Coplan

Consultant

• Provide comprehensive consultancy to clients and internal teams, advising on legislative 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 inspections, handling notices of infraction, compiling documentation and preparing defenses aimed at mitigating or eliminating undue tax penalties.
• Participate in strategic meetings with clients to align obligations, system configuration, and discuss efficient solutions.
• Conduct digital audits (labor, tax, and accounting) to identify errors and opportunities for improvement or recovery.
• Prepare high-complexity technical reports and opinions (including P&L, balance sheet, cash flow, EBITDA, liquidity and ROI), providing strategic insights for clients' decision-making.
• Stay continuously updated on legislation, preparing newsletters, summaries, and technical opinions for clients and colleagues.
• Provide periodic technical training to the Tax, Accounting and HR/Payroll teams, aiming for continuous technical development and standardization of procedures.

Accounting Consultant

Analyst

• Recording, analysis and verification of incoming and outgoing invoices, and invoices for services provided and received.
• Calculation of taxes (ISS, ICMS, PIS, COFINS, IPI, IRPJ, CSLL) and issuing tax payment slips.
• Preparation and submission of tax filings and ancillary declarations (SPED Fiscal, EFD-Contribuições, DCTF, ECD, ECF, DIRF, DEFIS, among others).
• Tax queries and issuance of certificates with 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 definition of the most advantageous tax regimes.

Accounting Consultant

Tax Analyst