Rogério Carvalho Email & Phone Number

Porto, Portugal

As Tax Manager at OutSystems I oversee the Group's matters involving Direct Taxes. The main tasks I perform are:- Preparation of the Group's quarterly tax deliverables (IFRS reporting), namely: tax accruals and income tax provision (IAS12); deferred tax rollforward; payable/receivable income tax accounts rollfoward and reconciliation; effective tax rate reconciliation; calculation of IC charges, reflecting the Group's transfer pricing policy; reconciliation/validation of IC charges… Show more As Tax Manager at OutSystems I oversee the Group's matters involving Direct Taxes. The main tasks I perform are:- Preparation of the Group's quarterly tax deliverables (IFRS reporting), namely: tax accruals and income tax provision (IAS12); deferred tax rollforward; payable/receivable income tax accounts rollfoward and reconciliation; effective tax rate reconciliation; calculation of IC charges, reflecting the Group's transfer pricing policy; reconciliation/validation of IC charges accounts; preparation of quarterly tax memo; - Control of income tax accounts;- Calculation of IC charges, reflecting the Group's transfer pricing policy; - Implementing and ensuring effectiveness of key SOX controls for taxes;- Reviewing Financial Statements (Tax FNs);- Liaising with our global CIT provider to submit all CIT returns across the several jurisdictions where we operate, including pre-payments and final payments;- Performing RTP analysis and instructing the accounting team to conclude the needed entries;- Reviewing TP documentation, including IC agreements;- Preparing technical memos to both our internal teams and external auditors;- Automating processes (using tools such as Solution 7);- Working with our ERP - ORACLE NETSUITE. Show less

Porto, Portugal (Remote)

I joined Outsystems as Tax Lead, envisaged to focus my attention on Corporate Tax and Transfer Pricing matters. I saw the opportunity of moving to Outsystems as the ideal next step in my career, embracing a managerial role and working directly with the Group Tax Director, willing at the same time to progress within the Tax Team as the company grows. Outsystems is a tech company, leader in its segment (low code platform), and one of the few Portuguese unicorns (valued at over 1bn$).

Porto, Portugal

Committed to new challenges, I saw the opportunity of working with Farfetch (NYSE: FTCH, operating a fast-growing e-commerce business) as the ideal next-step to proceed with my career. The main tasks I performed during this experience were:- Monitoring global transfer pricing policies and their implementation, including support in the preparation of inter-company agreements as well as monitoring local transfer pricing documentation and the preparation of the Group's Transfer Pricing Master… Show more Committed to new challenges, I saw the opportunity of working with Farfetch (NYSE: FTCH, operating a fast-growing e-commerce business) as the ideal next-step to proceed with my career. The main tasks I performed during this experience were:- Monitoring global transfer pricing policies and their implementation, including support in the preparation of inter-company agreements as well as monitoring local transfer pricing documentation and the preparation of the Group's Transfer Pricing Master File;- Monitoring the implementation of Country by Country Reporting (CbCR) within the Group, including local notifications and the preparation of the information to report;- Monitoring the implementation of Digital Services Taxes worldwide and their impact on the Group's activities, including calculation schedules and gathering the relevant information for assessing the relevant tax liability. I also provide support in the implementation of the policies to mitigate the impact of this tax at the level of the Group;- Review Corporate Income Tax returns and calculate the tax expense to be booked, as well as any advance payments, providing at the same time support to the accounting team in booking these realities according to IFRS accounting;- Support quarter-end closing workings, namely: calculation of inter-company charges, validation of Corporate Income Tax payments and its accurate bookings / evidence of payment, support in the Group's tax provision and its effective accounting and calculate the accrual for the Digital Services Tax expense;- Coordinate works with tax advisors worldwide;- Provide ad hoc support to the Group regarding several matters, such as inter-company transactions, including loan operations, or provide tax support for several international matters;- Main territories I worked with were: Hong Kong, China, Japan, Russia, Mexico, Brazil, Portugal and, on a minor scale (since they have local teams engaged with these countries), the UK, the US and Italy. Show less

