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Amid evolving regulations, rising complexity and accelerating technology shifts, tax functions across financial services are seizing the opportunity to modernize operations and rethink how work gets done. In this latest episode of our Financial Services Tax Audiocast, Amy McAneny, PwC US Private Equity Tax Leader, sits down with Arthur Scherbel, PwC US Tax Managed Services Leader to unpack how tax managed services can support transformation. Together, they explore the critical distinction between outsourcing and teaming, the impact of technology like AI, and the strategic mindset shifts needed to unlock long-term agility and impact.
Key takeaways
- Managed services differs from outsourcing. It’s about creating a dynamic teaming model that evolves with your tax function.
- Technology acceleration is amplifying pressure. Firms are navigating compliance demands, talent gaps, and increased expectations—managed services can absorb complexity and bring specialized support.
- AI is powering tax delivery. The right managed services relationship incorporates trained professionals who understand where to deploy AI tools effectively.
- Self-awareness is key. A successful engagement starts with identifying where internal teams can create value—and where external teaming can fill gaps.
- Managed services is a growth enabler. For financial services companies, it supports scale, responsiveness, and a sharper focus on high-value activities.
Segmented topics with timestamps:
- 00:12 – Welcome & context for the audiocast
- 01:17 – Why tax functions are facing transformation pressures
- 02:18 – How managed services differs from outsourcing
- 03:31 – Challenges in adoption and where firms struggle
- 04:22 – How AI is powering the tax function with managed services
- 05:44 – When should firms consider managed services?
- 06:26 – Closing thoughts
Tax Managed Services for Asset and Wealth Management
Tax Managed Services
Simplifying complexity and fueling smarter decisions across financial services
PwC’s Next in perspectives
Finance is shifting from reacting to redefining—reshaping how value is created, managed, and protected amid accelerating innovation and evolving regulations.
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