Insourced Solutions for Tax (IST)

Delivering scalable, in-house, tax managed services solutions across the globe

A distinctive tax solution

Insourced Solutions for Tax (IST) is the first tax managed services solution of its kind. IST is made up of tax professionals with deep in-house tax department experience that understand the unique needs of a tax function and its stakeholders. We can comprehensively deliver across the full global tax lifecycle—from provision to compliance—or in your specific area(s) of need for a more flexible solution. Tax technology built by and for an in-house tax department, together with a data-first approach allow us to eliminate redundancies and manual processes and offer greater cost-efficiency. IST provides our clients with a comprehensive tax solution that is tech enabled and cost-efficient while preserving the in-house feel of your own team.

Finding the right balance between insourcing and outsourcing

PwC onboards Synchrony tax team to Insourced Solutions for Tax group

Managing a tax organization is a complex, costly operation. The essential technology for optimizing the tax function, featuring a robust system that provides the insights needed for the C-suite, can be difficult and costly to implement. In addition, tax organizations may struggle to find a flexible and scalable workforce solution to suit their needs in this ever-changing regulatory environment. Our IST services help companies meet the needs of a complex and evolving tax function, and does so in a way that insources the company's tax organization, moving execution, technologies and execution to a third-party provider.

Learn more about the benefits of insourcing

Explore how IST brings value

Is your organization undergoing a cost-cutting strategy?

Have there been recent changes to the c-suite that have altered the organization's strategy?

Are you looking to optimize your tax department but don't feel you have the ability or appetite?

Has a recent acquisition or divestiture created the need to add/increase your staff in a measurable way?

Do you have the right functional talent to meet the needs of your organization after tax reform?

Have you suffered a material weakness as a result of a tax related issue?

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How PwC can help

To help our clients address and capitalize on changes in the tax and regulatory environment, we are uniquely positioned to provide:

Global and scalable in-house team

  • 600 tax professionals, globally integrated across more than 40 countries
  • An average of 14 years of in-house experience with some of the most complex global multinationals across a diverse set of industries
  • A separate and distinct IST practice, focused solely on insourced work, with access to the global PwC network
  • Successful track record of teaming with business stakeholders and connecting across the tax life cycle

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Data-first approach

  • Data-first philosophy that drives efficiency and quality across the full tax life-cycle
  • A customizable, master data management framework that is fully supported by specialized technology applications
  • Disciplined governance focused on insights and continuous improvement

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Comprehensive technology

  • A fully scalable and integrated suite of tax applications built by tax professionals, for tax professionals
  • Products that are designed to manage data and risk in a complex environment, provide maximum transparency and meet multiple stakeholder needs
  • A dedicated team of 65 IST developers and coders working side by side with tax technical specialists
  • Software that is continuously updated to take into account changes in tax regulations and technology advancements

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Contact us

Doug Thomas

Insourced Solutions for Tax Leader, PwC US

Rick D'Avino

Chair, Insourced Solutions for Tax, PwC US

Bob Malitz

Global Client Solutions Delivery Leader, Insourced Solutions for Tax, PwC US

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