Grant Kaplan Email & Phone Number

Edinburgh, Scotland, United Kingdom

Glasgow, Scotland, United Kingdom

Initially employed from 2005 to 2008 as a transfer pricing specialist, returned in 2012 ● Working within a team environment where autonomy is encouraged & practiced with responsibility to increase tax revenue collected through the identification of taxpayers with possible transfer pricing & thin capitalisation exposure● Managing a range of assigned cases, working across a wide range of sectors including private & tax revenue services, analysis & determining any risks, drafting of reports, presenting outcomes to the team & taking decisions on whether to proceed to audit with cases or determine a no risk outcome● Precise & detailed review of company financial statements, tax returns & transfer pricing policy documentation● Interrogating numerous databases to establish what the pricing values should be – setting search parameters, turnover specifics, sectors etc● Meeting with taxpayers to conduct high level functional analysis interviews in order to understand the business & inter-group transactions in more detail● Preparing & raising of thin capitalisation & calculations● Drafting of any additional requests to be sent to taxpayersAchievements● Contributor to a few high-level cases where legal proceedings were issued (£300mill value) – research, analysis & document preparation

City Of Johannesburg, Gauteng, South Africa

Employed 1997-2001 as a senior tax consultant, returned in 2008 as a senior transfer pricing manager● Took the lead on cases within a team of 4 - reviewed documentation & discussed casesClient Management● Managed own TP portfolio across various multinationals (MNC) ● Conducted meetings with clients (finance directors & key stakeholders), discussed company operations & needs, issued engagement letters (terms of business) nationally & internationally● TP lifecycle management – design, implementations, documentation, monitoring & defending intercompany policies ● Assisted clients with exchange control (South Africa) & central bank (Africa) queries & challenges● Reviewed global transfer pricing docs for local (South African) compliance i.e. including functional & risk characterisation ● Prepared TP documents from cradle to grave● Engaged with audit teams to highlight any transfer pricing material risks; provided review outcomes & recommendations ● Planning, M&A, due diligence, financial transactions & audit supportTax Consultant/Senior Consultant – Oct 1997 to Sep 2001● Prepared tax returns for taxpayers inc tax schedules, travel allowance calculations, asset & liability reconciliations● Gained in-depth understanding of general corporate & international tax & vat principles, compliance & legislation● Drafted tax opinions, prepared corporate tax returns & schedules● Performed Vat & PAYE reviews Achievements● Key contributor to generating substantive turnaround & profitability in an initially underperforming team● Championed team interaction & collaboration,training & support, shared & embedded legislative knowledge, improved team dynamics● Built positive relationships with audit teams resulting in lucrative increase in cases to review● Conducted high-level presentations with auditors & orchestrated a office/branch road show highlight & share TP knowledge ● Presented at the All Africa Conference - Kenya & South Africa & at EY Tax Conference

● Attended transfer pricing functional analysis reviews & drafted analysis● Prepared benchmark studies ● Supported with transfer pricing queries – research & checking of pricing margins● WIP management & billing

Tax Law/Taxation

Bachelor Of Commerce - Bcom (Ba Accounting Equivalent), Accounting And Finance