If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

Overview:

• 20+ years of international tax experience spanning Big 4, in-house leadership and private practice, covering direct tax, indirect tax, transfer pricing, M&A, tax controversy and cross-border structuring.
• Strong commercial and stakeholder management background partnering with CFOs, Boards, Treasury, Legal, HR and business leadership teams, and leading tax transformation initiatives.
• Unique combination of legal and accounting qualifications with deep technical expertise across the tax space supported by extensive experience in both advisory and in-house environments.

00221218

PROFILE:

I am determined, loyal, friendly, adaptable, flexible, organised and self-motivated. I work well as part of a team or individually. I am results driven, passionate, ethic and forward thinking professional. I enjoy music, sports and socialising with friends and family.

TECHNICAL:

• Systems: Microsoft Office (mainly advanced Excel), Anaplan, Diligent, SAP S/4Hana, Plexus, NetSuite, Avalara, SAP BW/R3, Power BI, OneSource, Alphatax, Alphabridge, Alphacat, Alphavat, PARK, Concur, Oracle Hyperion Financial Management, Microsiga, Peoplesoft, Cognos, Micros, Opera, Blueprint, Dropbox, Slack, MacOS.

CAREER HISTORY:

2021 - Present

Tax Business Partner / Interim Tax Consultant

Working on interim/project basis, covering tax compliance, reporting and advisory, enhancing processes, adding value to strategic plans, filling skills and capacity gaps due to rapid growth, tax transformation, ad hoc initiatives or temporary leave. Main sectors: renewable energy, technology, data, insurance and legal. Main responsibilities/projects included:

• Improving/implementing tax processes, including assessing/contracting automated tax solutions
• Oversight/management of TP documentation/tax advisors, ensuring compliance with TP, CbCR and Pillar 2 global requirements;
• Leading direct tax compliance and reporting, being point of contact for UK/international cross- functional teams, tax advisors / local teams regarding CIT/WHT, VAT, CRS, US forms, tax audits
• Managing/supporting year end tax consolidation, including review of local Corporate Tax packs (12 countries), consolidated tax notes/reconciliation to auditors
• Providing tax input/advice on tax planning, financing, restructuring and ad hoc projects
• Leading indirect tax compliance/advisory of approx. 20 VAT/GST/Sales Tax registrations, managing external partners globally, reviewing reports from new system (Avalara)
• Reviewing/addressing risks and streamlining tax processes after ERP (NetSuite) migration, as well as providing VAT training to the teams involved
• Managing multiple outstanding tax analysis/queries from the CFO, internal teams, clients, external advisors and tax authorities
• Taking part in a tax transformation project, partnering with EY/Data/Finance/Operations/Oracle teams (as part of a wider finance mission) advising on tax requirements/processes
• Managing VAT remediation and identifying/quantifying VAT risks / credits due to ongoing ECN
• Reviewing VAT compliance process and reporting documents related to insurance claims
• UK/international tax consulting on direct/indirect taxes due to client expansion overseas
• Providing input/advice on projects, involving due diligence, R&D, TP, governance, tax strategy
• Reviewing/assessing impact of tax reform overseas and Pillar 2 developments

Key Achievements:

• I have brought in cost effective solutions saving c£400K & enhancing transparency/accuracy.
• I have reviewed/prepared qualified CbCR / Pillar 2 calculations reducing time/costs with external advisors.
• I have improved accuracy of declarations to tax authorities mitigating risks and penalties.
• I have provided leadership with clarity on VAT/GST risk exposure and the necessary changes/resources, while delivering training and mitigating the risks in ongoing declarations.
• I have identified and quantified a VAT credit of c£200K as a result of process improvement.
• I have enhanced transparency/reporting of VAT related to insurance claims and identified other relevant risk exposures from the past three years to be included in the ongoing ECN.

2021

Energy Company

Global International Tax Manager / UK Head of Tax (Interim)

Number 2 of Global Head of Tax in major projects, I was responsible for management of international tax advisory, providing tax support within Europe/Asia; I also led the UK direct taxes demands before arrival of the UK Head of Tax, which included management of SAO and ad hoc projects. Mainly:

• Management of international tax projects of the group (including external advisors, if required)
• Assessing withholding tax/CIT implications of restructuring plans, cash repatriation, M&A
• Management of withholding tax compliance/forms UK and overseas
• Leading UK compliance, SAO deadlines and ad hoc reconciliation of CIR, group relief, DAC-6
• Oversight of staff responsible for preparation of UK tax computations / compliance tracker

2019 – 2020

Financial Services

Deputy Group Head of Tax (Interim)

I was responsible for management of compliance and advisory work related to indirect and direct taxes within UK, EU, Asia and the Americas; providing tax support to all areas of the business. Mainly:

