kitchen, order fulfillment, delivery operations. We aim to transform how consumers eat and live. As we bring all finance, tax, and accounting functions in-house, we are seeking a world-class solo finance leader to streamline, protect, and optimize our finances in partnership with our operations team.

We are hiring an exceptionally detail-oriented Controller (CPA, US Tax Specialist), based in the Philippines, to serve as our single point of excellence for accounting, financial modeling, expense control, and—critically—all federal, state, city, and county US tax compliance and optimization. This is a direct, remote partner to our Chief of People and Business Operations.

Key Responsibilities:

US Tax Strategy & Compliance

• Prepare, file, and sign all required corporate tax returns at the federal, state, city, and county levels, including all US e-file requirements
• Proactively research, propose, and claim all available credits, incentives, and deductions to minimize tax liability (covering R&D, donated food, employment, "green" credits, manufacturing incentives, etc.)
• Stay fully current on IRS updates as well as state, city, and county tax changes for every applicable Methodology jurisdiction
• Serve as company expert and sole coordinator for any tax inquiries, audits, or governmental correspondence
• Maintain or obtain IRS Acceptance Agent/Enrolled Agent credentials as eligible for e-filing and authenticating US returns from the Philippines

Expense Control & Recognition

• Approve every company expense; ensure tight controls, clear documentation, and proper categorical assignment—first through best-in-class automation, then manually validating every general ledger entry
• Partner with every business function (including manufacturing, logistics, marketing, and customer service) to understand operational details so every transaction is coded accurately (COGS, inventory, OpEx, overhead, etc.)
• Identify cost savings or reclassification opportunities through deep business knowledge and analytics

Accounting Operations & Manufacturing Support

• Own all financial operations: oversee AP/AR, GL reconciliations, payroll (liaising with processors), and both cash and accrual close cycles
• Prepare all financial statements (P&L, balance sheet, cash flow, management dashboards) under US GAAP
• Manage "hybrid" e-commerce + manufacturing accounting: inventory, COGS, overhead allocation, production cost modeling, and merchant processor reconciliation (e.g., Shopify, Stripe, Amazon, etc.)
• Build, manage, and iterate operating models (budgets, forecasts, sensitivity analyses, and business case scenarios) as requested by leadership

Process Excellence & Audit Readiness

• Champion modern workflow: implement and continuously upgrade digital tools (QuickBooks Online/Xero, , Dext, automated recognition, etc.)
• Keep all books always "audit ready" for US and state/city/county authorities
• Provide all support schedules and detailed records for any audit or regulatory review

Requirements and Qualifications:

Must haves:

• CPA license required;
• At least 5 years' progressive US-focused experience with:
• Corporate and multi-jurisdiction tax prep (federal, state, and local/county)
• US-based e-commerce and manufacturing accounting, including inventory/COGS
• Experience researching and successfully claiming advanced tax credits and incentives
• Operating model and scenario planning creation in Excel or Google Sheets
• Mastery of QuickBooks Online/Xero and expense recognition/approval workflows;
• Track record as sole finance/accounting/tax lead, supporting or partnering directly with US management
• Perfect written/spoken English and highly professional, proactive communicator
• Analytical, ethical, resourceful, and wholly accountable

Nice-to-haves:

• US CPA or Enrolled Agent (EA, IRS e-filing authorized) strongly preferred or willingness/eligibility to obtain

Compensation and Perks

• ₱160,000 - ₱80,000/month commensurate with experience and credentials (approx. 920,000 – ₱2 0,000/year)
• Fully remote role, core business hours overlap with US leaders
• High-impact, executive partnership and company-wide visibility

Job Type: Full-time

Pay: Php160, Php180,000.00 per month

Benefits:

• Work from home

Work Location: Remote

Responsible for managing the preparation and production of financial information related to one or more divisions.

Oversee and coordinate internal financial audits to ensure compliance with company policies and procedures and applicable laws and regulations.

Manage the development of integrated financial analysis to include but not limited to revenue/ expense analyses, projections, reporting, cash flow, and payroll expense.

Oversee the forecasting and budgeting process, verify accuracy of data received and analyze all deviations to ensure that variations are properly identified and explained.

Develop, implement, and maintain new reporting applications to meet business needs.

Oversee and maintain existing reporting database tools through knowledge of programs, tools, and processing report requests.

Prepare analysis of historical and projected financial performance and key performance indicators.

Conduct financial analysis of potential acquisitions, asset dispositions, capital structure alternatives, investments, and strategic initiatives.

Conduct industry and comparable company analysis to examine the positions and performance of the company relative to its peers.

Conduct efficiency studies to identify areas of improvement. Provide cost control by analyzing costs and implementing cost saving solutions. Trend analysis to identify core financial and operational issues and opportunities.

Responsible for the accurate and timely filings of all governmental, statutory, client specific, and company reports.

Lead and direct cross departmental teams in areas of profit and process improvement.

Teach and educate divisional management team in financial management principles. Drive financial accountability throughout division(s).

Bachelor's Degree in Accounting or Finance or equivalent in relevant work experience requried.

Certified Public Accountant (CPA) or Master of Business Administration preferred.

Seven or more years of financial analysis/management experience preferred. CapEx experience is a plus.

Experience with Human Resources Information Systems (HRIS), including SAP/Oracle preferred.

Knowledge and experience with general ledger functions and accounting principles including, but not limited to, Generally Accepted Accounting Principles (GAAP), Financial Accounting Standards Board (FASB) standards.

