Welcome to the Tax Leaders Unplugged, a podcast hosted by Stevi Frooninckx (CEO & Co-founder at Loctax), where we go beyond the numbers and the rules, delving into the essence of leadership in the tax world. Our focus isn’t on tax technicalities; it’s on the people behind them. Join us for in-depth conversations with leading in-house tax professionals, exploring collaboration, team management, and career development. Stay tuned for unique insights and advice you won’t find on Google, tailored to enhance your tax leadership journey.
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October 19, 2026Episode 2542 min
How AUTODOC Gets Tax Involved Before Business Decisions
When AUTODOC opened a third-party warehouse in the UK, tax and finance were involved from the beginning. For Svetlana Schiel, that is what business partnering should look like in practice. Svetlana, Senior Director Tax and Payroll at AUTODOC, joins Stevi Frooninckx to explain how her team learns what drives the business and earns a place in its plans. She asks colleagues to describe what their unit would put on an invoice, gives supply chain teams clear reminders about when to involve tax, and works with a finance business partner group that helps colleagues find the right person without navigating each finance function themselves. They also discuss why payroll became part of Svetlana's remit as AUTODOC expanded hiring across borders, how the finance team organised its transformation around shared priorities, and why she wants tax professionals to keep practising critical thinking as they use AI. Chapters 00:00 Meet Svetlana Schiel 01:02 A Himalayan climb and the value of smaller steps 02:20 Why a tax lecture began with the business case 05:05 The Working Moms network and career support 12:04 Understanding the business value chain 14:40 The invoice question for business teams 16:23 Making tax triggers visible, including coffee cups 17:48 Shared roadmaps and the UK warehouse 19:50 Finance partners as a first contact for the business 23:49 An entrepreneurial approach to tax priorities 25:06 Tax KPIs and business goals 29:00 Why payroll joined Svetlana's remit 32:30 Adjacent responsibilities and tax technology 35:11 AUTODOC's finance transformation 40:00 Career advice, critical thinking and AI Svetlana Schiel: https://www.linkedin.com/in/svetlana-schiel-970b82ab/ Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx Tax Leaders Unplugged: https://podcast.loctax.com/ Loctax: https://www.loctax.com/ AUTODOC: https://autodoc.group/en/ Working Moms e.V.: https://www.workingmoms.de/ueber-workingmoms/
September 18, 202647 min
AI in Tax: 240 Hours Saved, with Humans Still Reviewing | Morgan Randolph, Atlassian Global Head of Tax
Morgan Randolph, Global Head of Tax at Atlassian, joins Tax Leaders Unplugged to discuss whether AI is a threat or an opportunity for in-house tax teams. One AI-enabled workflow helped Atlassian's India tax team process thousands of airline receipts and invoices, saving 240 hours and turning a highly manual process into one that is almost instant. Morgan also shares how AI made her budget review 10 times faster and 10 times better, how her team turned a Section 382 research procedure into a working spreadsheet, and how a script removed a repetitive 25-minute step from a SOX control. In this episode: - Why experimentation turns AI fear into excitement - How Atlassian combines tax champions, broad tool access, workbook prototypes and a tax hackathon - Why tax teams should start with low-hanging fruit - Where custom tax apps create scale, version control, assurance and audit concerns - Why human review remains essential in high-risk tax processes - How Morgan progressed from Senior Tax Accountant to Global Head of Tax - What mentors, honest feedback and genuine professional relationships can do for a tax career Key lessons: - Start with a recurring manual process the team understands - Give the whole team permission to experiment - Use prototypes to make AI tangible - Keep people accountable for accuracy, controls and auditability - Design for scale before turning a personal script into a team process - The opportunity is more proactive thinking, earlier decisions and more tax with less Excel Morgan Randolph: https://www.linkedin.com/in/morgan-randolph-cpa-91b74428 Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx Tax Leaders Unplugged: https://podcast.loctax.com/ Loctax: https://www.loctax.com/ Resources: Atlassian ShipIt hackathons: https://www.atlassian.com/company/shipit Confluence: https://www.atlassian.com/software/confluence Loom: https://www.loom.com/ Claude for Excel: https://www.anthropic.com/news/advancing-claude-for-financial-services Gemini in Google Sheets: https://support.google.com/docs/answer/14356410 Accordance AI: https://accordance.com/ Alteryx: https://www.alteryx.com/ Chapters: 00:00 Introduction: Morgan Randolph, Global Head of Tax at Atlassian 04:00 AI in tax: fear, excitement and experimentation 07:30 How Atlassian organises tax transformation 09:30 Why tax leaders need to test AI themselves 10:10 How to run a tax-focused AI hackathon 15:00 Vibe coding, difficult workbooks and scaling prototypes 17:30 The workflow that saved 240 hours 19:00 Tax provision opportunities and human review 20:10 Custom tax apps, audit controls and the future of tax work 21:00 More tax and less Excel 22:30 Skills for the tax professional of the future 25:40 Four practical AI use cases 29:30 How small wins turn AI sceptics into active users 30:10 Morgan's path to Global Head of Tax 36:30 Mentorship, feedback and trust in a global remote team 44:20 Career advice: build genuine relationships
June 17, 202648 min
Stay Curious, Take Responsibility: AI & High-Performance Tax Teams | Christian Klein
Christian Klein, VP Accounting, Reporting and Tax at Autodoc, joins Tax Leaders Unplugged to discuss how he is using AI to scale a finance and tax function under two-digit growth, and why culture decides whether that works. He shares: - How Autodoc moved from collecting 60 AI ideas to 5 products in development, 2 of them already live, by enabling people before buying tools. - Real outcomes, including a daily reconciliation cut from 3 hours to 5 minutes and a standing target of at least 20% efficiency gains a year. - What it took to keep a 6,000-hour year-end audit on track after losing his accounting director with one week's notice. Key Insights and Learnings: - Enable people first, pick tools second. Autodoc ran a finance-team survey, opened an AI "garage", held weeklys, teach-ins and a hackathon capped at 30 seats, then attached a business case and return on investment to each use case before going live. - Build in-house where you can. Autodoc ran 2 to 3 proof-of-concepts with an external AI vendor over 3 months, built the same thing in-house with its IT team, and got a more robust, more reliable, more steerable result with no price tag attached. - Watch the vendor pricing model. Some providers charge a transaction fee of 20% to 30% of the efficiency gain, so Christian checks every use case against its own business case. Finance and tax rarely show the euro savings that justify that. - The tax advisor qualification still pays off. AI can now pass the German chartered tax advisor exam, but Christian argues the qualification still builds the judgement to see where the obstacles and risks sit. - Resilience comes from culture. A core team of 5 absorbed the director's workload and delivered the audit faster, with no surprises, because the environment lets people step into a gap when something is burning. ___ Where to find Christian Klein: https://www.linkedin.com/in/ch-klein Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx ___ [00:00] Introduction. Who is Christian Klein, VP Accounting, Reporting and Tax at Autodoc. [00:44] Life outside tax. Family, repairing an old convertible, golf, a new mountain bike and learning guitar. [02:49] Two months in Bali and Lombok with the family, phone switched off, and not remembering which office floor he worked on. [04:56] The career path. From PwC audit in Frankfurt into industry at Home24, and why audit left him wanting ownership of the outcome. [07:23] Earning the chartered tax advisor licence, then taking on the tax team alongside accounting, and combining the finance and tax worlds. [09:10] The SAP implementation in 8 months, with end-to-end tests run through to the tax return to protect VAT across 19 million orders a year. [11:25] Is the tax advisor qualification still worth it now AI can pass the exam? A colleague's move from exams to n8n and Python. [16:19] Saving time at scale. The AR reconciliation cut from 3 hours to 5 minutes, and the 20% annual efficiency target. [18:36] How to start with AI. The survey, the AI garage, teach-ins, hackathon, 60 ideas, business cases, and building in-house versus buying. [24:42] Handling fear in the team. Taking the scary moment away and turning sceptics into the core AI team. [27:12] Where the freed-up time actually goes, and a tax leader's duty to use it well. [29:39] Tax authorities and AI. Receiving the requirements but not yet seeing the data put to use. [33:15] Audits as a learning tool. Treating findings as the basis for improving the organisation. [34:54] Unlocking budget. Working with compliance case by case, and funding an exploratory garage. [37:00] The coming AI sales funnel, where the assistant buys the spare part for the customer. [42:29] The high-performance team. Running a 6,000-hour audit a person down, and why culture is the secret. [45:43] One piece of advice. Stay curious and take on responsibility.
