An independent diagnosis before you commit to a solution
The Tax Function 360° Review is a focused entry product for CFOs and Heads of Tax. Two senior practitioners assess how the function really works, identify what deserves attention and turn the findings into clear choices. You can stop with an actionable review, move into a practical blueprint, or retain us to protect the outcome during implementation.
Five decision areas, one practical question each
| Decision area | The practical question |
|---|---|
| People | Do we have the right capacity, roles, skills and accountabilities? |
| Process | Which activities should be simplified, standardised or stopped? |
| Technology and data | Are current systems used well, and where would new capability pay back? |
| Governance | Are ownership, controls, decisions and escalation clear? |
| Sourcing | What should be kept, improved, automated, bought, built or outsourced? |
Six dimensions, five lenses
We look across people, process, technology and data, governance, sourcing and business alignment. Each is assessed through the lenses of business fit, cost, risk, scalability and readiness to change.
The aim is not a theoretical maturity score. It is a grounded view of what works, what constrains performance and what to do next.
How we work
- Listen to the CFO, Head of Tax and the people who execute the work.
- Review selected processes, systems, data flows, controls and external spend.
- Test symptoms against root causes and dependencies.
- Separate quick wins from structural decisions.
- Prioritise recommendations by impact, effort, investment, risk and time to value.
- Make the trade-offs explicit so management can decide.
Three phases with a natural decision gate
Review
A focused, senior-led review of the current tax function. Interviews and evidence become a concise diagnosis and priority agenda.
Design and blueprint
A practical future-state design grounded in ambition, resources, budget, culture and capacity for change. Each key process is challenged: keep, improve, automate, buy, build, outsource or stop.
Transformation oversight
Optional support on your side of the table. We challenge choices, vendors and delivery, keep decisions connected to the blueprint and help the original intent survive implementation.
A deliberately low-risk starting point
The review is bounded, fast and useful on its own. It creates a shared fact base before you select technology, change your organisation or launch a broader programme.
Possible implementation support
Technology and vendor selection · business cases · process redesign · team design and role profiles · insourcing and outsourcing choices · automation and AI use cases · implementation challenge · governance · change and benefits tracking
Concrete outputs built for decisions
| Output | What it enables |
|---|---|
| Executive diagnosis | A concise view of the function’s strengths, constraints, risks and most important choices. |
| Tax Function 360° scorecard | An evidence-based assessment across the six dimensions, with context behind each rating. |
| SWOT and dependency map | Visibility of internal strengths and weaknesses, external opportunities and threats, and critical dependencies. |
| Priority improvement agenda | A ranked set of actions assessed for impact, effort, investment, risk and time to value. |
| Decision roadmap | Sequenced choices, owners, prerequisites and decision gates for the next 12–36 months. |
| Future-state blueprint | Where commissioned, a pragmatic design for roles, processes, technology, data, governance and sourcing. |
Senior, independent and concise
Senior attention
From start to finish. The people in the room do the work.
Independent
Recommendations without a downstream sales quota.
Strategy and execution
Both strategic judgement and hands-on implementation experience.
Integrated view
Across tax, finance, technology and the realities of the organisation.
Built for decisions
A concise decision document, not a hundred-page report.
Free first step
Not sure where you stand? Take the Quick Scan for an indicative score in five minutes.
Is a review the right next step?
A short conversation establishes whether a review would create value, what the scope should be and who should be involved.