Group Tax Department organization: Difference between revisions
Content deleted Content added
No edit summary |
No edit summary |
||
Line 2:
[[File:Group-tax-department-organization.svg|800px|center]]
</div>
{{section separator}}
== 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):
* Define and implement Group tax strategy and guidelines on technical tax topics, ensuring entities' full compliance
Line 18 ⟶ 20:
* 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 program, 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
Line 26 ⟶ 28:
* Enhance and simplify Group–entity communication and collaboration
🚀 '''DRIVE''' an ever-stronger business partnership on all the Group teams' transversal initiatives:
* Contribute to the success of all M&A projects
Line 32 ⟶ 34:
* Be a reliable, reactive and trustworthy business partner
{{section separator}}
== Olivier Tourtoulou – Global Head of Tax ==
{{Infobox person
| name = Olivier Tourtoulou
| image =
| title = Global Head of Tax
| email = olivier.tourtoulou@axa.com
| tel = +33 6 30 91 50 83
| background = Previous tax lawyer admitted to the Paris Bar
| languages = English and knowledge of Spanish
| at_axa_since = July 2011
}}
📋 '''Main missions:'''
* 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
Line 50 ⟶ 59:
* Monitor the tax impacts on the P&L of the Group
🏛️ '''Professional associations:'''
* IACF (Institute of Tax Advisors Lawyers)
Line 56 ⟶ 65:
* European Roundtable of Heads of Tax of Insurance (led by PwC)
{{section separator}}
== Gerard Bayona – Deputy Head of Tax ==
{{Infobox person
| name = Gerard Bayona
| image =
| title = Deputy Head of Tax
| email = gerard.bayona@axa.com
| tel = +34 691 416 668
| background = Diploma in Business Administration and Master in Tax Law
| languages = Spanish (native), English, French, and knowledge of German
| at_axa_since = February 2018; in GTD since December 2024
}}
📋 '''Main missions:'''
* Based in Madrid, mainly in charge of international tax matters and transformation initiatives
* 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 organizational aspects
Line 82 ⟶ 96:
* Promote cross-border lobbying on tax reforms
🏛️ '''Professional association (GTD representation):'''
* AEDAF (Spanish Tax Advisory Association – Working Group of big corporations)
{{section separator}}
== Thierry Sarriau – Head of Tax Accounting and Reporting ==
{{Infobox person
| name = Thierry Sarriau
| image =
| title = Head of Tax Accounting and Reporting
| email = thierry.sarriau@axa.com
| tel = +33 6 82 60 74 87
| background = DESCF (Diploma in Advanced Studies in Accounting and Finance)
| languages = French, English, and Spanish
| at_axa_since = March 2005
}}
📋 '''Main missions:'''
* Contribute to the management of GTD and the AXA tax family
* Drive Group tax accounting guidelines and technical positions
* Analyze, understand and optimize income taxes in IFRS accounts
** Analyze 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 monetization
** Ensure IAS 12 full compliance and lobbying initiatives on tax accounting
** Analyze 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:'''
* AXA representative in ACTEO (association for the participation of French companies in international accounting harmonization)
{{section separator}}
== Elisa Tran Duc – Personal Assistant ==
{{Infobox person
| name = Elisa Tran Duc
| image =
| title = Personal Assistant
| email = elisa.tranduc@axa.com
| tel = +33 6 30 45 99 26
| background = Diploma in Administrative Assistance (French Advanced Technician's degree)
| languages = French and English
| at_axa_since = December 2025
}}
📋 '''Main missions:'''
* PA to the Group Tax team
* Manage changing schedules and plan meeting rooms accordingly
* Coordinate all business-related trips
Line 137 ⟶ 163:
* Manage the Coupa process for the team: issue purchase orders, communicate with providers, and ensure timely payment
{{section separator}}
== Teresa Joia – Senior Tax Manager ==
{{Infobox person
| name = Teresa Joia
| image =
| title = Senior Tax Manager
| email = teresa.joia@axa.com
