EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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Tax and Finance Operate
EY teams can help you reimagine your tax and finance operating model to keep pace with evolving regulation, technology and talent demands. Constantly adapting internal capabilities can be challenging and costly. Instead, with our Tax and Finance Operate (TFO) solution, you can co-source selected activities, while leveraging our continuous investment in technology, people and process.
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Your business challenge
Tax and finance functions are under increasing pressure to adapt to a rapidly changing environment. Regulatory requirements continue to evolve across jurisdictions, while expectations for speed, accuracy and transparency keep rising. At the same time, organizations must manage competing priorities — reducing costs, improving control and delivering more strategic insight to the business.
Many functions still rely on fragmented processes, manual activities and local approaches, which limit scalability and visibility. As data volumes grow and reporting requirements become more complex, these operating models become harder to sustain.
In parallel, attracting and retaining skilled talent remains a significant challenge, and new technologies require continuous investment and adaptation. As a result, tax and finance teams often spend a significant portion of their time on compliance and operational tasks, leaving limited capacity to focus on value‑adding activities.
Organizations therefore face a key question: how to build a scalable, resilient and cost‑effective operating model that can adapt to regulatory change, leverage technology and support future growth.
Solution benefits
Tax and finance functions today face dynamic pressures in staying on top of legislative change globally, keeping pace with technology and attracting and retaining professionals with future-focused skills. These functions face a tall order: do more, and provide more value, with fewer resources and continuing pressure to reduce costs, in a rapidly changing world of risk and regulation. How can they be equipped with digital capabilities that evolve alongside the market and staffed with human talent that must also adapt? By establishing a new co-sourcing operating model to:
- Manage risk and improve visibility: Standardized workflows and dashboarding will provide you with confidence through increased transparency and control over global filing obligations. Real-time dashboards also allow you to monitor and stay abreast of global tax controversy.
- Realize increased value from data: Thanks to structured data, advanced analytics and visualization tools, your data can be transformed into powerful new insights. This transformation allows your function to provide more strategic value to your organization in a time of increased complexity and disruption.
- Drive innovation and new ideas: EY professionals who understand your business bring you new perspectives through significant investment in artificial intelligence, machine learning and EY Global Tax Platform. We work with you to provide a co-source solution to help you meet your business needs, providing continuous improvement and innovation.
- Improve efficiencies: Significant investment in leading-edge technology, standardized processes and service centers of excellence enables us to perform activities more efficiently. Through a co-sourcing relationship, your team can spend more time on strategic development such as advising on tax and controversy matters.
Solution features & functionality
Talent: In a world of change, we understand how tax policy works and are attuned to legislative developments wherever you do business. You gain a globally consistent, dedicated client service team that is committed to delivering exceptional client service and links to 54,000 EY tax professionals in more than 140 countries. The co-sourcing model helps you retain responsibility for the strategy, policy and accountability of your tax and finance function, while we help you meet all your compliance obligations.
Technology: EY Global Tax Platform (GTP), powered by Microsoft Azure, shares information in real time, automates and helps enable digital processes, allowing you to reimagine your tax and finance functions and improve outcomes. It provides state-of-the-art technology via a plug-and-play architecture that can improve risk management and tax governance through global visibility and control. It can also enhance tax data quality, provide high-value analytics and help identify opportunities.
Why EY
EY combines deep tax and finance expertise with a global delivery model, advanced technology and standardized processes to help you operate your function effectively and sustainably.
Our Tax and Finance Operate solution is built on proven experience in supporting organizations across industries and jurisdictions. We bring together local market knowledge with global capabilities, enabling consistent and compliant delivery across multiple countries.
Through our co‑sourcing model, we work alongside your teams, allowing you to retain control over strategy and key decisions while benefiting from scalable delivery, specialized talent and continuous process improvement.
We invest significantly in technology, including the EY Global Tax Platform, to provide transparency, automation and data‑driven insight across your tax and finance operations. Combined with our service centers of excellence and standardized methodologies, this enables more efficient delivery and improved quality.
Our approach is pragmatic and flexible, adapting to your specific needs and operating model, and supporting you in addressing both current challenges and future requirements.
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