A conversation with Prudential Financial: Transforming tax operations has been saved
Podcast
A conversation with Prudential Financial: Transforming tax operations
Part of the Tax News & Views podcast series
Tax operating models are changing, and many leaders are collaborating with service providers in new and different ways to transform tax operations. Together, they are shaping forward-thinking tax strategies that help in-house tax teams work with external resources to be better equipped to tackle today’s ever-changing market dynamics.
Prudential Financial’s Senior Vice President & Chief Tax Officer Jim Shea and Vice President – International Tax Dianne Trinkle discuss the process the financial institution underwent when choosing which parts of its tax operations to outsource to a professional services provider.
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A conversation with Prudential: Transforming tax operations
Prudential Financial’s Senior Vice President & Chief Tax Officer Jim Shea and Vice President – International Tax Dianne Trinkle discuss the process the financial institution underwent when choosing which parts of its tax operations to outsource to a professional services provider. Topics included assessing which tasks would be in scope, operating as one Deloitte/Prudential team, engaging in a transparent way, and planning for what’s next.
I was fortunate my team had a lot of detail on all the tasks, the hours it took, and the degree of complexity, which allowed us to really break down the process.
— Senior Vice President & Chief Tax Officer Jim Shea of Prudential Financial
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