Porto, Portugal

As a Senior Tax Specialist at the Tax Department of EFACEC Power Solutions Group, I provided support to the Group’s entities regarding several taxes, such as Value Added Taxes, Corporate Income Tax, Personal Income Tax, Social Security or Stamp Duty Tax, both in Portugal and abroad. In this experience, I strengthned my knowledge in VAT and international taxation, coordinating several works with tax advisers where the Group was operating. I also took the opportunity to experience the environment… Show more As a Senior Tax Specialist at the Tax Department of EFACEC Power Solutions Group, I provided support to the Group’s entities regarding several taxes, such as Value Added Taxes, Corporate Income Tax, Personal Income Tax, Social Security or Stamp Duty Tax, both in Portugal and abroad. In this experience, I strengthned my knowledge in VAT and international taxation, coordinating several works with tax advisers where the Group was operating. I also took the opportunity to experience the environment of working as an in-house adviser for the first time, which led me to an increased level of autonomy in my work and a closer approach to the implementation of tax-guided recommendations. Among others, the main tasks I performed during this experience were:- Providing support to business unit tenderers by analyzing the main tax risks, framework and inefficiencies related to a commercial proposal/envisaged Project (v.g., VAT losses and withholding taxes). Under such analyses, I also proposed the envisaged structure for the Project, in order to minimize the said inefficiencies;- Monitoring and providing support in tax disputes with the tax authorities where Efacec operated, including monthly reports to the legal department and minor shareholders; - Coordinating several works with tax advisers, both in Portugal and abroad, such as those related to transfer pricing compliance requirements and planning, permanent establishment issues, Corporate Income Tax, Value Added Taxes, etc…;- Providing support concerning current tax issues for the transactions carried out within the Group, including transfer pricing matters. Show less

Porto, Portugal

As a Senior Tax consultant at KPMG’s Direct Taxes Division, I experienced the opportunity to coordinate and oversee projects related to compliance services and provide support to major Portuguese companies regarding Corporate Income Tax, Personal Income Tax, Social Security and Stamp Duty Tax. Among others, I was part of the team supporting major Portuguese companies regarding:- Corporate Income Tax, Personal Income Tax, Social Security and Stamp Duty Tax compliance requirements;- Tax… Show more As a Senior Tax consultant at KPMG’s Direct Taxes Division, I experienced the opportunity to coordinate and oversee projects related to compliance services and provide support to major Portuguese companies regarding Corporate Income Tax, Personal Income Tax, Social Security and Stamp Duty Tax. Among others, I was part of the team supporting major Portuguese companies regarding:- Corporate Income Tax, Personal Income Tax, Social Security and Stamp Duty Tax compliance requirements;- Tax planning involving the above-mentioned taxes – tax optimization regarding envisaged transactions to be established by our clients;- Recovering overpaid taxes;- Benefiting from the tax benefits foreseen in the Portuguese Tax Incentives Statute (excluding R&D tax incentives and financial incentives);- M&A projects: tax due diligence and tax structuring works – support our clients in defining the most efficient shareholding and funding structures, from a Portuguese tax perspective;- Support in the event of a tax audit (interaction with the Portuguese Tax Authorities);- Validate CIT estimate for our audit clients; and- Restructuring processes – support our clients in merger and demerger operations, from a tax optimization perspective. Show less

Porto, Portugal

As an Assistant Tax consultant at KPMG’s Direct Taxes Division, I gained experience in compliance services and provided support to major Portuguese companies regarding Corporate Income Tax, Personal Income Tax, Social Security and Stamp Duty Tax.

Lisboa, Portugal

As an Assistant Tax consultant at KPMG’s Transfer Pricing Division, I was able to perform multiple transfer pricing compliance works and provided support in implementing the best transfer pricing policies. Among others, I was part of the team engaged in the following projects: - Compliance reports for several companies among several industries, supporting their controlled transactions under a Transfer Pricing perspective, for an eventual Tax Audit;- Consultancy in applying the best… Show more As an Assistant Tax consultant at KPMG’s Transfer Pricing Division, I was able to perform multiple transfer pricing compliance works and provided support in implementing the best transfer pricing policies. Among others, I was part of the team engaged in the following projects: - Compliance reports for several companies among several industries, supporting their controlled transactions under a Transfer Pricing perspective, for an eventual Tax Audit;- Consultancy in applying the best transfer pricing policies in a Multinational Group operating in the Renewable Energy Sector; and- Consultancy in applying the best transfer pricing policies in the restructuring process of a company operating in the Courier Industry. Show less

Vila Nova De Famalicão

As an Accounting Assistant, my first experience was mainly focused on providing support to the Company’s chartered accountant and management. Among others, the main activities performed during this internship were: - Daily analysis of the Company’s transactions;- Recording transactions in an Excel File to support the Official Chartered Accountant; - Administrative services (support on the daily business concerns); and- Preparation of presentations for clients and designing a… Show more As an Accounting Assistant, my first experience was mainly focused on providing support to the Company’s chartered accountant and management. Among others, the main activities performed during this internship were: - Daily analysis of the Company’s transactions;- Recording transactions in an Excel File to support the Official Chartered Accountant; - Administrative services (support on the daily business concerns); and- Preparation of presentations for clients and designing a Website. Show less

Master'S Degree, Finance And Taxation, 15

Thesis: 'Earnings stripping rules: o impacto da medida nas empresas portuguesas'. Graded 17/20.

Licentiate Degree, Economics, 15