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Caio Patara

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OVERVIEW

Caio has extensive experience in tax operations, tax compliance and the financial services industry. He has worked on a wide range of tax planning schemes, due diligence, audits, complex tax structures, allocation breakdowns and FATCA. Caio has also worked on backup tax documentation and withholding refunds for hedge funds and institutional clients.

BACKGROUND

Previously, Caio worked at JP Morgan Chase and Morgan Stanley as a Tax Manager overseeing FATCA and BUW tax operations and tax compliance for IRS and internal audits. Prior to this, he worked for Citibank and Ernst & Young, providing tax consulting services.

PROFESSIONAL ACTIVITIES

Previously, Caio worked at JP Morgan Chase and Morgan Stanley as a Tax Manager overseeing FATCA and BUW tax operations and tax compliance for IRS and internal audits. Prior to this, he worked for Citibank and Ernst & Young, providing tax consulting services.

BAR ADMISSIONS

2009 - Admitted to the Sao Paulo Bar as a licensed Tax Attorney.

AREAS OF EXPERTISE

Accounting, Tax & Agency Services

LANGUAGES

English

Spanish

Portuguese

EDUCATION

University of Southern California, US, Master of Laws, 2018

Faculdade de Direito de Sao Bernardo do Campo, Brazil, Juris Doctor in Law, 2008

Universidade Metodista de Sao Paulo, Brazil, Bachelor of Science, Business Administration and International Studies, 2001

GET IN TOUCH

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