May 24, 2023

Alvarez & Marsal Taxand Extends Digital Tax Strategies and Capabilities to Address Clients’ Evolving Needs

Matthew Roche appointed as a Taxand Managing Director to liaise A&M bespoke technologies with its automated tactical processes.  

New York, May 24, 2023Alvarez & Marsal Taxand, LLP (A&M Taxand), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), is strengthening its digital tax strategy team. With an approach that addresses external and internal needs, the firm is developing bespoke technology tools for clients while focusing on further technology enhancements to bolster client-centric process and drive sustainable operational improvements.

Demonstrating A&M’s commitment to customized digitization that automates tactical processes and amplifies value creation opportunities, A&M Taxand has hired Matthew Roche as a Managing Director with the Digital Tax Services team. In this role, Mr. Roche focuses on critical technology design and development for streamlining A&M’s tax operations, improving delivery models, and concentrating professionals’ time as strategic advisors.

Mr. Roche’s hire complements A&M Taxand’s focus on creating technology enabled services for today’s complex and highly regulated tax function.

Working in concert with Cody Dixon, an A&M Managing Director, Mr. Roche furthers A&M’s ability to serve as trusted advisor for assessing tax departments’ business and technology needs. A&M Taxand’s development and implementation of bespoke  technologies, along with third-party software solutions, will help drive change for critical areas including, Sales and Use tax, Research Credits & Incentives and Global Trade and Customs.

A&M Taxand’s digital strategy aligns with the firm’s digital approach exemplified by A&MPLIFY, the firm’s dedicated digital transformation group. A&MPLIFY’s systems designers, business technologists, data scientists, operating managers and artificial intelligence (AI) tools support digital tools for people, process and technology concerns.

Ernie Perez, a Managing Director and Global Practice Leader of A&M Taxand, remarked, “As trusted tax advisors that keep pace with clients’ evolving needs, our digital tax strategy underscores our commitment to solve clients’ challenges with pragmatism and ingenuity. The enhanced insights and greater level of professional engagement derived from our digital approach deepens our client centric focus.” 

Tyler Horton, a Managing Director and U.S. leader of A&M Taxand’s Core Tax Services, added, “In a complex, changing landscape, fraught with operational challenges, clients require bespoke technology enhancements to drive value and growth. A&M Taxand’s Digital Tax Services provides long-term, agile, compliant answers that transcend a solely transactional approach.” 

Mr. Dixon, said, “Matt’s background dovetails with our evolving tax technology capabilities, operational know how and results-oriented mindset. Tax functions are increasingly required to do more with less, maximize the finance function’s return on investment and comply with increasing reporting requirements. We are developing custom software and tools to drive automation and efficiencies along with helping clients unlock the value of their third-party systems. Matt’s joining augments our ability to create bespoke technologies that address clients’ specific needs and anticipated concerns.”   

Prior to joining A&M, Mr. Roche served with PwC, where he designed, developed, and deployed enterprise technology solutions across all aspects of the tax practice. Mr. Roche earned a bachelor’s degree in software engineering from the University of Michigan. He holds an Internal Revenue Service (IRS) enrolled agent credential. 

About Alvarez & Marsal

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 7,500 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what is really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

To learn more, visit: AlvarezandMarsal.com. Follow A&M on LinkedIn, Twitter, and Facebook

About Alvarez & Marsal Taxand

Alvarez & Marsal Taxand, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M’s commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest and bring an unyielding commitment to delivering responsive client service. A&M Taxand has offices in major metropolitan markets throughout the U.S. and serves the U.K. from its base in London.
 
Alvarez & Marsal Taxand is a founder of Taxand, the world’s largest independent tax organization, which provides high quality, integrated tax advice worldwide. Taxand professionals, including almost 550 partners and more than 2,500 advisors in 50 countries, grasp both the fine points of tax and the broader strategic implications, helping you mitigate risk, manage your tax burden and drive the performance of your business.

To learn more, visit: AlvarezandMarsal.com or Taxand.com

 

##

 

FOLLOW & CONNECT WITH A&M