Chief Financial Officer


Save more, so you can invest and grow more.


We are leaders in a dynamic tax landscape

Organizations and high-net worth individuals are exposed more than ever with the current tax regulation. We are the right organization to help you navigate not only locally but globally. 

Tax Planning

Quarterly and annual planning


Enterprise & Individual


Workers Opportunity Tax Credit


Global enterprise compliance

How we can help your business

Conversations with clients and our own experience of the industry convince us that the most important tax issues potentially facing financial institutions include:

  • transfer pricing

  • indirect tax

  • improper compliance and documentation

  • IP management

  • excessive business layering

Across our network we have tax and finance professionals in each of these areas who work exclusively with our firms' financial sector clients.

Current issues

Expanding IT capabilities and the interchangeable nature of money mean that financial products and services can, at least in theory, be sold anywhere in the world. In practice, financial service providers face myriad regulatory and tax controls imposed by governments globally.


Given these constraints, it is not surprising that many financial intermediaries struggle to create and maintain internationally tax efficient policies and structures.


The global business model is changing. As customers want new services, investors seek more profit and less risk, regulators demand higher standards of corporate governance and web-based technologies can create new competitive opportunities and threats.

Our Approach

Our approach is designed to cut through the complexity of your financials and current tax liability to implement effective strategies for mitigation, management and prompt resolution.

Our clients include large national and multinational corporations, medium-sized enterprises, and, in some countries, high net worth individuals. We also work together with other tax, accounting and legal firms to serve their clients with high quality tax and dispute resolution advice.

Leveraging our network’s collective knowledge and strong relationships with tax authorities, we employ extensive technical understanding and local experience to help clients achieve the best outcome.

Our teams work together locally and globally to help ensure consistency across borders and gain strong results from a worldwide perspective across the tax dispute continuum.