Elesta SpA

• Design and iterate cross-border holding, operating, and financing structures.
• Optimise WHT, VAT, and CT exposures, treaty positioning, and financing flows including interest, fees, royalties, and service charges.
• Advise on substance, beneficial ownership, and anti-avoidance risk controls, including GAAR/SAAR, ATAD themes, and principal purpose tests.
• Advise UBOs on residency planning, cross-border personal taxes, and wealth-structuring interfaces with corporate flows.
• Review and improve UBO loan structures, including taxability, documentation, arm’s-length requirements, disclosure risk, and exit/repayment planning.
• Prepare the group for authority and regulator questions, including disclosure, response strategy, and consistency across filings and financial statements.
• Coordinate external tax counsel across multiple jurisdictions and ensure outputs are consistent and implementation-ready.
• Maintain a living tax risk register and roadmap with quarterly refreshes.
• Provide short weekly async updates and join key calls.

Tax Advisor – HNWI

Financial Planning and Analysis

• Lead, manage, and develop the finance team (3–4 people), fostering a high-performance culture aligned with company goals.
• Formulate and execute financial strategies supporting company growth objectives and operational efficiencies.
• Oversee financial planning, budgeting, forecasting, and reporting for accuracy and timeliness.
• Conduct comprehensive financial analysis to guide decision-making and support strategic initiatives.
• Monitor key financial metrics and industry trends to identify opportunities and risks proactively.
• Ensure compliance with relevant financial regulations and reporting standards.
• Develop relationships with external stakeholders, including auditors, banks, and investors.
• Implement financial controls and policies to safeguard company assets.
• Participate in executive-level strategy development and provide insights based on financial data.

Tax Advisor – HNWI

Head of Finance