May 25, 202632 min
AI and Data for Tax Research | Luis Nouel from IBFD
Luis Nouel, Manager Latin America, Africa-Middle East and Bulletin of International Taxation Teams at IBFD, joins Tax Leaders Unplugged to discuss how tax research actually gets done and where AI fits in. We recorded at IBFD HQ in Amsterdam. Luis brings 33 years in tax, more than 18 of them at IBFD, and currently leads the Latin America, transfer pricing and VAT teams. We covered: - How a tax research workflow runs in practice, from mapping cross-border consequences to working country chapters before opening legislation. - Why tax authorities have been using AI for 8 to 9 years and what that means for in-house tax teams under shrinking budgets. - The compounding complexity of BEPS, MLI and Pillar Two, and why Luis is convinced the next wave will be worse. - Why IBFD's curated dataset is the foundation that makes the Loctax AI Assistant game-changing, instead of unreliable. - How the Loctax and IBFD partnership turns that dataset into an AI assistant that tax professionals can trust on the specifics, so the human work shifts to judgement, audit defence and business partnering. ___ Where to find Luis Nouel: https://www.linkedin.com/in/luisnouel Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx ___ [00:00] Introduction. Recording at IBFD HQ Amsterdam. Luis Nouel's background: tax lawyer, 33 years in tax, more than 18 at IBFD, currently leading the Latin America, transfer pricing and VAT teams. [02:10] Why tax research grabs you. Connecting dots across corporate income tax, VAT, transfer pricing, customs and individual taxation. [03:15] Tax is never binary, it's grey. Taking positions you can defend at audit. [05:55] How tax research actually runs. Step back to see the big picture, then work the deadline. [08:47] Worked example. Liquidating a Venezuelan subsidiary held by a Spanish parent: domestic consequences in both jurisdictions, exit taxation, treatment at the parent. [10:57] Why Luis goes to country chapters before legislation. IBFD covers 220+ jurisdictions. [11:49] Books and university tax libraries. Why hard copy can't keep up with the rate of change. [14:18] Why up to date matters. Free internet sources versus the risk you're willing to take. [16:34] Complexity is not slowing down. OECD models, then MLI, then Pillar Two, and the next wave Luis expects to be worse. [19:31] Tax authorities stepping up. AI in their hands for 8 to 9 years. Dispute resolution as the new normal. [22:10] Paper it up. Building a documentation defence so a 3 to 5 year audit gap doesn't sink you. [24:38] The AI elephant. Quality jump in the last 6 to 8 months when AI is applied to the right data and the right guardrails. [27:31] AI reshapes functions, not replaces them. PC and internet as parallels. [28:48] The Loctax and IBFD AI assistant. Full IBFD library across legislation, treaties, doctrine, journals and case law. [31:37] Joint mission. Spreading tax research to in-house, advisory and tax authorities. [32:17] Closing. "Don't be afraid of it. The sooner you embrace the new technologies, the better you're gonna get handling them."
