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 is at a crossroads for 2025

Learn what business leaders can do now to prepare

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

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

Arthur Scherbel

Partner and Tax Managed Services Leader, PwC US

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Natasha Granholm

Partner, Asset and Wealth Management, PwC US

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Rick D'Avino

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

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Bob Malitz

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

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