Solid understanding of key corporate finance principles, such as NPV, IRR, DCF, CAPM, WACC, and multiple valuation analysis.

This is Full time direct hire to our client

Salary: They will assess you depending on your skills and experiences.

The salary range on this post is NOT the actual Budget of our client but possibly within this range (our assumption only). Salary offer depends on your skills and experience and for approval of our client's management. They may still negotiate you.

They also offer allowances aside from Basic pay.

Specific Position Title: Senior Financial Planning Analyst

• College graduate of Accountancy = Required
• CPA - Advantage
• At least 5+ year total years' experience working in the field of accounting, finance, audit, financial analysis.
• Proficiency in financial modelling, budgeting, and forecasting.
• Strong analytical skills with the ability to translate complex data into actionable insights.
• Excellent Excel and data manipulation skills.
• Experience with financial software and ERP systems is desired.
• Strong communication, interpersonal and presentation skills with the ability to communicate well with internal stakeholders.
• Detail-oriented with a high degree of accuracy.
• Ability to work independently and in a team, managing multiple tasks and deadlines effectively.
• Strong business acumen and the ability to understand and align financial strategies with business objectives.
• Excellent communication skills
• Flexible to work on SHIFTING/ ROTATING SHIFTS SCHEDULE especially MidShift Schedule (Schedule is still for verification but we prefer who can work on shifting and any shift assigned even Midshift , Nightshift), , holidays and/or weekends if assigned
• Willing to work on site in Paranaque
• Working experience in Shared services/BPO
• Can start ASAP

Job Types: Full-time, Permanent

Pay: Php50, Php75,000.00 per month

Application Question(s):

• Are you willing to work on a SHIFTING/ ROTATING SHIFTS SCHEDULE especially MidShift Schedule ? (Schedule is still for verification but we prefer who can work on shifting and any shift assigned even Midshift , Nightshift)
• Are you willing work ONSITE in Paranaque (Hybrid : Possibly 3-4 days onsite per week until further notice)?
• How long is your total experience in BPO / Shared Services Industries/Supporting international clients?
• How long is your total HANDS-ON WORKING experience in financial analysis & Financial Planning?
• How long is your total HANDS-ON WORKING experience in Budgeting?
• How long is your total HANDS-ON WORKING experience in forecasting?
• How long is your total HANDS-ON WORKING experience in Auditing?
• Do you have hands-on experience in Data Manipulation & data analysis?
• Do you have hands-on experience in using Excel functions such as formulas, Vlook up, Pivot table for data manipulation?
• Do you have hands-on experience in using ERP & Financial software software such as SAP; Oracle? SPECIFY
• Are you comfortable to work in BPO company for Gaming/online Sports & Gambling?
• What are your career aspirations (long term career goals)?
• How much your expected salary? Php - basic pay/Month?

Education:

• Bachelor's (Preferred)

Work Location: In person

This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.

Responsibilities
:

• Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.
• Serving as primary point of contact for business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax.
• Informing and understanding business priorities to develop financial plans.
• Supporting performance based outcomes.
• Contributing to and executing on the strategic direction of team.
• Responsible for managing the various financial aspects, including:
• Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans.
• Partnering effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets.
• Helping drive financial discipline, efficiencies and a culture of accountability of delivering financial results.
• Developing multi-year financial plans in partnership with business heads that are integrated with Citigroup's overall strategic planning process.
• Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
• Developing business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.
• Contributing to solutions for complex and multi layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.
• Working with business to identify and execute on long and short term expense management and optimization initiatives.
• Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis.
• Provide Input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• Relevant experience
• Bachelor's/University degree, Master's degree preferred and managerial experience

Job Family Group:
Finance

Job Family:
Financial Accounting

Time Type:
Full time

Most Relevant Skills
Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

Work Your Magic with us

Ready to explore, break barriers, and discover more? We know you've got big plans – so do we Our colleagues across the globe love innovating with science and technology to enrich people's lives with our solutions in Healthcare, Life Science, and Electronics. Together, we dream big and are passionate about caring for our rich mix of people, customers, patients, and planet. That's why we are always looking for curious minds that see themselves imagining the unimaginable with us.

Who you are:

For Controlling Analyst/Associate or Senior Controlling Analyst:

• Graduate of Finance/Accounting, preferably CPA. CIMA/CMA not required but an advantage.
• Experienced in finance operations in shared service setting or local at least 2-10 years focusing on financial modelling, management reporting, financial analysis, budgeting & forecasting, internal controls, capEx, cash flow management, stakeholder relations and risk management.
• Experienced in evaluating and implementing financial systems and technologies to enhance efficiency and accuracy in financial reporting and analysis.
• Controlling experience in biotech/pharmaceutical/manufacturing industry and in shared service is an advantage.
• Collaborative, assertive, and confident to communicate to all levels in the organization. (e.g presenting financial data to the Business stakeholders).
• Amenable to work on a mid-shift
• Applied Knowledge in Business Performance Reporting Tools (Dashboard)
• Advanced Skills in MS Excel with experience in Power BI, Power Automate, Analysis for Office, SAC, Tableau, Hyperion, Cloud Reporting, and other reporting tools.

What we offer:

We are curious minds that come from a broad range of backgrounds, perspectives, and life experiences. We celebrate all dimensions of diversity and believe that it drives excellence and innovation, strengthening our ability to lead in science and technology. We are committed to creating access and opportunities for all to develop and grow at your own pace. Join us in building a culture of inclusion and belonging that impacts millions and empowers everyone to work their magic and champion human progress

Apply now and become a part of our diverse team