João Pedro Carvalho Carreira De Araújo
Tax Manager
Lisbon,11
Summary
Proactive tax manager with strong background in financial analysis, tax litigation and tax compliance.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
14
14
years of professional experience
4
4
Certificates
2
2
Languages
Work History
Tax Manager
PwC
Lisbon
07.2019 - Current
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
- Managed a team of tax consultants and senior consultants, providing mentorship and professional development opportunities to foster growth.
- Reviewed complex tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Created training materials and led educational sessions for colleagues on emerging tax topics or regulatory changes that may affect the organization's operations.
- Optimized internal controls by implementing standardized procedures for managing work-papers, documentation, and recordkeeping.
- Identified potential areas of risk exposure in clients' existing operations, recommending corrective actions to mitigate liabilities.
- Assisted clients through tax audits, successfully negotiating resolutions and minimizing penalties owed.
Senior Tax Consultant
PwC
Lisbon, Portugal
03.2017 - 06.2019
- Completed in-depth research into tax issues affecting manufacturing, energy and services activities to offer expert advice and accurately prepare submissions.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Established strong relationships with clients through excellent communication skills and personalized service, resulting in a high retention rate.
- Taught junior staff how to interpret law and other applicable rules, prepare statements, resolve discrepancies and maximize efficiency.
- Prepared detailed reports on proposed legislative changes affecting client industries, enabling proactive adjustments to business operations as needed.
- Helped clients maintain full compliance with tax requirements with diligent application of best practices.
- Managed end-to-end preparation of corporate income tax returns; accurately interpreting data from various sources to ensure proper reporting and compliance.
- Identified potential areas of risk exposure for clients by performing thorough assessments of their financial positions and operations, recommending appropriate mitigation strategies accordingly.
- Advised multinational corporations on cross-border transactions, optimizing global tax efficiency.
- Conducted comprehensive reviews of clients' financial records to identify opportunities for tax savings and refunds.
- Mentored junior tax consultants, enhancing their knowledge of industry best practices and promoting professional growth.
- Leveraged extensive knowledge of industry-specific regulations to provide tailored advice for clients in diverse sectors, such as real estate, healthcare, technology, manufacturing, and energy.
- Reduced clients' tax liability through thorough research and identification of applicable deductions and credits.
- Presented tax-saving strategies to clients by conducting in-depth analyses of their financial situations and identifying opportunities for minimizing tax burdens.
- Participated in continuing education programs to maintain professional expertise in taxation matters.
- Stayed abreast of changing tax laws, ensuring the delivery of up-to-date advice to clients.
- Simplified complex tax code language for clients, clearly explaining relevant rules and regulations pertaining to their situations.
- Managed complex tax audits, ensuring accurate documentation and timely responses to the tax authorities' inquiries.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Furnished clients with sufficient information and advice to facilitate correct tax form completion.
- Researched tax implications for various deductions and credits.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Calculated estimated tax payments for clients.
- Offered clients recommendations to reduce tax liabilities.
Senior Tax Consultant
Deloitte
Lisbon, Portugal
09.2015 - 02.2017
- Completed in-depth research into tax issues affecting manufacturing and service provision activities to offer expert advice and accurately prepare submissions.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Established strong relationships with clients through excellent communication skills and personalized service, resulting in a high retention rate.
- Taught junior staff how to interpret law, prepare statements, resolve discrepancies and maximize efficiency.
- Helped clients maintain full compliance with tax requirements with diligent application of best practices.
- Managed the review of corporate income tax returns; accurately interpreting data from various sources to ensure proper reporting and compliance.
- Computed tax depreciation rates on business assets like technology and vehicles.
- Identified potential areas of risk exposure for clients by performing thorough assessments of their financial positions, recommending appropriate mitigation strategies accordingly.
- Conducted comprehensive reviews of clients' financial records to identify opportunities for tax savings and refunds.
- Mentored junior tax consultants, enhancing their knowledge of industry best practices and promoting professional growth.
- Leveraged extensive knowledge of industry-specific regulations to provide tailored advice for clients in diverse sectors, such as healthcare, technology, manufacturing, and energy.
- Reduced clients' tax liability through thorough research and identification of applicable deductions and credits.
- Presented tax-saving strategies to clients by conducting in-depth analyses of their financial situations and identifying opportunities for minimizing tax burdens.
- Participated in continuing education programs to maintain professional expertise in taxation matters.
- Stayed abreast of changing tax laws, ensuring the delivery of up-to-date advice to clients.
- Simplified complex tax code language for clients, clearly explaining relevant rules and regulations pertaining to their situations.
- Classified assets correctly to properly account for depreciation on routine filings.
- Managed complex tax audits, ensuring accurate documentation and timely responses to tax authorities inquiries.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- Used appropriate adjustments, deductions and credits to keep client's taxes to the required amount.
- Researched tax implications for various deductions and credits.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Calculated estimated tax payments for clients.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Facilitated communication between clients and tax authorities.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Tax Consultant
Deloitte
Lisbon, Portugal
09.2012 - 08.2015
- Reduced client tax liabilities by identifying applicable deductions and credits.
- Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.
- Reviewed tax returns for businesses within required deadlines.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Provided expert guidance to clients during audits, minimizing potential penalties and interest charges.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Analyzed detailed information from various sources to prepare accurate reports supporting well-informed decision-making.
- Conducted thorough research to stay current on ever-changing tax laws, ensuring compliance for clients.
- Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Kept abreast of new legislation affecting taxation policies, providing proactive advice to clients accordingly.
- Assisted clients in resolving IRS issues by navigating complex regulations and negotiating settlements.
- Calculated estimated tax payments for clients.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Facilitated communication between clients and tax authorities.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Responded to inquiries from IRS and other tax authorities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Researched tax implications for various deductions and credits.
- Reviewed tax returns for business clients.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Marketing Intern
Henkel
Lisbon, Portugal
02.2011 - 01.2012
- Tracked campaign performance metrics to identify areas for improvement and adjust strategies.
- Collaborated with sales team to create marketing materials that clearly communicated product benefits.
- Coordinated with vendors to secure promotional items, enhancing brand visibility at point of sales.
- Provided logistical support for trade shows, contributing to successful exhibition experiences.
- Assembled reports and presentations to share insights and recommendations with stakeholders.
Education
Master of Science - Business Administration
Católica Lisbon School of Business And Economics
LisbonBachelor of Science - Management
Nova School of Business And Economics
Lisbon, PortugalPost-Graduation - Tax Law
Católica Lisbon School of Law
Lisbon, PortugalSkills
Portuguese and Angolan Corporate Tax Knowledge
Tax Compliance Expertise
Tax Law Interpretation
Tax Due Diligence
Tax Controversy Resolution
Tax Advisory Services
Tax Research Abilities
Tax Treaty Application
Tax Training Development
Tax Risk Mitigation
Team Management
Client Relationship Management
Certification
Digital Taxation Training - 2019
Timeline
Tax Manager
PwC
07.2019 - Current
Senior Tax Consultant
PwC
03.2017 - 06.2019
Senior Tax Consultant
Deloitte
09.2015 - 02.2017
Tax Consultant
Deloitte
09.2012 - 08.2015
Marketing Intern
Henkel
02.2011 - 01.2012
Master of Science - Business Administration
Católica Lisbon School of Business And Economics
Bachelor of Science - Management
Nova School of Business And Economics
Post-Graduation - Tax Law
Católica Lisbon School of Law
Languages
Portuguese
Native language
English
Proficient
C2
German
Upper intermediate
B2