Leverage the latest technology and drive real business value with Tax Managed Services - all at a lower cost to operate.
Accelerating economic and technological changes are reshaping markets and transforming most corporate functions, including your tax department. Tax is also grappling with increasing global regulatory changes, shifting skillset needs, a shrinking supply of qualified talent, expanding transparency requirements, a variety of internal disruptions, and growing expectations from chief financial officers to do more with fewer resources.
Tax departments are often stretched too thin, leading to dated, inefficient processes that can drive up both operating costs and risks. To keep pace with evolving regulations and demands, tax functions increasingly require standardized processes, advanced technology, and specialized professionals across various tax areas and jurisdictions. However, growing complexity, rapid technology turnover, and human capital challenges have made it extremely difficult for most firms to maintain an up-to-date and compliant tax operations.
That’s where KPMG Tax Managed Services can help.
Tax managed services alliances are fixed-fee alliances that deliver a full range of tax services over a multi-year period. The provider brings in efficiencies, resources, and a technology stack to streamline your tax operations, allowing you to focus on strategy, business enablement and risk management. Your tax and finance leaders continue to oversee the tax function, act as the day-to-day tax heads, and set the tax agenda, but with an expanded reach, scale and breadth of the service provider.
The provider becomes your extended tax team—often including rebadged members of your own tax department who bring valuable company and industry-specific knowledge to maintain continuity through the transition. Unlike a narrowly defined outsourcing agreement, a managed services alliance blends the interactions of the in-house and service provider teams in a way that allows data, execution, deliverables, and stakeholder discussions to be grounded in collaboration and trust over a long-term relationship.
KPMG Tax Managed Services adapt to your needs, flexing up or down depending on your priorities, technological and strategic requirements, and specialized needs. If there is rebadging included, we ensure your people are well taken care of with white glove treatment from announcement through transformation. The final structure always depends on the needs and goals of your enterprise, based on a strategic conversation up front.
Technology is a key ingredient of our managed service alliances. KPMG is investing more than $5 billion over five years to accelerate the digital transformation, with more than $1 billion focused specifically on tax technology. We want to ensure that our clients gain the full potential technology and innovation benefits that may be out of reach for them internally.
We are investing US $5 billion over five years in technology, people, and innovation to accelerate the digital transformation of KPMG firms and our clients, and more than US $1 billion in tax & legal technology specifically in that period. KPMG Digital Gateway is the exclusive platform at the forefront of that investment, and it can provide your tax team access to an environment that integrates data, tools, and technologies—a foundation for the tax function of tomorrow.
Brad Brown
Global Head of Tax Technology & Innovation KPMG International and Partner, KPMG in the US
KPMG Tax Managed Services are centered on robust governance, seamless alignment, and a focus on driving business value. We understand that companies don’t decide lightly to transition their function to a managed service model, so we start by ensuring we have a clear view of the drivers behind your transformation. We consider it our responsibility to keep the transition as low impact as possible and to maintain the communication, trust, and collaboration that ensures strategic alignment.
We dedicate staff with deep skills and expertise to the transition, transformation and overall governance.
We use defined knowledge transfer agendas and reporting templates to ensure a consistent handover meeting for each filing.
Our team prepares a detailed map of your existing processes and data flows to ensure we have the necessary knowledge and information.
Our transition plan prioritizes filing obligations for transition by dividing entities into 'waves' based on filing deadlines and priorities.
Our technology solutions give you visibility of the compliance processes and real-time access to documentation so that we can deliver it for overall contract governance.
We map key individual contacts and identify where the communication lines need to be.
At the heart of KPMG Tax Managed Services is a collaborative, expanded team that integrates with your own, backed by advanced tools, specialized skills, and leading technology. We align the right team, of the right size, to tackle your business priorities, seamlessly flexing when new ones arise. When rebadging your employees, we work hard to preserve their intellectual property, internal know-how, and personal goals in a way that is people-centric, accessible, and adaptable.
Throughout our structured approach, we continually reinforce this one-team concept, clear communication, a robust governance structure, and ownership of the model on both sides.
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A fully integrated, end-to-end tax operating model. A scalable, uniquely flexible suite of solutions. A technology-driven, people-centered long-term tax partner. A governance framework that ensures you maintain full visibility and oversight.
KPMG Tax Managed Services is built on a model of collaboration, communication, and constant innovation. We consider continuous improvement to be critical to success and will work with your teams to refine our approach, integrate the latest technologies, and implement progressive solutions and guidance. Let’s start a conversation about your strategic needs.
