securing tomorrow today - deloitte us .securing tomorrow today meeting strategic tax goals through

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  • Securing tomorrow

    today Meeting strategic tax

    goals through a

    transformational

    outsource model

    Peter Hordijk Unilever

    Jan van Trigt Deloitte Netherlands

    Sandra Winkster Deloitte Netherlands

  • Introduction

    Unilevers tax vision on outsourcing and future state 3

    How to scope the outsourcing RFP 7

    How to partner with the service provider when drafting an agreement 11

    The partnership in day-to-day operation 14

    The pros and cons of a central vs. decentralised approach 19

    Expectations from country by country reporting 21

    Contents

  • Unilevers tax

    vision on

    outsourcing and

    future state

  • FTE reduction

    Globalisation of the Tax department

    ETS strategy on finance transformation

    Starting from a clear understanding of Unilevers

    vision on outsourcing

  • Unilevers desired future state of the tax function

  • How to scope the

    outsourcing RFP

  • How to scope the outsourcing RFP

    Strategy, vision and prioritised objectives

    Detailed knowledge of current operations: organisation, tax processes and activities, data flows, systems used, information required, master data status, legal entities and entity complexities

    Future operating model and governance model: Scope, requirements and gaps to address

    Current and future cost model: Understanding of current baseline costs, projected ongoing outsourcing and retained organisation costs, projected one-off costs and targeted savings

    Qualitative benefit analysis

    Risks, challenges and dependencies

    RFP readiness

  • How to scope the outsourcing RFP (contd)

    Feasibility survey

    Business case arms and legs

    ETS strategy on finance transformation

    Country overview

  • How to scope the outsourcing RFP (contd)

    Retained organisation

    Cooperation with finance

  • How to partner

    when drafting an

    agreement

  • How to deal with sensitivities regarding potentially

    affected people

    EU culture vs. US culture

    Transfer of Undertakings (Protection of Employment) Regulations (TUPE)

    Workers Council

  • How to deal with sensitivities

    Clear vision on process from long list to short list

    Fine tuning scoping

    Relationship with Unilever's procurement department

    Legal discussions and legal department relationship between Unilever and Deloitte

  • The partnership

    in day-to-day

    operation

  • Day-to-day governance

    Governance structure

    Role EMO

  • Day-to-day governance (contd)

    Local contracting

  • Day-to-day governance (contd)

    Deloitte Tax Insight management system (DTi)

  • How does the triangle of finance, tax and service

    provider work smoothly together

    Quality improvements with joint common interest

    Direct contacts: one efficient data gathering

    Level of ERP automation

    Deloitte

    Unilever Tax

    Partner-ship

    Unilever Finance

  • The pros and

    cons of a central

    vs. de-centralised

    approach

  • What are the pros and cons of a central vs.

    de-centralised approach

    Globalisation of the tax function

    Link with ES/ETS strategy

    Local vs. central contracting

    Local statement of work

  • Expectations

    from country-by-

    country reporting

  • What impact is expected from per country reporting?

    No permanent establishments

    DTi management system

    Impact on ERP / SAP

    Impact of this type of legislation on globalisation of tax department

  • Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (DTTL), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as Deloitte Global) does not provide services to clients. Please see www.deloitte.com/about for a more detailed description of DTTL and its member firms.

    Deloitte provides audit, tax, consulting, and financial advisory services to public and private clients spanning multiple industries. With a globally connected network of member firms in more than 150 countries and territories, Deloitte brings world-class capabilities and high-quality service to clients, delivering the insights they need to address their most complex business challenges. Deloittes more than 200,000 professionals are committed to becoming the standard of excellence.

    This communication contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively, the Deloitte network) is, by means of this communication, rendering professional advice or services. No entity in the Deloitte network shall be responsible for any loss whatsoever sustained by any person who relies on this communication.[

    2014. For information, contact Deloitte Touche Tohmatsu Limited.

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