Banking on Efficiency: The Rise of Managed Tax Services

11.13.2025 | Duration: 32:56

Examine the evolution of managed services, its benefits, and challenges, as well as the role of technology in shaping its future in the banking industry.

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In this newest episode of In the Vault with KPMG, Elizabeth L’Hommedieu, Principal in KPMG's Banking and Capital Markets tax practice, is joined by fellow partners David Mack from the Managed Services Group in Tax and Tony Welburn from Banking and Capital Markets Tax practice to discuss managed services within bank tax departments. Listen as they examine the evolution of managed services, its benefits, and challenges, as well as the role of technology in shaping its future.

Key Takeaways

  • The evolution of managed services in tax and banking
  • Benefits and challenges of implementing managed services
  • The impact of technology, particularly AI, on managed services

 Tune in to gain valuable insights into the world of managed services.

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In the Vault with KPMG: A Banking industry podcast series

Tune in to our discussions with KPMG advisors on many of the key issues and challenges facing the Banking industry now and into the future.

Meet our team

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Elizabeth B. L'Hommedieu
Principal, Washington National Tax, KPMG US

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