As tax departments across the financial services landscape face mounting pressure—from regulatory shifts to rising workloads and evolving tech requirements—many are taking a second look at how work gets done. In this latest episode of our Financial Services Tax Audiocast, Amy McAneny, PwC’s Private Equity Tax Leader, sits down with Arthur Scherbel to unpack how tax-managed services can support transformation. Together, they explore the critical distinction between outsourcing and teaming, the impact of technology like AI, and the strategic mindset shifts needed to unlock long-term agility and impact.

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