Andersen Tax Transformation Trigger: Ignite Your Pipeline

🚀 Battle Card: Andersen

• Mark Tucker, Managing Director, Tax Transformation and Innovation · 🔗 LinkedIn

• Ashish Sadarangani, Managing Director, Tax Transformation and Innovation · 🔗 LinkedIn

• Mark Schutzman, Managing Director, Tax Transformation and Innovation · 🔗 LinkedIn

• Organizations face skyrocketing compliance workloads and fragmented tax tech stacks → Source

• Use this Andersen sales trigger to open conversations about modernizing tax ops with advanced automation and analytics.

• Regulatory complexity & global reporting burdens

• Legacy tax processes lacking data-driven insights

• Primary: Tax Transformation Platform → Streamlined compliance + real-time visibility

• Expansion: Managed Services + Automation → Reduced operational risk + freed up finance headcount

• HQ: San Francisco, CA

• Employees: 2,200

• Rev: ≈ $300 M

• Website: andersen.com

🤼 Competitive Intel

• Thomson Reuters — Tax research & compliance
• Unique edge: ONESOURCE platform for global tax management
• Evaluated by Tax Directors for comprehensive coverage

• Wolters Kluwer — CCH Tax & Accounting
• Unique edge: Deep integration with ERP and financial apps
• Evaluated by CFOs for seamless data flows

• Avalara — Sales & use tax automation
• Unique edge: Cloud-native determination & filing
• Evaluated by VP Finance for speed of deployment

• Vertex — Tax determination & data solutions
• Unique edge: Highly configurable for complex scenarios
• Evaluated by IT + Tax Ops for scalability

• Deloitte — Tax transformation consulting
• Unique edge: End-to-end advisory + tech partnerships
• Evaluated by CEOs for proven Big Four pedigree

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Tax Transformation Platform❑
PROOF_METRIC  = ❑30% time saved❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Mark
COMPANY     = Andersen
DEPT        = Tax Transformation and Innovation
SIZE        = ≈ 3
BOTTLENECK  = Regulatory complexity & global reporting burdens
EVENT       = Launch of Tax Transformation and Innovation Practice
DETAIL      = Addition of Three Managing Directors
PAIN        = Regulatory complexity & global reporting burdens
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251016471612&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ 5
EMP_EST     = 2200
REV_EST     = ≈ $300M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 3-person Tax Transformation and Innovation

Mark—noticed your Tax Transformation and Innovation team is ≈ 3.

That’s when Regulatory complexity & global reporting burdens slows growth.

We helped ≈ TBD fix this with Tax Transformation Platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ 5.

DM ≤45 words, TONE:
Saw your post about Addition of Three Managing Directors — Regulatory complexity & global reporting burdens.  
Tax Transformation Platform. 30% time saved.  
Quick chat?