TaxNotes: Out of Sight, Still in Sync. Leading Remote Tax Teams

Out of sight doesn’t mean out of sync. But it does mean leadership has to work harder. Remote tax teams proved they can deliver. Returns get filed. Provisions close. Audits move forward. What doesn’t happen automatically is apprenticeship, visibility, and development. In this month’s Tax Pulse™, we explore what leaders of distributed tax teams are learning about intentional communication, engineered exposure, and keeping rising talent from quietly plateauing. Worth the read if your team spans time zones or rarely shares the same office.

TaxNotes - Out of Sight, Still in Sync. Leading Remote Tax Teams.pdf

TaxNotes - In the Middle Lane:Making Hybrid Work for Tax Teams

“Hybrid work gives people flexibility.” That’s true — but incomplete. Hybrid also removes apprenticeship, informal learning, and passive visibility. Unless leaders replace those deliberately, performance gaps and friction follow. Here’s how one Fortune 500 tax leader is solving that problem.

Taxnotes - In the Middle Lane. Making Hybrid Work for Tax Teams.pdf

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.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.pdf

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.pdf

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.

TaxNotes - Can Tax Experts Thrive in Private Equity’s Evolving World.pdf

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