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Group Tax Department organization: Difference between revisions

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== GTD's main missions ==
 
🌐 The Group Tax Department (GTD), through its multidisciplinary international team of proven experts in all tax dimensions and tax accounting areas, is dedicated to partnering with the business and effectively managing all matters relating to French and international tax to protect the AXA Group's interests.
 
'''GUIDE''' the AXA Group tax strategy, approach and communication on any tax matter, and the direction of the AXA tax family (circa 150 experts worldwide)
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* Manage the annual publication of the Group Transfer Pricing Master File, the Group Tax Transparency Report and Country-by-Country Reporting
* Steer any tax lobbying efforts
* Lead, rally and reinforce the AXA Tax community, notably through bi-annual tax reviews, monthly tax calls with every local team, international tax committee meetings, technical working groups, a mentoring programmeprogram, and promoting new technologies and their adoption
 
'''TEAM UP''' with the Group's 14 local and business tax teams in a collaborative partnership mindset
 
* Lend support for tax audits and litigations
* Partner on all M&A initiatives, cross-border programmeprogram implementations, financing transactions, tax planning projects, tax leakage reductions, and tax risk mitigations
* Oversee tax reporting and forecasting, Deferred Tax Asset (DTA) protection and monetisationmonetization
* MaximiseMaximize profit repatriation through withholding tax management and mitigation
* Enhance and simplify Group–entity communication and collaboration
 
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* Be a reliable, reactive and trustworthy business partner
 
=== Olivier TOURTOULOU – Global Head of Tax ===▼
== GTD's Team ==
 
▲=== Olivier TOURTOULOU – Global Head of Tax ===
 
* '''Email:''' olivier.tourtoulou@axa.com
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* '''At AXA since:''' July 2011
 
==== '''Main Missions ====missions'''
 
*📋 Management of the Group Tax Department as well as the global AXA tax family:▼
 
▲* Management of the Group Tax Department as well as the global AXA tax family
* Define AXA tax strategy and ensure full implementation and compliance everywhere
* Represent AXA in lobbying efforts
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* Monitor the tax impacts on the P&L of the Group
 
==== '''Professional Associations ====associations'''
 
* IACF (Institute of Tax Advisors Lawyers)
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* European Roundtable of Heads of Tax of Insurance (led by PwC)
 
=== Gerard BAYONA – Deputy Head of Tax ===
 
🏢 ''Based in Madrid, mainly in charge of international tax matters and transformation initiatives.''
 
* '''Email:''' gerard.bayona@axa.com
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* '''At AXA since:''' February 2018; in GTD since December 2024
 
==== '''Main Missions ====missions'''
 
🔧 Key responsibilities include:
 
* Contribute actively to the management of the Group Tax team and the AXA Tax Family on all dimensions (goals, tax strategy, tax planning, etc.)
* Promote transformation of the tax function, including AI initiatives, knowledge management and organisationalorganizational aspects
* Monitor international tax matters across different locations
* Promote best tax practices and tax standards within the Tax community
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* Promote cross-border lobbying on tax reforms
 
==== '''Professional Associationassociation (GTD Representationrepresentation) ===='''
 
* AEDAF (Spanish Tax Advisory Association – Working Group of big corporations)
 
=== Thierry SARRIAU – Head of Tax Accounting and Reporting ===
 
* '''Email:''' thierry.sarriau@axa.com
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* '''At AXA since:''' March 2005
 
==== '''Main Missions ====missions'''
 
📊 Key responsibilities include:
 
* Contribute to the management of GTD and the AXA tax family
* Drive Group tax accounting guidelines and technical positions
* AnalyseAnalyze, understand and optimiseoptimize income taxes in IFRS accounts
* AnalyseAnalyze ETR and deferred taxes in IFRS consolidated accounts
* Lead communication on tax accounting matters to Management and auditors
* Assist entities and finance teams on all accounting tax topics in IFRS and Solvency; train them when necessary
* Monitor UTPs reporting and management, as well as DTAs monetisationmonetization
* Ensure IAS 12 full compliance and lobbying initiatives on tax accounting
* AnalyseAnalyze IFRS tax impacts of GAAP changes, tax law reforms and any M&A transactions
* Supervise the CBCR and tax transparency initiatives
* Implement the Global OECD Minimum Tax initiative (Pillar 2) through a strong partnership with PBRC and entities
* Manage tax processes related to deferred compensation plans
 
==== '''Professional Association ====association'''
 
* AXA representative in ACTEO (association for the participation of French companies in international accounting harmonisationharmonization)
 
=== Elisa TRAN DUC – Personal Assistant ===
 
* '''Email:''' elisa.tranduc@axa.com
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* '''At AXA since:''' December 2025
 
==== '''Main Missions ====missions'''
 
🗂️ PA to the Group Tax team:
 
* Manage changing schedules and plan meeting rooms accordingly
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* Manage the Coupa process for the team: issue purchase orders, communicate with providers, and ensure timely payment
 
=== Teresa JOIA – Senior Tax Manager ===
 
* '''Email:''' teresa.joia@axa.com
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* '''At AXA since:''' January 2016
 
