Fractional tax advisory
A senior international tax adviser on your team, for the days you need one. For family offices and corporate groups that need a head of tax but not a full-time hire.
Between a full-time hire and a large-firm bill.
Many groups and family offices need senior tax judgement a few days a month. Hiring a head of tax at that level is costly, and the person often has too little senior work to fill the week. The usual alternative is a large firm, whose fees carry the cost of its offices and its layers of staff, and where the person you meet is rarely the one doing the work. A fractional adviser gives you the senior person for the time you need, at a fee set for that time.
Who it's for
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Family offices
Most family offices do not employ a head of tax. They instruct several firms, and no one sees the whole position. A fractional adviser joins the office, works with the family's other advisers and keeps the tax position consistent in every country where the family has interests.
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Growing groups
Groups with companies in several countries often have tax obligations in each and no one senior responsible for tax. The finance team files the returns, but nobody owns the risk.
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Teams that need a senior lead
Where a tax team exists but is junior, a fractional head of tax reviews its work and takes the senior decisions.
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Groups entering a new jurisdiction
Groups establishing in the UAE or another new market need their tax position in place from the first day of trading.
Part of your team
An outside consultant answers the question put to them and sees only what they are shown. Your fractional adviser acts as your head of tax: they attend your meetings, have access to the group's information and take responsibility for the tax function. You call them when a question arises, as you would a colleague.
What your adviser does
Oversight
Reviews returns, and the positions taken in them, across the group before they are filed.
One plan across jurisdictions
Directs your advisers in each country so their advice is consistent. Without someone senior in the middle, advisers in different countries rarely speak to each other.
Early sight of decisions
Reviews acquisitions, restructurings and market entries before they are signed, while the tax can still shape the transaction.
Tax authorities
Manages correspondence and meetings with the Federal Tax Authority and with tax authorities elsewhere.
Audit readiness
Tests your tax positions, and the evidence behind them, as an authority would, so you know what an auditor will ask before an audit begins.
Review of AI output
Many finance teams now put tax questions to AI tools. Your adviser reviews the answer and advises whether to act on it. AI tools carry no professional indemnity insurance. We do.
Who you get
Our advisers are senior international tax specialists. Between them they hold four doctorates in tax and have worked for the OECD, revenue authorities and the Big Four. Your adviser has the rest of PB First behind them, so a specialist question goes to a specialist.
How it works
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We begin with a review of your tax position in every country where you operate.
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We agree the days each month, and the fee for them, in advance.
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Your adviser joins the team and reports to whoever you choose: the CFO, the board or the family.
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As the business changes, the days can change with it.
Need a head of tax for part of the week?
Tell us about the business, the countries it operates in and the tax support it has today.