2023 BDO Tax Strategist Survey

Overview

With the rise of the Tax Strategist, a trend is taking shape past the normal tax planning: Tax leaders who use a strategic approach are becoming key contributors to driving positive business performance. To uncover what’s behind this trend, tax executives were surveyed about their involvement in overall decision-making, as well as their top priorities and challenges in the next 12 months. With a total tax approach and moving beyond the role of Tax Tactician, this survey report provides insights on the evolving role of tax leadership; profile of a Tax Strategist; the new tax policy agenda; making the case for investment in tax technology; and the alignment of tax and ESG strategy.

Advisor Thinking