2024聚力转型-金融服务业的税务趋势报告

Investment Rating - The report does not explicitly provide an investment rating for the financial services industry Core Insights - The financial services industry is undergoing unprecedented changes in tax compliance due to new regulations and technological demands [2][4] - Tax departments are increasingly required to enhance their data accuracy and reliability to meet new compliance standards [2][4] - There is a growing emphasis on collaboration between tax departments and other business units to create greater value [8][9] Summary by Sections Tax Transformation Trends - Financial services tax leaders face significant challenges in adapting to new compliance requirements and technological advancements [2][4] - The need for flexible and scalable IT infrastructure is critical for sustainable tax department operations [2][4] Organizational Structure - Tax departments exhibit diverse organizational structures based on legal entities and geographical distribution [5][6] - A close collaboration between tax and finance departments is essential for effective data coordination and shared responsibilities [5][6] Talent Development - There is a pressing need for tax professionals with strong data management and technology skills [13][14] - Automation is seen as a key driver for improving efficiency and reducing costs within tax departments [13][14] Collaboration and Value Creation - Tax teams are encouraged to deepen collaboration with other departments to enhance their role as business advisors [8][9] - Regular communication with IT and finance teams is crucial for aligning tax priorities with overall business strategies [11][12] Future Outlook - Tax departments must adopt flexible processes and technology solutions to navigate ongoing regulatory changes [19][20] - Emphasizing strategic vision and continuous technological innovation is vital for maintaining efficiency and compliance in a rapidly changing environment [19][20]