==== '''Main Missions ====missions'''
 
🌍 '''Scope:'''
* Geographical: IMA, US and Japan
* Business lines: AXA France units (France, Partners, Climate, AXA Banque – with Catherine), AXA XL
 
🔍 '''Technical matters:'''
* Transfer pricing lead
* Tax topics connected to financing initiatives (with Catherine)
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* Referent on any transfer pricing topic
 
==== '''Professional Association ====association'''
 
* Representative of AXA in the Deloitte Transfer Pricing Working Group
 
=== Soraya SACCO – Senior Tax Manager ===
 
* '''Email:''' soraya.sacco@axa.com
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* '''At AXA since:''' May 2019
 
==== '''Main Missions ====missions'''
 
🌍 '''Scope:'''
* Geographical: Italy and Spain
* Business lines: Real Estate and Insurance
 
🔍 '''Technical matters:'''
* Supervision of M&A projects within her scope
* Point of contact for HR teams on tax topics (with Teresa)
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* Referent on any real estate, non-real-estate investment, and VAT matters
 
==== '''Professional Association ====association'''
 
* AXA representative to the Fiscal Committee of the Insurance Federation
 
=== Catherine REYNAUD – Tax Advisor ===
 
* '''Email:''' catherine.reynaud@axa.com
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* '''At AXA since:''' May 2001
 
==== '''Main Missions ====missions'''
 
🌍 '''Scope:'''
* AXA France units: AXA France, Partners, AXA Climate, AXA Banque (with Teresa)
 
🔍 '''Technical matters:'''
* Follow-up on tax audits and litigations
* AXA Shareplan (with Véronique)
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* Referent on any IPT and French local taxes (business tax, land tax) topics
 
==== '''Professional Association ====association'''
 
* AXA representative to the Fiscal Committee of the Insurance Federation (FA)
 
=== Rayane FETTAH – Tax Analyst Junior ===
 
* '''Email:''' rayane.fettah@axa.com
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* '''At AXA since:''' October 2024
 
==== '''Main Missions ====missions'''
 
🌍 '''Scope:'''
* Geographical: Germany, Switzerland, and Belgium
* Business lines: AXA GO (together with Salimata), Real Estate (with Soraya)
 
🔍 '''Technical matters:'''
* Support M&A projects within his scope
* Philanthropic actions and mécénat (with Olivier)
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* Referent for the tax dimension of any philanthropic project
 
=== Salimata CAILLAULT – Tax Analyst Junior ===
 
* '''Email:''' salimata.caillault@axa.com
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* '''At AXA since:''' July 2025
 
==== '''Main Missions ====missions'''
 
🌍 '''Scope:'''
* Geographical: AXA HK and Asia
* Business lines: AXA GO (together with Rayane)
* Special projects and partnerships
 
🔍 '''Technical matters:'''
* Support M&A projects within her scope
* Special projects (e.g., partnerships, business initiatives, e-invoicing, etc.)
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* Referent on GIE topics
 
=== Véronique PICHON – Tax Analyst ===
 
* '''Email:''' veronique.pichon@axa.com
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* '''At AXA since:''' July 2007
 
==== '''Main Missions ====missions'''
 
🌍 '''Scope (for tax accounting items):'''
* Europe: AXA France, UK, Ireland, Belgium, Spain, AXA IMA
* International: US, HK and Asia
* Transversal: AXA SA and AXA Holdings, AXA Assistance, AXA Partners, AXA GO
 
🔍 '''Technical matters:'''
* FATCA/CRS
* Shareplan (with Catherine)
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* Annual Certification of Compliance with AXA Tax Code of Ethics
* Coordination of the quarterly Group Tax Newsletter
* Transformation and internal organisationorganization (AI, etc.)
* R&D tax credits
* Referent for any FATCA and CRS question, as well as tax research credits
 
🌍 '''Scope (UK and Ireland):'''
 
=== Qian ZHOU – Tax Controller ===
 
* '''Email:''' qian.zhou@axa.com
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* '''At AXA since:''' February 2020
 
==== '''Main Missions ====missions'''
 
🌍 '''Scope (for tax accounting items):'''
* Europe: AXA Switzerland, Germany, and Italy
* International: US, SEA, EME LATAM, and Japan
* Transversal: AXA SA and AXA Holdings, AXA GO
 
🔍 '''Technical matters:'''
* AnalyseAnalyze, understand and monitor income taxes in IFRS accounts
* Contribute to the GTD teamwork on any tax accounting topics
* Manage the tax transparency of the Group
* AnalyseAnalyze and prepare the country-by-country report (CbCR) to be sent to tax authorities and disclosed in the tax transparency report
* Prepare the annual Group tax transparency report on a yearly basis
* Prepare and contribute to third-party questionnaires related to tax transparency (Dow Jones Sustainability Index, AFEP, survey external benchmarks, etc.)
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''Note: The Tax Transparency annual report can be found on axa.com (Investors > Publications) and is published in June.''
 
=== Alessandro BESTAZZA – Tax Controller ===
 
* '''Email:''' alessandro.bestazza@axa.com
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