Robert Thomas

Based on his extensive multi-legislational experience, in a very short period of time, have had significant contribution to the transformation of the business from a small company developing customized services to help businesses to one of the leading global players in the industry.

• Executive supervision over the activities of the Global Tax Operations Team;
• Development of annual operations plans, budget projections and reports, operations systems, policies and procedures including Customer Service Manuals, Referral Programs, components of new tax services to be offered, etc.;
• Ensuring collaboration between operations and finance, audit, administration and IT support functions across local offices;
• Developing and introducing mechanisms for identifying and securing business growth opportunities;
• Identifying technology requirements of offices to improve business process flows including CRM or web-based applications;
• Ensuring that Global Tax Team meets high standards of management and compliance for all client-funded projects;
• Guaranteeing that appropriate responses to all audit reports and findings are distributed to Managers and implementation plans are developed;
• Ensuring that integrated audit findings (international and local) are communicated to appropriate Tax Managers and an effective response is implemented;
• Providing guidance to the Global Tax Operations Team on all aspects of the tax issues incl. researching, training other employees, analysing financial statements, etc.;
• Participating in recruitment and performance appraisal for the Global Tax Operations Team;
• Conducting meetings and briefing staff regularly for any problem resolution or improvements of the business flows, etc.

2-month Process Definition (part of business transition) project carried out in the premises of one of major INFOSYS’ Clients in the U.S., where I was evidencing As Is processes, optimizing them and presenting how the To Be processes will be working after migration to INFOSYS – I have also prepared very detailed maps of the processes using MS Visio.

ULTIMATE QUALITY OF TAX SERVICES RENDERED

1. Business development of tax activities - preparing proposals based on the designed solutions, providing Clients with complex MS PowerPoint presentations.
2. Supervision over people responsible for making complex Polish VAT Compliances.
3. Making massive European VAT settlements.
4. Rendering tax advisory services for internal purposes (Supporting other employees of the Company with regard to the Polish tax regulations).
5. Business process preparation, analysis and optimization.
6. Conducting internal tax audits and creating audit procedures.
7. Cooperation with external tax advisers.
8. Representing Clients during tax inspections and audits.
9. Drafting legal agreements, etc.

1. Preparing very complex and untypical VAT Compliances.
2. Writing complex tax opinions, also concerning CIT, PIT and TCLT without any help (also in English).
3. Procedure of applying for the Authorized Economic Operator status.
4. Transactions within the bonded stock and triangulations as well as four stage transactions.
5. Managing group of Tax Assistants.
6. Contacting Clients.
7. Writing press articles and preparing VAT Forum Newsletters.

Specializations: Cash pooling, cross-border leasing, cross-border mergers, Conventions for the avoidance of double taxation, VAT, CIT, Tax Accountancy, PIT and TCLT, taxation of leasing, factoring, mergers & acquisitions.
1. Preparing legal-tax opinions and recommendations.
2. Researches of different level of precision - presented in a form, which makes the relevant information more visible, ordered from the most important to the less relevant information.
3. Writing applications for binding rulings to the Ministry of Finance.
4. Writing appellations from the decisions of the Head of relevant tax office.
5. Advanced numerical operations.
6. Preparing innovative proposals.
7. The advanced use of MS Office set of programs.
8. Cooperation with Marketing-Tax Business Development.

1. Countless VAT registrations of foreign entities in Poland - expert level.
2. Preparing very complex VAT compliances.
3. Advanced numerical operations.
4. Providing numerous advanced English and German translations.
5. Participation in "due diligence" reviews, providing help in preparing reports, also in German and English.
6. Auditing financial institutions.
7. Preparing of proposals, agreements and attachments to them.
8. Preparing numerous researches of needed precision level.
9. Experience in Benchmarking.
10.Preparing VAT refund claims.
11.Drafting, writing, upgrading and translating tax opinions.
12.Preparing billings and cover letters.
13.Preparing materials and presentations for seminars.
14.Tax optimization of the carve-outs of companies.
15.Cooperation with TP, GIA, Transaction Tax, Human Capital and Litigation departments, also with local offices.

1. Preparing press articles.
2. Conducting interviews, also in foreign languages, with executives of the listed companies.
3. Writing news.
4. Synthetic analysis concerning current tendencies in the Polish market.
5. Contacting representatives of the companies, also in German and English.
6. The first cover and the exclusive article written only after 3 days in work.

1. Selling insurances.
2. Advisory in OFE issues.

Writing press articles