Companies need to examine their target operating model and decide where they want to be best in class and where they want to be best in cost.

Dave Helmer

EY Global Tax and Finance Operate Leader

Helping companies reimagine the tax and finance function.Speaker. Passionate runner. Husband and father of seven.

Responsible for strategy, operations, client relations, quality, risk management and knowledge sharing for tax and finance functional outsourcing worldwide, Dave is EY Global Tax and Finance Operate Leader.

In his current role, he helps companies at the C-suite and tax leadership level to develop the right strategy across the co-sourcing continuum. Based on a company’s unique drivers, he helps to develop a tax operating model strategy that leverages a leading approach to navigating the challenges they face.

Dave is a member of the EY Global Tax Executive Committee. Previously, he served on the Tax Operating Committee, the Tax Client Service Group, and the Tax Advisory Board.

He received a BA from the University of Notre Dame and a master’s degree in Taxation from DePaul University. He is a CPA.

How Dave is building a better working world

During his 31 years with EY, Dave has served on a number of committees, such as the Gender Equity Task Force, on which he fostered diversity, inclusiveness and a flexible work environment for EY people.

A contributor to tax thought leadership, he identifies and communicates the business and tax implications of current and emerging trends, such as tax risk management, tax transparency and tax policy issues.

Dave also helps companies manage tax policy and controversy matters, including providing expert testimony in tax litigation, and is a sought-after speaker on these issues.

Dave's latest thinking

How transforming tax functions is paying off

New tax operating models in the last five years delivered value to businesses, EY survey shows. The next five years will add even more. Read more.

20 Jun 2023 EY Global

How a strong vision can empower successful finance transformation

How the finance function could be transformed if finance leaders have the vision to achieve it. Learn more.

20 Feb 2023 Myles Corson

Why private businesses are transforming tax function

For private businesses transforming their tax functions at a time of global flux, co-sourcing may be a valuable part of the solution. Learn more.

23 Jan 2023 Steven Shultz +1

EY Microsoft Tech Directions: How to maximize the cloud for finance and tax transformations

In this episode of the EY Microsoft Tech Directions podcast, we explore how businesses are co-sourcing finance and tax functions to meet talent shortages, legislative change, and technological transformation challenges. Learn more.

02 Dec 2022 36m 11s

EY Microsoft Tech Directions Podcast Series

The EY Microsoft Tech Directions podcast series explores the technology challenges that impact IT executives today.

14 Jul 2021
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