• Review/preparation of tax returns/provisions of UK and overseas entities (including Corporation Tax, EU VAT, GST, VAT partial exemption method, EC Sales list, etc.)
• Mergers and Acquisitions / Due diligence (UK and overseas) and international tax support
• Streamlining tax processes significantly reducing tax work/enhancing transparency
• Liaison with Legal, HR, Accounting, Treasury, AR, AP, IT teams regarding tax matters (including opening overseas entities/branches, permanent establishment, etc.)
• Management of AEOI CRS/FATCA (UK), Making Tax Digital and EU DAC-6 compliance analysis
• Oversight of transfer pricing documentation
• Ad hoc tax analysis related to withholding tax implications, W-forms, 1099’s and other US compliance requirements; IFRS 16 (Leases), R&D and interest restrictions (UK)

2017 – 2018

Business to Business

Group Tax Accountant (Interim)

Responsible for management of tax reporting pack (over 200 entities). Main responsibilities included:

• Completion of BEPS CbCR (filed in the UK) dealing with FD’s across the globe, including analysis of local requirements (ensuring compliance within the 32 countries)
• Preparation and review of transfer pricing documentation
• Monthly calculation of effective tax rate of the group for forecast, budget, strategic plan and year end/half year, including adjustments of non-forecasted transactions/changes of tax rates
• Review of tax reporting pack of the group during monthly forecasts and year end/half year, especially tax impact of acquisition costs/intangibles
• Preparation of tax P&L and Balance Sheet reconciliation for consolidation/audit purposes
• Review and calculation of corporate interest restriction (UK)
• Analysis of IFRS rules and assessing tax impact on the group (such as IFRS 16 Leases)

2016 – 2017

Trading

Senior Tax Accountant

I was responsible for completion and review of BEPS reporting for the region, Corporate Tax / VAT compliance and ad hoc advisory (over 20 entities across EMEA/CIS). Main responsibilities included:

• Completion and review of BEPS country by country reporting for the region (EMEA CIS) dealing with head office in Japan, including analysis of local requirements (notification/local files)
• Preparation and review of transfer pricing documentation
• Preparation of Corporation Tax provision, returns and reporting pack (UK)
• Preparation/submission of monthly and quarterly VAT Returns, EC Sales Lists and Intra Stats for UK group companies and for UK VAT registered companies based at other Member States
• Management of VAT advisory on an ad hoc basis, including advice on VAT triangulation within single market and liaising with tax advisors across European countries
• Management of withholding tax compliance (including certificates of residence)
• Preparation and development of J-SOX checklists for quarterly reporting to head office

2014 – 2016

Hospitality

Assistant Financial Controller

• I was responsible for management accounts, VAT/financial reporting, budget/forecast and a team of 2.

2014 – 2015

Technology Company

Tax Researcher (freelance)

• Research of information / developments on international tax, business and legal affairs. I was responsible for Brazil, Portugal and Madeira.

2012 – 2013

Law Firm

Partner

• I was invited to join a partnership in a law firm as responsible for direct taxes, international taxes and transfer pricing. I was the partner also responsible for financial statements/controls of the firm.

2004 – 2012

Law Firm

Senior Lawyer

• I started as tax advisor in 2004 and promoted to Senior Lawyer in the area of direct and international taxes, managing a team of approximately 12 associates. I gained wide International/Corporate Tax experience dealing with multinational clients in several industries, such as: Sanofi-Aventis Group, Marubeni Corporation, Visa Inc., Volkswagen, Ericsson, CCR Group, Brisa Auto Estradas Portugal, Natura S.A., Goodyear, Coty Inc., amongst others.

1999 – 2004

Big 4

Senior Tax Advisor

• I started as trainee and I was internally promoted to Senior Tax Advisor, managing and training a team of approximately 20 associates with different levels of experience. I gained a wide International/Corporate Tax experience dealing with multinational clients in several industries, such as: Coimex Trading, American Express, Louis Vuitton, Whirlpool, Bombardier, Givaudan, Nestlé, HP, Eli Lilly, Toshiba, ABN AMRO Bank, amongst others.

EDUCATION:

2009: University
Law Degree / Legal Qualification
Lawyer licence issued by the Brazilian Bar Association in 2010

2002: University
Accounting Qualification
Certified Public Accountant licence issued in 2003 (equivalent to a Chartered Accountant qualification in the UK)

2012: The International Tax Centre
International Tax Law

2012: School of Business and Finance
Postgraduate Programme in Mergers & Acquisitions (M&A) / Mergers, Acquisitions and Leveraged Buyouts (M&L)

2008–2010: Institution
Implementation of IFRS (with emphasis on tax effects)

2008: Institution
Legal Issues in Due Diligence Processes

2008: School
English – Interchange Programme

1999–2000: Big 4 / University Programme
Associate’s Degree in Accounting

LANGUAGES:

• Portuguese (native), English (fluent) and Spanish (advanced)

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

To view other CV's please click here.