TaxNotes: Tax's New Imperative: Develop Leaders Earlier
The Tax Pipeline Has Shifted. Your Strategy Should, Too.
Gen X cannot fully backfill boomer tax leadership, and millennials are not yet ready at scale. The fix is execution: start earlier and broaden faster.
In “Tax’s New Imperative: Develop Leaders Earlier”, we cover:
* How to identify “ready-now” and “ready-soon” successors with depth
* Rotations that convert technical strength into leadership breadth
* Milestones that speed readiness without lowering the bar
TaxNotes: Your Internal Influencers Are Costing You Top Talent
Corporate Tax Talent: Map Your Internal Circle Before You Search
Finalists seek advice from family members, mentors, and trusted peers before they say yes.
Your organization has its own circle — CFO, CHRO, controllers, and peer leaders — whose late feedback can stall an offer. Successful leaders map and engage those voices up front to avoid resets at the offer stage.
In Your Internal Influencers Are Costing You Top Talent, we cover:
*Who to involve before interviews begin and why it matters for succession
*Non-negotiables vs. preferences, and how to lock criteria early
*How to protect the candidate experience and raise acceptance rates
TaxNotes - Reframing Technical Tax Mastery in the Age of AI
AI Speeds the Work. Leaders Still Own the Judgment.
Our new TAX PULSE™ article in Tax Notes makes the case that "technical" hasn't shrunk — it's expanded. Today it means data confidence, ERP savvy, and the situational judgment to align tax with enterprise priorities.
This article builds on Part One, Beyond Technical: The Skills Tax Chiefs Must Master, which explored leadership skills like influence and cross-functional alignment. Part Two tackles the technical side, enabling tax heads to steer results, not just run the numbers.
TaxNotes - Beyond Technical: The Skills Tax Chiefs Must Master
The Future of Tax Is Strategic, and it Starts Now
Today's most effective tax leaders are translating complexity into strategy, influencing decisions beyond the code, and mentoring a new generation of talent. Whether you're in the C-suite or just building your career, this article outlines what the future demands and how to grow with it.
TaxNotes: Can Tax Experts Thrive in Private Equity’s Evolving World
Efficiency vs. Trust: Can Tax Survive the Private Equity Model?
Private equity is remaking the accounting profession, one acquisition at a time — and it’s not just CPA firms that will feel the impact. In-house tax leaders could soon face inflated costs, continuity risks, and a labor market too thin to support rebuilding domestic capacity if offshoring falters.
In Can Tax Experts Thrive in Private Equity’s Evolving World?, we unpack these hidden ripple effects and how forward-looking tax professionals can protect what matters most while seizing new opportunities.
TaxNotes - Fractional Tax Leaders: A Smarter Way to Fill the Gap
Scaling Fast? Don’t Let Tax Be Your Blind Spot
Scaling your business brings opportunity — and a minefield of tax risk. Structuring deals, navigating compliance, and mentoring internal talent all require executive-level leadership. But what if you’re not ready to hire one full-time?
Our latest article, Fractional Tax Leaders: A Smarter Way to Fill the Gap, explores why more growth-stage companies and private equity firms are turning to fractional tax leaders: Agile, experienced professionals who deliver high-impact results exactly when and where they’re needed most.
TaxNotes - Breaking Down Finance Silos: A New Era for Tax Leadership
Breaking Down Finance Silos: Is Tax the New Strategic Connector?
In this conversation with Tony Santiago, senior executives from Disney, Perrigo, and Carrier explore how tax is reshaping its role, forging stronger cross-functional ties, and creating enterprise-wide impact — with leadership development at the center.
Is this the beginning of a more integrated finance function, one where responsibilities blend and collaboration becomes the norm?
Will the next generation of finance professionals be cross-trained across all functional areas such as tax, treasury, FP&A, and others—earlier in their careers? If so, the future of finance may be more connected, agile, and resilient than ever before.
TaxNotes - Spoiler Alert: Tax Leadership Must Educate Finance and HR
Tax leaders are retiring faster than companies can replace them. Now what?
It's the conversation Finance and HR aren't prepared for: Your tax department faces a leadership vacuum that external hiring can't solve. Senior leaders are retiring, and the next generation is unprepared — not because they lack talent, but because no one has invested in their growth.
In Spoiler Alert: Tax Leadership Must Educate Finance & HR, we reveal why talent development timelines have collapsed, how "efficiency" initiatives are making the problem worse, and the critical steps tax leaders must take now.
The leadership gap isn't coming — it's here. Are you ready for the conversation that will determine your tax department's future?
TaxNotes - Tax Talent Landscape 2025: Navigating New Complexities
Mounting Pressure, Leadership Gaps, and Remote Shifts: Tax’s New Reality
? Mounting workload pressures
? An unprecedented generational leadership vacuum
? A fundamental shift in how and where work gets done.
These aren't just trends — they're the realities reshaping tax departments in 2025.
The stakes have never been higher. Mid-sized companies are suddenly competing for—and winning—elite talent previously locked into major firms. The remote work revolution has created two distinct career trajectories, each with its own opportunities and trade-offs. Meanwhile, the window for strategic transitions to corporate roles is narrowing, making timing more critical than ever.
Discover how forward-thinking tax leaders are navigating these changes and positioning their departments for success in Tax Talent Landscape 2025: Navigating New Complexities, our comprehensive analysis of the upcoming tax talent landscape.
The question isn't if change is coming: It's whether you're prepared to harness it.
TaxNotes: A Tax Leader’s Guide to Navigating Uncertainty After the 2024 Election
Tony’s Take: Navigating Tax Uncertainty After the 2024 Election
The Republican sweep of 2024 has reshaped the tax landscape overnight. From potential TCJA extensions to evolving OECD compliance requirements, tax leaders face unprecedented strategic challenges.
In his latest analysis, Tony provides a practical roadmap for success. Discover how to translate complex policy shifts into actionable insights, build confidence with your CFO, and position your tax department as a strategic asset. Learn the four critical areas demanding immediate attention and specific approaches to guide your organization through accelerated change.
Don’t miss this essential read for staying ahead in today’s unpredictable tax environment.
