Finance, Human Resources & Tax Compliance Managed Services

We support our clients in the following areas:

• Full or functional outsourcing of administrative and finance functions (finance & accounting outsourcing);
• preparation/conversion of accounts in several reporting formats (IFRS, US GAAP, SNC/Portugal GAAP, SNCRF/Cape Verde GAAP, PGC/Angola GAAP and other management accounts) and related financial reporting;
• support in specific situations, such as the recovery of accounts, analysis and reconciliation of accounts, preparation of information for ERP migration;
• control, tagging, inventory and asset reconciliation;
• transformation and operation of administrative and finance processes;
• companies’ start-up processes: official processes, implementation of procedures and controls, general ledger setup, working instructions, documentation and management reporting;
• controlling;
• liaison with regulatory bodies and preparation and submission of compliance obligations (Bank of Portugal, ASF, CMVM, European Banking Authority).
• tax provision outsourcing and support;
• accounting for uncertain tax positions (including FIN 48) assessments;
• tax accounting technical assistance and support, including customised training;
• other specialised tax accounting services, including deferred tax analyses and tax balance sheet assistance; and
• GAAP conversion modelling to determine the tax and accounting impact of moving different GAAP.

Our clients rely on our Connected Tax Compliance methodology, which includes:

• We take an integrated, global approach to the delivery of local compliance services, preparing, reviewing and submitting tax returns, ensuring the Certified Accountant role for the Company  (“Contabilista Certificado”), whenever needed.
• Local country specialist teams form the backbone of our service offering, providing experienced resources to help with the compliance needs today, support in future audits, and practical knowledge of current and emerging regulatory requirements.
• Sightline – is our web-based portal designed to collaborate with you around the world, including effective exchange of data sources, transparent review of deliverables, and real-time access to status, workflow, deliverables, and critical information.
• Our experience and scalability allows us to customize and adapt our delivery model to align with our clients’ broader business goals.

Additionally, we support our clients in transforming their tax departments, including:

• perform current state reviews of tax management across the business using our Tax Management Maturity Model (T3M);
• develop a tax strategy that’s aligned to the organisation’s commercial goals;
• develop and implement a detailed roadmaps for the tax function transformation;
• improve the effectiveness and efficiency of the tax function processes and controls;
• undertake detailed risk management reviews of the tax function;
• identify and manage the risks and challenges arising from change; and
• meet the demands for increased transparency.

Together, leveraging the proximity and dedication inherent to managed services, we identify what is essential for your business and adapt the model to your specific reality, supporting areas such as:

• Talent Acquisition & Onboarding – attracting talent and ensuring effective integration.
• Payroll, Compliance & Incentives – payroll processing, legal declarations, regulatory compliance and financial incentives for hiring.
• Total Rewards (Compensation & Benefits) – strategic management of compensation and benefits.
• HR Administration & People Operations – complete and rigorous execution of all processes, ensuring accuracy and timely delivery.
• Change Management & Organizational Design – support for cultural transformation and organizational restructuring.
• People Analytics & Reporting – data and reporting for strategic decision-making.
• HR Technology Support – functional support for HR systems and platform integration.
• Learning & Development – comprehensive management of learning and development programs, ensuring all employees have access to updated content and effective execution.
• Offboarding & Workforce Planning – managing exits due to contractual end and planning workforce needs.
• HR Helpdesk – dedicated helpdesk support to provide employees with clear, timely answers and guidance.

Through our HR Managed Services, we aim to promote efficiency, quality, and compliance powered by technology, enhancing the employee experience for your workforce – whether for 10 or 10,000 employees – and enabling our clients to focus on what truly matters: the sustainable and strategic growth of their business.