April 9, 202649 min
From Accountant to Head of Tax | Sara Spring from Oatly
Sarah Spring, Head of Tax at Oatly, joins Tax Leaders Unplugged to share her path from finance and accounting into tax leadership, and what it takes to become a real business partner inside an international company. She explains why tax teams need to stop acting as a clean-up function and instead get involved before key decisions are made.With a team of just four, Sarah also shares how she approaches tax transformation in practice, from VAT automation to better use of existing systems. A key theme is influence. Speak business, not tax. Push for a seat at the table. She also highlights a growing challenge. Today’s filings may be reviewed years later with far more advanced AI, raising the bar for controls and data quality now. 🔑 Key Insights and Learnings: - AI will raise the standard for tax controls.Sara highlights a critical shift. Returns filed today may be reviewed years later using far more advanced AI by tax authorities. That means tax teams need stronger controls, cleaner data and more consistency now, not later.- Speak business, not tax.If non-tax stakeholders do not understand you, you will not influence decisions. Translate tax into business impact.- Get involved before decisions are made.Tax should not fix issues after the fact. It should shape decisions early, especially on funding, structuring and cross-border activity.- You have to earn your seat at the table.Do not wait to be invited. Join meetings, follow projects and proactively insert tax into discussions that may not look tax-related at first.- Broader experience makes better tax leaders.Backgrounds in finance, accounting and treasury help you understand other teams and collaborate more effectively.- Lean teams require better systems and controls.With a team of four, technology is essential. AI will also raise audit standards, so data quality and consistency matter more than ever.—Where to find Sara Spring: https://www.linkedin.com/in/saraemspring/Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx__[00:00:00] Introduction and Sarah’s background[00:03:55] Career path and attraction to dynamic environments[00:07:10] Contracting vs permanent roles[00:09:19] Cultural differences across countries[00:12:27] Transition from accounting to tax[00:16:08] From tax blocker to business partner[00:17:10] Speak business, not tax[00:19:05] Earning a seat at the table[00:30:40] Tax transformation, VAT automation and AI[00:33:00] Future audit risk and final leadership lessons
February 16, 202645 min
From VAT to Value: Powered by Tech and Diversity | Nora Bafrouri from Trane Technologies
Nora Bafrouri, Global VAT and Tax Technology Lead at Trane Technologies, joins Tax Leaders Unplugged to discuss how indirect tax teams can move from compliance to measurable business value.She explains how she built a highly automated VAT operating model across 44 jurisdictions, why tax authorities are increasingly data-driven, and how a structured KPI dashboard helped her reposition VAT as a business partner. She shares:• How misalignment between VAT and technology priorities was solved by bringing the lifecycle under one leadership.• How Italy VAT refunds moved from a six-year cycle to being fully up to date.• Why tax teams must speak in business metrics if they want budget and influence.—Where to find Nora Bafrouri: https://www.linkedin.com/in/norabafrouri/Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx__In this episode, we cover:[00:00] Introduction – Who is Nora Bafrouri?Global VAT and Tax Technology Lead at Trane Technologies. Big 4 background. Belgium-based.[16:20] From VAT Compliance to Tax Technology LeadershipSpotting misalignment between indirect tax and technology. Taking ownership of the full lifecycle.[19:00] Scaling Across 44 JurisdictionsBuilding a highly automated VAT model with a small tax tech team.[27:40] Tax Authorities Shift to Data-Driven AuditsFrom legal debates to data mismatches. Real-time reporting changes the game.[31:20] From Cost Centre to Value DriverUsing technology to improve productivity, working capital and reputation.[32:12] Italy VAT Case StudyRefund cycle reduced from 6 years to fully up to date, including 2024 approval.[34:00] Measuring Value With a DashboardTracking risk mitigated, cash flow optimisation and productivity gains.[40:50] The Future of AI in TaxTraditional AI vs generative AI. Why tax teams must stay alert.[44:00] Final AdviceBe engaged. Bring stakeholders into your journey. Build for the organisation, not just tax.
