Skip to main content

Finance and Treasury Tax Advisory

Assess finance and treasury tax implications and options with confidence

Tax can change the effectiveness and outcomes of actions that treasury teams take. But the rules are complex and evolving globally which can be challenging to comply with. In this increasingly complex and volatile environment, a clear tax strategy for the treasury department is advisable.

Deloitte’s financing and treasury tax advisory professionals work with you to assess, build and operate the tax savvy treasury function your organization needs today, and advising on future enhancements as your business grows. Our work spans across:

  • Operational advisory – Working with both tax and treasury stakeholders to design and implement sustainable policies that make sense from a tax perspective;
  • Transactional advisory – Considering the tax consequences of specific transactions, from the basic advancement of funds, to acquisitions, restructurings, or risk mitigation transactions, by assessing tax attributes and reflecting or responding to legislative change; and,
  • Compliance and tax authority engagement– Assisting clients in analyzing financial transactions and reporting these correctly for tax purposes and facilitating understanding by tax authorities.

Common tax challenges that Deloitte can help treasury functions with include: increasing the visibility of global tax risk exposures; understanding their liquidity position; managing foreign exchange volatility; deploying cash; promoting operational agility; and, embracing technology to enhance effectiveness or efficiency.

Deloitte’s financing and treasury tax advisory teams offers deep experience across the treasury services spectrum and can provide globally consistent advice to help your tax and treasury departments navigate the tax landscape. Deloitte teams routinely collaborate with accounting advisory, treasury technology consulting, financial advisory and legal advisors, and other disciplines to help deliver methods, tools and advice that are both practical and implementable in the context of treasury functions and financial transactions.