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 - Tax’s New Imperative Develop Leaders Earlier November 2025.pdf

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: Your Internal Influencers Are Costing You Top Talent

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 - Reframing Technical Tax Mastery in the Age of AI

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 - Beyond Technical The Skills Tax Chiefs Must Master.pdf

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.

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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 -Fractional Tax Leaders. A Smarter Way to Fill the Gap.pdf

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 - Breaking Down Finance Silos. A New Era for Tax Leadership.pdf