November 3, 202535 min
Inside M&A: Insights for in-house tax | Sandra Esteves from Qlik
Sandra Esteves, Head of Tax at Qlik (previously HoT at Talend, which was acquired by Qlik in 2023), joins Tax Leaders Unplugged to unpack what it takes for an in-house tax team to get through due diligence and integration without losing control or credibility. We cover the realities of PE-backed deals, running Talend and Qlik as standalone groups until late 2023, and how to lead when sponsors and colleagues exit during the process. In this episode, she shares:• The dashboard she built within months of joining in 2021 to brief the CFO on eight core items: on-time compliance, risk positions, liabilities, controversy, cash taxes, cash opportunities, and attributes.• Why deep business knowledge accelerated structuring and integration decisions.• How to balance team morale and transparency when duplication forces tough calls.• Why compliance is strategic, not second-class, especially with Pillar Two and central oversight.—Where to find Sandra Esteves: https://www.linkedin.com/in/sandra-esteves-33788313/Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx__In this episode, we cover:[00:00:00] From Portugal to Amsterdam: Sandra’s Tax Journey[00:05:10] The Compass Quote: Staying Focused as a Leader[00:08:42] Talend’s Acquisition by Qlik[00:12:50] The 8-Line CFO Dashboard for M&A Readiness[00:15:12] Leading Through Integration and Sponsorship Loss[00:24:25] Compliance as a Strategic Advantage[00:27:30] TEI, IBFD, and Career Lessons for Tax Leaders
September 8, 202548 min
Building Tax Teams for Scale: Lessons from Zalando and Enpal with Mathias Hildebrandt
Mathias Hildebrandt, Head of Tax at Enpal (also Zalando, Bauer Media, ProSiebenSat.1, British American Tobacco), joins Tax Leaders Unplugged to discuss his dynamic career path and multiple side ventures in tax media. In this episode, he shares:• His journey through 5 in-house roles in 17 years, all secured through networking rather than recruiters• How he grew Zalando's tax team from 6 to 17 people and the communication challenges that came with scaling• Building a tax podcast that reached 4,000 listeners per episode when they expected only 200• Co-founding Germany's Tax Technology Journal to bridge the gap between tax law and digital transformation—Where to find Mathias Hildebrandt: https://www.linkedin.com/in/mathias-hildebrandt-01b06376/Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx__In this episode, we cover:[00:02:48] Building a Tax Podcast to 4,000 Listeners[00:08:26] Creating Germany's Tax Technology Journal[00:14:03] The Evolution of Tax Technology[00:22:49] 5 Companies in 17 Years[00:26:31] The Power of Networking[00:30:31] Growing Zalando's Tax Team[00:33:47] Communication at Scale[00:35:56] Career Advice: Trust Your Gut
August 22, 202548 min
Turning Tax Knowledge into Value and Trust | Mercedes-Benz Head of Tax and Customs
Dominik Wellmann, Global Head of Tax and Customs at Mercedes-Benz Group, joins Tax Leaders Unplugged to discuss marketing the tax function and building purpose-driven teams. In this episode, he shares:• Why he persisted after being rejected twice by Mercedes-Benz and how starting at tax authorities shaped his leadership approach• His philosophy of "do good things and tell about it" to elevate tax's visibility in the organization• How Mercedes-Benz's tax team defined their purpose: "Turn knowledge into value and trust"• The story behind co-founding Tax Mates, a trusted circle for German tax leaders to discuss leadership challenges—Where to find Dominik Wellmann: https://www.linkedin.com/in/dominik-wellmann-%E5%8D%AB%E6%B0%91-94804777/Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx__In this episode, we cover:[00:01:32] Rejected Twice by Mercedes[00:03:49] Tax Authority Foundation[00:14:29] Marketing the Tax Function[00:19:49] Why Tax People Stay Humble[00:25:25] Being Included from Day One[00:29:14] Measuring Tax Value Creation[00:33:32] Defining Your Tax Purpose[00:39:43] The Tax Mates Story[00:47:21] Career Advice: Do What You Love
August 7, 202554 min
The Journey from Tax to Finance Leader | SVP Finance DraftKings
Bill Nolde, SVP Head of Finance at DraftKings, joins Tax Leaders Unplugged to discuss his remarkable transition from tax professional to finance executive. In this episode, he shares:• The "breadcrumb" communication strategy that keeps CFOs informed and prevents career-limiting surprises• How he successfully grew a global tax team from 5 to 50 people during his 15 years at Avnet• His strategic approach to transitioning from tax leadership to overseeing multiple CFO office functions• Why building a strong compliance foundation is essential before pursuing tax planning or finance leadership roles—Where to find Bill Nolde: https://www.linkedin.com/in/williammnolde/Where to find Stevi Frooninckx: https://www.linkedin.com/in/stevifrooninckx__In this episode, we cover:[00:01:41] Why Giving Back Matters[00:06:07] Bill's 10 Career Rules[00:09:58] "Work Yourself Out of a Job"[00:17:55] Tax to Finance Transition[00:22:56] Compliance Before Planning[00:27:58] Do Tax Leaders Make Better CFOs?[00:37:41] The "Breadcrumb Strategy"[00:40:18] Building Elite Tax Teams[00:47:03] Outsource vs Insource[00:51:04] "Love the Process"
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