| tel = +33 7 87 40 00 52
| background = Master 2 in Taxation and Business Law
| languages = Portuguese (native), French, English, and Spanish
| at_axa_since = January 2016
}}
🌍 '''Scope:'''
Line 160 ⟶ 192:
* Referent on any transfer pricing topic
🏛️ '''Professional association:'''
* Representative of AXA in the Deloitte Transfer Pricing Working Group
{{section separator}}
== Soraya Sacco – Senior Tax Manager ==
{{Infobox person
| name = Soraya Sacco
| image =
| title = Senior Tax Manager
| email = soraya.sacco@axa.com
| tel = +33 6 73 75 35 02
| background = Previous tax lawyer admitted to the Paris Bar
| languages = French, English, Italian, and Persian
| at_axa_since = May 2019
}}
🌍 '''Scope:'''
Line 186 ⟶ 224:
* Referent on any real estate, non-real-estate investment, and VAT matters
🏛️ '''Professional association:'''
* AXA representative to the Fiscal Committee of the Insurance Federation
{{section separator}}
== Catherine Reynaud – Tax Advisor ==
{{Infobox person
| name = Catherine Reynaud
| image =
| title = Tax Advisor
| email = catherine.reynaud@axa.com
| tel = +33 6 73 75 34 77
| background = Master's Degree in Applied Taxation
| languages = French and English
| at_axa_since = May 2001
}}
🌍 '''Scope:'''
Line 213 ⟶ 257:
* Referent on any IPT and French local taxes (business tax, land tax) topics
🏛️ '''Professional association:'''
* AXA representative to the Fiscal Committee of the Insurance Federation (FA)
{{section separator}}
== Rayane Fettah – Tax Analyst Junior ==
{{Infobox person
| name = Rayane Fettah
| image =
| title = Tax Analyst Junior
| email = rayane.fettah@axa.com
| tel = +33 6 85 97 85 01
| background = Master in Tax Law and Management
| languages = French and English
| at_axa_since = October 2024
}}
🌍 '''Scope:'''
Line 239 ⟶ 289:
* Referent for the tax dimension of any philanthropic project
{{section separator}}
== Salimata Caillault – Tax Analyst Junior ==
{{Infobox person
| name = Salimata Caillault
| image =
| title = Tax Analyst Junior
| email = salimata.caillault@axa.com
| tel = +33 6 85 18 47 04
| background = Master in Taxation, Business Law, Consulting and Business Management, and Tax and Customs Law
| languages = French and English
| at_axa_since = July 2025
}}
🌍 '''Scope:'''
Line 261 ⟶ 317:
* Referent on GIE topics
{{section separator}}
== Véronique Pichon – Tax Analyst ==
{{Infobox person
| name = Véronique Pichon
| image =
| title = Tax Analyst
| email = veronique.pichon@axa.com
| tel = +33 6 70 75 16 50
| background = BA / Master 1 in International Business and Marketing
| languages = French and English
| at_axa_since = July 2007
}}
🌍 '''Scope
* UK and Ireland
🔍 '''Technical matters:'''
Line 287 ⟶ 347:
* Referent for any FATCA and CRS question, as well as tax research credits
{{section separator}}
== Qian Zhou – Tax Controller ==
{{Infobox person
| name = Qian Zhou
| image =
| title = Tax Controller
| email = qian.zhou@axa.com
| tel = +33 6 73 87 31 93
| background = Master's degree from Toulouse Business School – Management Controlling, Governance and Risk Management
| languages = French, English, and Chinese
| at_axa_since = February 2020
}}
📋 '''Main 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:'''
* Analyze, 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
* Analyze 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.)
* Contribute to the improvement of the tax dimension of Group tools
''Note: The Tax Transparency annual report can be found on axa.com (Investors > Publications) and is published in June.''
{{section separator}}
== Alessandro Bestazza – Tax Controller ==
{{Infobox person
| name = Alessandro Bestazza
| image =
| title = Tax Controller
| email = alessandro.bestazza@axa.com
| tel = +33 6 85 23 13 30
| background = Master of Science (MSc) in Business and Economics
| languages = Italian, English, and French (beginner)
| at_axa_since = October 2023; in GTD since June 2025
}}
🌍 '''Scope (for tax accounting items):'''
Line 313 ⟶ 410:
* Contribute to the improvement of the tax dimension of Group tools
{{section separator}}
== Glossary ==
| |||