My mission

  • I am CEO and founder of Instytut Solona, which is focused on spreading tax knowledge and supporting the development of people dealing with taxes.
  • My dream is a situation where every person dealing with taxes can calculate them correctly and efficiently.

About me – in short

  • Tax advisor with 20 years of professional experience in different business areas.
  • Passionate tax mentor and tutor, strongly focused on teaching and developing people who deal with taxes
  • Passionate about development, learning new business, industries and skills
  • Strategic thinker
  • Communication expert
  • Facilitator of tax-related discussions

My advantages

  • Hundreds of different tax cases (mostly VAT and tax disputes) solved, both local and international type, concerning different business sectors (from financial services to food manufacturing and e-commerce)
  • Gifted communicator with the ability to persuasively communicate complex and technical concepts or issues to internal and external stakeholders
  • Passionate tutor, educator and lecturer
  • A keen eye for detail, exceptional analytical and problem-solving skills.
  • Entrepreneurial spirit with proactive and “hands-on” attitude
  • A great sense of accuracy and really practical results-oriented
  • Enthusiastic and flexible team player
  • TOP 7 Gallup: Input, Learner, Intellection, Strategic, Belief, Futuristic, Communication
  • 16 Personalities: INFP-A

Education and certificates:

2005

Tax Advisor licence no. 10278.

Tax Advisor licence no. 10278. Passing the state exam for a tax advisor and
gaining the „tax advisor” title.

1998-2003

Europejska Wyższa Szkoła Prawa i Administracji, decree of Law,

  • Extramural studies
  • I was working in the accounting office full time for 5
    years (during the whole period of studies)
  • Master thesis regarded art. 33 of Polish VAT Act (similar to art. 203 of VAT Directive)
  • The webpage of the school: www.ewspa.edu.pl.

My professional experience

2020-21: Tax Manager, Bahlsen Polska

Bahlsen Polska, Skawina / Warszawa (remote)
Fixed term B2B contract of in-house role. Substitution for Tax Manager during her maternity leave.

Main responsibilities:

  • close cooperation, on a daily basis, with CFO in Poland and Chief Accountant in Poland with regards to all crucial tax issues;
  • supporting a team of accountants and senior accountants with regard to tax queries
  • close cooperation with head of tax team in Germany
  • ordering, budgeting, and coordinating services from Big4 external advisors
  • tax project implementation and coordination
  • cooperation and promotion of tax awareness across various service lines such as Logistics, Marketing, and others;

2020: Business Tax Analyst, CITI Privite Bank

CITI Privite Bank, Warszawa
Fix term contract.

One-off project regarding broadly speaking area of tax compliance with focus on operational processes.

Main responsibilities – business tax analysis, including:

  • performing strategic analyses of processes;
  • partnership with number of stakeholders (functions/departments) to identify their needs,
  • looking for a gaps in processes
  • participating in preparation of strategic recommendations based on conducted analyses;
  • finding most suitable analytical solutions and providing recommendations;
  • creating sections of reports, presentations and other client deliverables;

2009-20: Owner / member of the board, Kolecki Malkiewicz Doradcy Podatkowi

Kolecki Malkiewicz Doradcy Podatkowi Sp. z o.o.

Key successes:

  • strong support for IT, management and accountancy teams with regards to VAT during SAP implementations
  • successful negotiations with tax authorities on behalf of one of the clients with regard to practical interpretation of ambiguous VAT regulations – transaction worth millions of PLN
  • VAT rates verification and submitting claims for VAT overpayments (in some cases, court and tax proceeding were necessary) – hundreds of thousands of PLN received

Main responsibilities:

