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Standardizing Tax Technology Across a Complex Multinational Enterprise

Standardizing Tax Technology Across a Complex Multinational Enterprise

Helped a diversified global conglomerate bridge the gap between tax and technology—standardizing tax processes, improving data accuracy and accelerating tax compliance by deploying expert-led solutions that aligned stakeholder needs with evolving system capabilities.

Challenge

A diversified multinational corporation operating across dozens of business units faced significant challenges modernizing its tax function. The company lacked standardization in how tax data was collected, visualized, and used across its tax provision and compliance processes. Manual workarounds and inconsistent reporting formats left room for error, delayed timelines, and limited visibility into pre- and post-provision tax adjustments. Leadership needed a trusted partner to help translate complex tax needs into technology workflows and ensure the successful rollout of new systems across a fragmented enterprise.

Solution

Our tax technology expert with deep experience in both tax provision and compliance supported the client’s transformation. Initially brought in for tax provisioning support, our consultant quickly became indispensable to the company’s broader technology enablement efforts. Working alongside data developers and business unit stakeholders, we:

  • Created intuitive, standardized dashboards using Sigma (a Tableau-like visualization tool) to bridge data housed in Snowflake with OneSource Tax Provision (OTP) and OneSource Income Tax (OIT).
  • Designed lead sheets that helped users track the full tax journey—from book income to taxable income—while creating return-to-provision dashboards to highlight variances and support audit readiness.
  • Acted as a liaison between developers and business users, ensuring visualizations matched user needs, supported audit documentation, and improved user adoption.
  • Led efforts to transition from an outdated CorpTax system to OneSource Income Tax, ensuring data continuity and compliance through system and process redesign.

Embedded standardization across all business units, reducing customization and creating scalable, repeatable tax workflows that supported future enhancements and regulatory shifts.

Outcome

We played a critical role in delivering a more efficient, accurate and scalable tax technology environment, producing:

  • Increased standardization: Streamlined dashboards and lead sheets adopted across business units ensured a consistent and efficient review process.
  • Improved accuracy: By reducing manual entries and aligning systems, the team mitigated errors and improved audit readiness.
  • Greater visibility: Leadership gained better transparency into tax data across systems, helping them monitor deviations and improve compliance posture.
  • Enhanced efficiency: Automation and system integration reduced cycle times and allowed tax teams to focus on high-value analysis rather than data wrangling.
  • Lasting value: The consultant’s dual expertise in tax and technology bridged a critical skills gap, enabling smoother user adoption, better decision-making, and long-term sustainability.

Industry

Deployment

  • Team (6/10)

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