Szymon Balcerzak

Associate, Head of Transfer Pricing Team, Business Project Manager

Szymon Balcerzak
phone:
+48 326 9600
office:
Warsaw

Szymon advises both Polish and foreign capital groups on transfer pricing risk management. He has extensive experience in preparing transfer pricing documentation, making comparative data analyses and providing advice on business restructuring. In 2017 and 2018, the team led by Szymon was nominated for the prestigious Polish Transfer Pricing Firm of the Year award organised by “International Tax Review”.

He also provides transaction advice. He is involved in the development of transactional project strategies, establishes contacts with prospective investors, and identifies and initiates transactional projects. In addition, Szymon writes investment teasers and supervises work on other transaction documents.

Szymon conducts and supervises the preparation of market and financial analyses, and valuations of intangible assets and enterprises for the purposes of transactional projects, transfer pricing projects and court and arbitration proceedings.

Languages: Polish, English.

Education: Łazarski University, the faculty of Law and Administration; the Warsaw School of Economics, Economic Analysis of Law; the University of Warsaw, the faculty of Management.

  • Schooner Capital LLC – developing legal and economic analysis for the purpose of representing the American fund in a multi-million investment arbitration dispute against the Republic of Poland under the ICSID Additional Facilities rules and Polish-U.S. Business and Economic Relations Treaty. The dispute concerns the privatization of the Polish fat industry.
  • Oerlemans Foods - providing advice and risk assessment analysis related to transfer pricing matters in the group. Developing transfer pricing documentation for transactions with associated enterprises.
  • Polska Press – providing advice, risk assessment analysis related to transfer pricing matters in the group. Establishing transfer pricing policy for the group and developing transfer pricing documentation for transactions with associated enterprises. Legal advice related to Special Economic Zones.
  • Pharm-Olam (Poland) – providing advice and risk assessment analysis related to transfer pricing matters in the group. Developing transfer pricing documentation for transactions with associated enterprises.
  • TUI Poland – providing advice and risk assessment analysis related to transfer pricing matters in the group. Developing transfer pricing documentation for transactions with associated enterprises.
  • Nagashima Ohno & Tsunematsu – consultancy in the field of transfer pricing provided for one of the leading law firms in Japan with offices in New York, Singapore, Bangkok, Hanoi, Shanghai and Jakarta.