  1. Advisory:
    • strategic VAT & business planning, including discussions with board
      members and CFOs
    • VAT analysis of different cases, including but not limited to:
      place of supply rules, tax base, tax point;
    • input VAT deduction, including proportion ratio;
    • problems of so-called complex supply;
    • VAT margin schemes
    • and many others
  2. VAT compliance:
    • mostly for foreign companies registered for VAT in Poland but also for Polish companies;
    • managing a VAT compliance team which performed a number of VAT registrations, kept VAT registers, fulfilled VAT returns, and claimed for VAT refunds;
    • support for clients in claiming VAT refunds from VAT returns, including representation in front of tax office during tax audits
  3. Other VAT-related issues:
    • VAT / tax litigation projects – up to the Supreme Administrative Court in Poland (NSA)
    • conducting VAT training courses, including VAT training for members of the Polish-Swiss Chamber of Commerce
    • preparation of applications for a binding ruling in the scope of VAT rates, place of supply rules, tax base and others;
    • managing tax due diligence projects (VAT area);
    • VAT audits – verification of companies settlements with regard to VAT savings and risks
  4. Management and client relations:
    • looking for new business opportunities;
    • understanding clients and potential clients’ needs and goals with regard to VAT in order to meet or exceed them;
    • preparing different types of proposals;
    • calculating, planning and verifying effectiveness of each project;
      understanding clients’ business models, business goals, and plans in order to identify new business opportunities;
    • cost & time management

Team leader:

  • mentoring and managing a team of dedicated VAT specialists (4 people),
  • including less experienced tax advisors

Client description:
A number of clients from a wide range of industries, including but not limited
to:

  • developers (Immobel, Prestige, Tacit);
  • traders (OLAM, Dupont);
  • manufacturing companies (BCM, TR Fastenings, 3M, Grill-Impex, Wilson&Brown);
  • transportation companies (Sprintair);
  • financial companies (April) and administration-related entities (FINA – Polish cultural institution).

2012-13: Tax Manager, 3M Poland

3M Poland
Fixed term B2B contract of in-house role. Substitution for Tax Manager during her maternity leave.

Key success:

  • claiming VAT refund from VAT returns followed by representation of the client during tax audit

Main responsibilities:

  • close cooperation, on a daily basis, with the Head of Tax on Europe, CFO in Poland and Chief Accountant in Poland with regards to all crucial tax issues;
  • cooperation, on a daily basis, with internal legal team by adding tax input to crucial legal documents, both internal and external;
  • internal project implementation, coordination, and improvement, e.g. electronic invoices, initial phase of SAP implementation;
  • cooperation and promotion of tax awareness across various service lines, such as Logistics, Marketing, and others; translating tax-technical language issues for non-tax experts;
  • supporting a team of accountants and senior accountants with regard to number of tax queries from different tax areas (PIT, CIT, VAT)
  • ordering, budgeting, and coordinating services from Big4 external advisors

Reporting to: CFO, Head of Tax on Europe

Team Leader of: no team, independent Tax Manager position

2004-09: From Consultant to Manager / VAT Department, KMPG Tax

KMPG Tax / Warsaw

Key successes:

significant development of VAT compliance department with noticeable increase in client satisfaction;

going through a number of VAT audits performed by tax authorities and getting millions of PLN of VAT refunds resulting from VAT returns

Main responsibilities:

  • advising on a wide range of complex international Indirect Tax matters;
  • managing a VAT compliance team which performed a number of VAT registrations, kept VAT registers, fulfilled VAT returns, and claimed for VAT refunds;
  • recognising and understanding complex business processes concerning potential operational VAT risks;
  • taking the position of the first point of contact for mostly external VAT but also internal related queries
  • working closely with various departments within clients’ organisations to ensure VAT returns are processed accurately;

Team leader:

  • mentoring and managing a team of dedicated VAT specialists (8 people),
    including less experienced tax advisors

Clients description:

  • more than 20 foreign companies registered for VAT purposes in Poland, including top multinationals like Amazon, Philips, Philip Morris, TVAB.
  • number of Polish companies, usually belonging to international groups

2001-04: Co-owner, Big Consulting Malkiewicz Gorecka

Big Consulting Malkiewicz Gorecka Sp.j.

Managing and developing own accountancy office in Olsztyn (Poland).

Key successes:

  • leading the company to the dynamic growth path, increasing the number of clients by approx. 20% and revenues by approx. 25% within 2 years;
  • defining and realising internal standards and external processes for tax compliance and social security settlements;
  • a number of successfully settled clients’ cases regarding tax office and social security office

Main responsibilities:

  • improving internal procedures and audits; setting up the procedures for cooperation with clients;
  • business development, keeping and developing client relations;
  • coordinating and cooperating with external tax and legal experts in order to provide my clients with answers to all types of requests, from tax optimisation to labour law and social security matters

Team leader of:

  • 5 people

Additional info:

  • from 10/1998 to 12/1999 – I was a consultant in that company, gaining my first professional experience