José Tomás Medina

Providing management advise to family and start-up companies in Latina America and Switzerland.

• Develop client relationships. • Identify clients’ needs & improve TP set-up. • Manage the project and coordination with foreign PwC TP, VAT, CT, Advisory teams. • Bridge clients’ business with TP implications. • Benchmarks. • Promote the use of PwC’s innovative solutions/packages. • Quality Risk Management. • Coach and develop junior staff.

• Work with corporate tax partners in assisting Venezuelan and foreign multinationals in developing tax planning strategies. • Identify and assess clients’ transactions, developing their TP documentation. • Analyse client’s financial data, prepare segmentations, apply the methodology and the arm’s length principle according to the OECD, Venezuelan law, US §482, German AStG, KStG. • Produced key compliance documentation, minimizing chances of differences that could become tax contingencies.

• Worked in transfer pricing projects from the pharmaceutical, tobacco and reinsurance industry. These projects included functional, economic, and industry analyses, the selection of appropriate third party comparables, and the application of the best methods under US§482. • Participated in a knowledge management global project, searching and identifying best practices, and developed the design and user procedure of the database. The database is in continuing development.

• Management of the trust funds: Control, update and accounts conciliation. • Account Receivables: Billing and due invoices conciliation. • Account Payables: current payables, taxes, check issue and payments, bookkeeping, weekly budget, monthly budget and bank conciliation.

Corporate finance and consulting; average grade stage 1: 1.5 (excellent). Master’s Thesis “German and OECD Transfer Pricing Adjustment Mechanisms”