Coplan

Analyst

• Recording, analysis, and verification of incoming and outgoing invoices, as well as invoices for services rendered and received
• Tax calculation (ISS, ICMS, PIS, COFINS, IPI, IRPJ, CSLL) and issuance of payment guides for remittance
• Preparation and filing of ancillary declarations/reports (SPED Fiscal, EFD Contribuições, DCTF, ECD, ECF, DIRF, DEFIS, among others)
• Tax consultations and issuance of certificates with the competent authorities
• Advisory guidance to clients and the team on tax procedures and tax classification
• Development of tax reports and presentation of results
• Analysis and application of tax incentives and benefits to optimize client outcomes
• Conducting client meetings and supporting the selection of the most advantageous tax regimes

Tax Analyst

Bookkeeper

• Receive, review, and classify tax and financial documents
• Perform bank and accounting reconciliations, identifying and correcting discrepancies
• Prepare financial statements (Balance Sheet, Income Statement, Cash Flow Statement, Statement of Changes in Equity, and Notes to the Financial Statements)
• Calculate taxes (IRPJ, CSLL, ISS, among others) and file tax returns and ancillary obligations (ECD, ECF, DIRF, DEFIS, SPED)
• Supervise interns and support the team in executing accounting routines
• Provide advisory and consultative support to the client portfolio
• Set up client data and parameters in the Nasajon system, ensuring integration across departments

Accounting Assistant

Consultant

• Provide comprehensive consultancy to clients and internal teams, advising on legal requirements at the federal, state and municipal levels.
• Develop and lead tax recovery projects, tax classifications and detailed accounting analyses.
• Review product tax classification to ensure correct legal application and tax optimization.
• Provide support during tax audits, receiving notices, gathering documentation and preparing defenses.
• Participate in strategic client meetings to align obligations and discuss efficient solutions.
• Perform digital audits to identify errors and opportunities for improvement.
• Prepare highly complex reports and technical opinions.
• Stay continuously updated on legislation, preparing informational bulletins.
• Provide periodic technical training to teams.

Business Consultant – Accounting

• Provide comprehensive consulting to clients and internal teams, advising on legal requirements at the federal, state and municipal levels to ensure compliance and avoid penalties.
• Develop and lead tax recovery projects, tax classifications and detailed accounting analyses.
• Review product tax classifications to ensure correct legal application and tax optimization.
• Provide support during tax audits, handling notices, gathering documentation and preparing defenses to mitigate or eliminate undue tax penalties.
• Participate in strategic client meetings to align obligations, configure systems and discuss efficient solutions.
• Perform digital audits (labor, tax and accounting) to identify errors and opportunities for improvement or recovery.
• Prepare high-complexity technical reports and opinions (including income statement (DRE), balance sheet, cash flow, EBITDA, liquidity and ROI), providing strategic insights for client decision-making.
• Stay continuously updated on legislation, preparing bulletins, summaries and technical opinions for clients and colleagues.
• Deliver periodic technical training to the Tax, Accounting and Payroll teams to support ongoing technical development and ensure consistency of procedures.

Business Consultant – Tax

• Execute and verify full Personnel Department routines, including hiring, terminations, vacations, payroll, and benefits
• Ensure correct calculation of labor charges (FGTS, INSS, DCTFWeb, eSocial) and compliance with legal deadlines
• Conduct strategic meetings with clients, ensuring clarity of information and high-quality service
• Support coordination, acting as a technical team lead in the efficient execution of processes and portfolio management, ensuring excellence in deliverables and adherence to deadlines
• Develop strategic reports with indicators (KPIs), contributing to strategic decision-making
• Provide technical and consultative support to clients, advising on labor and social security matters
• Monitor audits, ensuring compliance of labor and social security information
• Stay up to date with legislation and labor best practices, ensuring security and accuracy in operations

Tax Analyst

Accounting Assistant

Business Consultant – Accounting

Business Consultant – Tax

Personnel Department Analyst