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Client Tax Reporting Services

Client Tax Reporting Services

The needs of your clients have changed dramatically in the last few years. Whereas fiscal consequences of investments have developed into a decisive factor for clients when it comes to investment decisions, most financial services providers still treat it as a field separated from investment management. Since tax reporting requires an end-to-end consideration of all tax related aspects, it is advisable to make it the core of your tax related service offering. finalix has proven expertise to combine strategic and operational aspects of client tax reporting related services into a thorough and elaborate concept.

Client benefit

  • Increase in data quality and thus the quality of tax reporting, regardless of whether a bank produces tax reports itself or has outsourced it to a partner company
  • Integration of domicile-specific data into the banking systems
  • Integration of the new tax legislation into the banking systems

finalix contribution

  • Development of Tax Reporting related service offering & strategy
  • Selection & implementation of your operating model (e.g. in-house production, outsourcing, domicile-specific data management)
  • Advice on product and lifecycle management of your tax reporting related services (e.g. definition of service bundles, cost management, pricing strategy)
  • Development of tax reporting services from a cost case into a service offering that generates sufficient profit margins
  • Analysis of your tax-related data management processes and definition of to-be data management processes

Our experts

Managing Partner
Andreas Imhof 1
Senior Manager