ENG26LL09. Reframing Tax Transformation: Getting the Right People, Processes, and Pricing in Place

Tax transformation has become a business imperative for firms seeking to remain sustainable, efficient, and advisory-ready in a rapidly changing landscape. We will explore how successful tax practices are evolving through three critical pillars: People, Process, and Pricing.

The session balances strategic context with practical takeaways, showing how rethinking talent and roles (People), redesigning and standardizing workflows before applying technology (Process), and modernizing fee structures to align with value and advisory services (Pricing) together drive more efficient compliance and sustainable growth.

Attendees will gain insight into aligning these pillars — with technology positioned as an enabler rather than a standalone solution — to improve tax compliance efficiency, ensure long-term practice sustainability, and accelerate advisory service growth.

The interactive format includes real-world examples, live polls, and table discussions to help firm leaders assess their current state and identify actionable opportunities for transformation.

Learning Objectives:

• Identify the roles that people, process, and pricing play in supporting an efficient and sustainable tax practice, including their impact on compliance delivery and advisory readiness.
• Evaluate current tax staffing models and skill sets to determine where changes may be needed to support workflow efficiency and expanded advisory services.
• Analyze how process design and standardization in tax workflows can improve consistency, scalability, and effective use of technology in tax compliance and planning.
• Assess alternative pricing approaches for tax services and their alignment with firm profitability, client expectations, and the delivery of tax advisory services.