Tax Transformation: What’s shaping the transformation agenda for indirect tax and finance teams?

In a landscape where regulatory pressure, digital disruption, and enterprise growth ambitions are reshaping expectations, tax and finance teams find themselves at the center of sweeping transformation. 

The 2024 Vertex Finance Transformation research uncovers how organisations across regions and industries are navigating this shift juggling digitalisation, ERP modernisation, automation, and evolving functional roles. The findings reveal a clear mandate: transformation is no longer optional, but a strategic lever for business growth, operational efficiency, and future-ready tax leadership. Yet the journey is complex, demanding new skills, tighter collaboration between tax and finance, and an expanding technology stack powered by AI, cloud ERP, and specialised tax engines. 

This report offers a forward-looking view into how indirect tax teams are redefining their role within the enterprise and why the next era of tax transformation is already taking shape.