Companies need to examine their target operating model and decide where they want to be best in class and where they want to be best in cost.

Dave Helmer

Partner, Global Managed Services

Helping companies unlock value through managed services. Speaker. Passionate runner. Husband, father of seven and grandfather of five.

Dave is engaging with companies to help them shape their future with confidence, solving complex business challenges and unlocking value through transformation, innovation and the power of managed services.

He spent the preceding eight years as the EY Global Tax and Finance Operate Leader, where he was responsible for strategy, operations, client relations, quality, risk management and knowledge sharing for tax and finance managed services worldwide.

Before that, Dave led the EY Global Business Tax Services practice and held additional leadership positions, including Americas Business Tax Services Leader, Global and Americas Tax Sector Leader, and Americas Retail and Consumer Products Tax Sector Leader. He also served on the Global Tax Executive Committee and Americas Tax Executive Committee. 

Dave advises companies on how to manage tax policy and controversy matters, including providing experienced testimony in tax litigation. 

How Dave is shaping the future with confidence

During his more than 38 years with the EY organization, Dave has served on a number of people and culture committees, such as the Gender Equity Task Force, on which he fostered diversity, inclusiveness and a flexible work environment for EY people.

A contributor to thought leadership, he identifies and communicates the business and tax implications of current and emerging trends, such as AI adoption, data interconnectivity, talent shifts and regulatory complexity, risk management, tax transparency and tax policy issues.

Dave is a sought-after speaker, and regularly speaks at universities on subjects including family, career, and tax and finance transformation.

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