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Thought Leadership Articles

TaxNotes - Tax Department Leadership: Effective Succession Strategies

Succession planning isn't just about preparing for the next person in line; it's about shaping the future of your tax department. The stakes are high, but effective stakeholder engagement is the game-changer. Engaging key players — CFOs, HR, corporate cross-functional tax leaders, and even external auditors — adds layers of insight that can unlock surprising opportunities. But beware, unexpected preferences and hidden priorities can emerge from these conversations, making the decision far from straightforward. Timing is crucial. Delaying the transition could cost your organization dearly in both time and talent. The key to a seamless transition lies in understanding your internal talent, aligning stakeholders early, and remaining open to strategy-shifting surprises. Choosing between an internal rising star or an external game-changer could shape your company's tax strategy for years. Some forward-thinking organizations are quietly 'talent mapping' the market, even with promising internal candidates. In today's competitive landscape, the next great tax leader might emerge from unforeseen places. As companies navigate this complex transition, they're discovering that succession planning is not just about filling a position – it's about ensuring the continued growth and success of the entire organization.

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TaxNotes: Transitioning From Professional Services To Corporate In-House Tax

Rewrite Your Career Script True success isn’t just about reaching the top — it’s about choosing the right mountain. What if your next career move isn’t just another step up within a large professional services firm but a bold pivot into a new and exciting arena? Picture being able to focus on projects that genuinely inspire you in a company you truly respect. This isn’t about falling into the next opportunity: It’s about making a deliberate, well-planned choice. For tax professionals at any level, transitioning from public accounting to an in-house role is more than just a job change; it’s a chance to play a different game entirely. Tony Santiago’s latest Tax Notes analysis uncovers the hidden upsides of this career shift — from improved work-life balance to reshaped compensation packages. But, with opportunity comes challenges. “Transitioning From Professional Services to Corporate In-House Tax” provides a clear, objective list of pros and cons to help you make an informed decision about your future. We delve deep into the unexpected perks, the potential pitfalls, and why timing could make all the difference in your transition.

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TaxNotes: Best Practices for Recruiting Critical Tax Roles

In today's competitive tax talent market, securing top professionals for critical roles requires a strategic approach. Candidates hear what they want to hear, employers see what they want to see, and in between lies a chasm of misunderstanding. With candidates holding more power than ever, how can you ensure your recruitment efforts don't unravel at the last minute? Our latest article, "Best Practices for Recruiting Critical Tax Roles", delves into the complexities of modern tax recruitment. This article isn't just informative; it will teach you how to prioritize and effectively recruit for pivotal positions that drive your organization's success.

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TaxNotes - Optimizing Tax Talent in Challenging Times

In the next few years, the tax profession is bracing for an unprecedented storm of staffing challenges, where increasing workloads and budget pressures are just the tip of the iceberg. Imagine a world where tax departments are always a step ahead, navigating the complexities of staffing with ease. What if every tax professional could see their career trajectory clearly and align it perfectly with their organization's goals? It's not just a dream — it's the power of strategic talent management. Learn how to harness this power and turn today's challenges into tomorrow's successes. Join us for a deep dive into the essential strategies that can revolutionize your tax department's approach to talent.

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TaxNotes - Exit Strategies: Is It Time for You to Say Goodbye to Public Accounting?

Ready to leave the Big Four but worried about what lies ahead? Or are you looking to tap into the goldmine of talent within the professional service firms? Explore the experiences of three former Big Four employees who have successfully transitioned to corporate leadership. Discover why their fears about leaving never came to pass and what qualities they look for when hiring former Big Four professionals. If you're considering a career move or aiming to bolster your team with top-tier talent, this is a Tax Notes read you can't afford to miss.

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TaxNotes: The Rise of Tax Technology: Insights From Industry Experts

Step into the future of tax technology with unique perspectives from top industry experts. Join Tony Santiago as he explores the past, present, and future of tax technology with knowledgeable specialists. Learn about the shift to cloud-based solutions and the increasing demand for tech-savvy tax professionals who can bridge the gap between IT and tax expertise. Plus, you won't want to miss the surprising claim about Big Four firm’s impact on the progress of tax tech: It might challenge everything you thought you knew about the industry. This Tax Notes comprehensive exploration is essential for anyone looking to stay ahead in the rapidly evolving world of tax technology.

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TaxNotes: The Value of Strategic Annual Talent Assessments

Unlocking Team Potential with Strategic Annual Talent Assessments Is your tax department leveraging its human capital to its fullest potential? Discover the transformative power of strategic annual talent assessments in our latest article by Tony Santiago in TaxNotes. This insightful piece dives into why regular talent assessments are crucial for not only aligning with your company’s goals but also for fostering a culture of development and retention. Learn about: The interplay between retention, development, and staffing How to handle the challenges of the current talent landscape Practical strategies to nurture excellence and minimize disruptions in your tax department Tax leaders, it’s time to strengthen your department by focusing on what truly drives success! Read the full article for an in-depth analysis and to gain a competitive edge in managing your tax team effectively.

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TaxNotes: Evaluating Critical Remote Arrangements In Corporate Tax Departments

Exciting news! In the latest Tax Notes article, President Tony Santiago of TaxSearch Inc. highlights the challenges of remote work in the tax industry. The pandemic has spurred a massive shift to remote work, with a significant rise in Americans working from home exclusively. Open communication and clear expectations are vital for success in remote work. Honest discussions about relocation, office needs, and long-term plans are crucial for both the tax department and critical hires. It's essential for companies to promptly address any issues and communicate updates or changes in work schedules to maintain effective leadership and foster candid conversations. Let's embrace the opportunities and challenges of remote work in the tax industry, adapting and thriving in this dynamic environment.

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Navigating the Changing World of Tax Leadership - TaxNotes

A Paradigm Shift in US Tax Leadership The US tax landscape is undergoing a historic transformation. We are witnessing a seismic demographic shift with Baby Boomers retiring, Gen X stepping up to the plate, and Millennials emerging on the leadership board. This transition poses unique challenges and opens doors to innovative solutions in the realm of US tax leadership. Explore: - 2023 largest number of retirements for Baby Boomer Heads of Tax (Huge Jump from 2022 to 2023). - For the first time in history, Gen X is in charge! Curious to learn more? Click here to read Tony Santiago’s latest installment in Tax Notes and stay at the forefront of the tax leadership evolution

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Navigating CFO Turnover: Strategic Steps for Tax Leaders - TaxNotes

In this Tax Pulse article, TaxSearch Inc.'s Managing Director, Adam Golden, explores the pivotal role of tax leaders during CFO turnover. Examining cross-functional relationships, C-level advocacy, advisory connections, and branding, Golden advocates a proactive approach to secure ongoing success for the tax function. Amid increasing CFO turnover, tax leaders, by adopting a forward-looking stance, position themselves as strategic shapers, not merely responders to change. The article delivers actionable insights for tax leaders, emphasizing the lasting importance of preparation and strategic investment in navigating shifts in the finance landscape.

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