Eighteen months from now, this could be your story …
A year ago, we kicked off a “tax transformation initiative.”
At least, that’s what we called it.
We had the steering committee.
We had the roadmap deck.
We even had the vendor demo playlist.
But deep down? We were still treating it like a tech upgrade.
So, like any forward-thinking Tax Manager, I turned to TX-style tax transformation.
Not the tool. The framework.
It delivered the basics:
1 – Start with people.
2 – Build the tax data model.
3 – Use technology to serve, not lead.
I thought, “That’s too simple—where’s the real transformation?”
But apparently, the magic was in the fundamentals:
– A data-first approach,
– A real tax control framework,
– Agile ways of working,
– Clear tax ownership in enterprise design,
– Governance that ‘actually’ governed.
And guess what?
One layer at a time, the confusion cleared.
Tax stopped reacting and started leading.
Stakeholders listened. Projects aligned.
Now, we’re not just digitizing tax.
We’re transforming its role.
(Join us at the upcoming TaxTech & Transformation Masterclass—because 84% of transformations fail.)
And most of the time?
It’s not the tech.
It’s because we skipped the fundamentals.
Almost there! Our exclusive half-day masterclass takes place this Friday 4th April from 09:00 am-12:30 pm BST (UK time): Tax Technology and Transformation – Principles and Business Use Cases [winmarkglobal.com].
The masterclass is free to Winmark members—the fee for non-members of the Tax Director Network is (GBP) £300 + VAT.
To attend, click the link above, and we’ll contact you for payment. Questions? Please message Geoff Peck [LinkedIn] or email sandy.markwick@winmarkglobal.com at Winmark.
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