Tax Managed Services

An operating model that helps address your challenges so you can focus on your strategic priorities

When traditional approaches to managing your operational challenges are no longer viable, tax managed services can help you optimize your tax department so you can focus on advancing your organization’s strategic priorities. By providing access to resources, processes and technology, our scalable solutions can help fill the gaps in your tax department while delivering the cost certainty you need.

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Tax policy uncertainty is on the roadmap for 2024

Learn what business leaders can do now to prepare for the year ahead

When common tax department challenges reach a tipping point, PwC can provide the relief you need

Navigating a complex regulatory environment

Get quick access to critical tax regulations and policy changes to help manage risk.

Optimizing your workforce

Maintain the right mix of experience and leverage while balancing the challenges of recruiting, upskilling, and mobility.

Advancing processes and technology

Leverage data-driven process and single-workflow technology solutions to help enhance tax insights.

Ongoing cost pressures

Accelerate efficiencies that can help produce impactful cash savings for your tax department.

How is PwC's approach different?

A planned transition...

  • Collaborative, step-by-step processes
  • An integrated people and communications plan
  • Ongoing workshops that capture current state and quickly identify opportunities for improvement
  • A separate, dedicated integration team covering people and technology

...that helps create a seamless experience

  • Helps better manage change and increase transparency
  • Reduces risk of disruption and distraction
  • Realizes efficiencies quickly
  • Preserves historical knowledge

A governance model...

  • Multi-layer governance that keeps you in the driver's seat and helps provide insight and accountability
  • Governance committees, made up of both PwC and client representatives, that meet regularly to help provide updates and swiftly resolve issues
  • Key roles are retained to help support management activities, set strategy, and maintain controls

...that helps keep you in control

  • Gives complete control and oversight
  • Builds in flexibility to quickly respond to changing needs
  • Provides accountability at multiple levels
  • Confirms expedient issue resolution

A talent model...

  • Keep working with the people you know and trust
  • Rebadged team members can move to PwC’s separate IST practice, with significant experience in tax function operations
  • Supplement your team with access to PwC’s substantial network of tax professionals

...that helps provide flexibility

  • Reduces risk and keeps ahead of regulatory changes
  • Maintains legacy knowledge
  • Provides access to a variable team of tax professionals with operations experience
  • Digitally upskills your workforce
  • Provides remote work capabilities
  • Scales your workforce as needed

A technology enabled, data-first approach...

  • A master-data strategy to help provide a single source of truth for tax processes
  • Connected processes and single workflow management to help increase efficiency
  • Solutions that can enable your processes and provide you insight via a collaboration portal

...that helps drive efficiency

  • Gives you real-time analytics
  • Increases time to focus on strategic projects
  • Reduces risk associated with inconsistent processes and data
  • Yields consistent and reliable reporting

Our offerings

End-to-end Tax Managed Services

To help maximize efficiencies and achieve the greatest cost savings, transition a majority of your tax department’s functions to a managed services operating model. Our tax managed services can help execute many activities related to your tax provision, federal, international, and state tax compliance, transfer pricing, planning, and/or controversy functions.

  • Insourced Solutions for Tax (IST) - Our first tax managed services offering focused on corporate sector companies
  • AWM Tax Solutions - Tailored to asset and wealth management sector companies

Targeted Tax Managed Services

When your challenges are limited to one large and complex function or area of your tax department, transition that one function or area to a managed service operating model. PwC can offer a managed service model for the following functions and areas:

  • Controversy
  • Customs
  • Direct state compliance
  • Federal compliance
  • Indirect state compliance
  • Indirect Tax Application Management
  • Tax accounting/ provision
  • Transfer pricing

Latest insights

Contact us

Tim Gerspacher

Partner; Leader, Insourced Solutions for Tax (IST), PwC US


Natasha Granholm

Vice Chair, Trust Solutions; Leader, AWM Tax Solutions, PwC US


Rick D'Avino

Managing Director; Client Relationship Leader, Insourced Solutions for Tax (IST), PwC US


Bob Malitz

Managing Director; Global Client Solutions Delivery Leader, Insourced Solutions for Tax (IST), PwC US, PwC US


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