Rita Mota

Experience

• 

  KPMG Portugal

  Sept 2017 - Oct 2021

  As a senior tax consultant my main responsibilities were the following: - Prepare advice on tax and social security compliance obligations; - Assist on the development international mobility programs, as well as procedures of improvement and optimization of compensation packages; - Analysis of individual’s eligibility for the Portuguese special tax regimes, and guidance with the related process (for the non-habitual resident regime and former tax resident regime); - Preparation and filing of income tax returns (PIT), tax estimations, gross-up calculations, hypotax and tax equalization calculations; - Advice on compliance with tax reporting obligations by employees as well as reporting and withholding obligations for companies; - Guidance on the tax implications arising from relocating to or from Portugal; - Preparation of legal petitions (e.g., tax claims and hierarchical appeals); - Advice on remote work implications and Permanent Establishment risk. Show less

  • Senior Tax Consultant - Personal Advisory Services

    Oct 2020 - Oct 2021

  • Tax Consultant - Personal Advisory Services

    Sept 2017 - Oct 2020
• 

  EY

  Oct 2021 - Mar 2022

  Experienced Senior Tax Consultant

  In addition to the work already performed as senior consultant, as an experienced senior tax consultant my main responsibilities are the following: - Manage multiple client engagements; - Prepare and review reports, working papers, and other documents (e.g., tax reports, proposals, engagement letters, presentations, etc.); - Provide guidance to staff (e.g., on-the-job feedback and training, conduct performance reviews); - Ensure proper approval and sign-off of the client deliverables within the firm. Show less

• 

  SBM Offshore

  Jun 2023 - now

  Global Outbound Mobility Specialist

  As a Global Mobility Specialist, my main responsibilities are the following:- Prepare Assignment Proposal (summary of benefits and salary simulations);- Analyze the business case and select the best option for the Company and the Employee (Assignment vehicle, Secondment, etc.)- Provide recommendations on International Mobility Optimization (Secondment, Social and Tax Agreement, etc.)- Ensure compliance with IM rules and Policies and monitor deviation process if needed;- Prepare or review the assignments letters for long- or short-term assignments;- Organize and lead the on-boarding (pre-assignment) meetings with the future assignees, the home and host countries and main contacts;- Interface with different stakeholders for coordination of the mobilizations / demobilizations (logistic: moving/storage, immigration, contractual documents issuance in due time, pre- assignment visit, Tax issues, etc.)- Handle the Hypo tax and Tax Equalization process;- Provide guidance to HR BP and ensure the position management for assignment in the HR system - using SAP Lucy;· Liaise with HRBPs on Mobility matters with regular review of their population: HCT / Transfers / Issues etc.;· Monitor IM Population (care, IM cultural training, talent review) and get regular contact with the assignees and the business;· Monthly benefit calculation through the Monthly Time Sheets system by granting corresponding allowances (as per International Mobility policies) and liaise with Payroll team for the payment of the benefits on duly time (on a monthly basis);- Company's point of contact for Global Mobility queries;- Implementing Global Mobility efforts Company-wide;- Assisting core business departments with analysis and insights regarding implications of global hiring (e.g., employment, immigration, social security, tax regimes and policy);-Develop internal materials about Global Mobility, Tax Policy, internal procedures;- Ticket triage through Service Now; Show less