XIAOSHAN (SHAN) SUN

• Tax technology consulting for tax and finance teams: the Tax Technology Assessment and Roadmap (30 days), the Tailored AI for the Tax Function Briefing, fractional tax technology lead retainers, and AI workflows built and assured.
• No software resale and no vendor commissions. Technical tax advice stays with the client's existing advisers.

Owned the tax technology roadmap and end-to-end technical delivery across EU, UK, and Middle East markets within Financial Systems. Identified tax department needs, triaged and prioritised projects above and below the line to secure funding and engineering resources across digital compliance, regulatory reporting, e-invoicing, and tax automation.

Technology Strategy & Architecture

• Developed the tax technology roadmap for the Global Tax function, covering direct tax, indirect tax, transfer pricing, and tax accounting compliance and reporting. Assessed departmental needs, defined project scope, and built the business case to secure budget and resources.
• Designed the master e-invoicing infrastructure and workflow for Belgium, France, Italy, Poland (KSeF) and the UAE: ran the full vendor RFP, evaluated and selected the provider, and designed the centralised orchestrator architecture integrating NetSuite, Coupa, and Peppol networks.
• Conducted Tax Engine Market Analysis, a landscape review of tax determination engines and digital reporting vendors to inform the multi-year technology strategy.
• Authored Requirements Traceability Matrices (RTMs) per country, RAID logs, and penalty exposure models to drive prioritisation and investment decisions.

Data Pipelines, Integration & Automation

• Defined canonical data definitions for invoice and statement fields, and designed data pipelines joining NetSuite and Snowflake sources with de-duplication and reconciliation logic.
• Managed complex tax and finance technology projects, overseeing data sourcing, ingestion, and integration with existing financial systems (NetSuite, Snowflake).
• Drove automation initiatives: treasury payment data extraction, journal posting automation, and a NetSuite expense deductibility matrix, reducing manual effort and improving reporting accuracy.
• Built AI-powered menu item VAT classification prototype for automated tax categorisation at item level.

Tax Regulatory Reporting & Compliance Systems

• Owned end-to-end design and delivery of tax regulatory reporting projects including DAC7 platform reporting (three annual filing cycles), rider annual tax returns, and partner earnings reports, covering data collection, validation rules, filing orchestration, and report generation across multiple jurisdictions. Authored go-live memos, exception monitoring frameworks, and optimisation strategies.
• Owned the partner-facing tax invoicing product: ran client workshops on invoice pain points, prioritised the feature backlog, and shipped improvements to tax invoices and payment statements.
• Built internal Tax Self-Service tooling to enable operations teams to resolve tax reporting lookups and invoice queries without engineering support.

Cross-Functional Technical Leadership

• Managed senior stakeholders across Legal, Finance, Commercial, Rider Services, and Engineering, coordinating 15+ cross-functional workstreams to deliver regulatory programmes on deadline.
• Authored PRDs and reviewed technical design documents across direct tax, indirect tax, and international tax requirements, with staged workflows and shared measurement plans for engineering hand-off.

Led global tax planning and compliance technology solutions across indirect tax, corporate tax, and customs, coordinating teams across multiple time zones.

• Led a £2m+ global indirect tax transformation project leveraging data from four SAP ECC instances (FI, MM, SD) across multiple regions to ensure compliance and optimise tax processes.
• Provided subject matter expertise on tax processes and systems, effectively communicating complex tax concepts to non-tax professionals and driving strategic transformation initiatives.
• Designed and implemented process improvements and control measures to strengthen compliance and reduce operational risk.
• Designed the global tax operating model and control framework across tax disciplines, reducing financial risk and audit exposure.

• Directed global transfer pricing operations to comply with OECD guidelines and US treasury regulations, improving efficiency of tax reporting processes.
• Implemented process improvements and control measures to mitigate transfer pricing risk across jurisdictions.
• Managed the tax risk portfolio and concluded long-running audits with Germany and Japan.

• Managed global and local transfer pricing documentation, including business supply chain analyses and tax risk management strategies.
• Led tax planning and compliance projects in response to BEPS and US tax reform.
• Developed technical systems and workflows to streamline tax processes and enhance compliance.

• Conducted daily P&L data reconciliation for commodity trading products, and implemented automated solutions for month-end financial reporting.

• Managed corporate tax returns and transfer pricing documentation. Graduate rotation across indirect tax, personal tax, and audit.

MSc in Economics (with merit) | Ph.D. Candidate (with grant)

BSc in Economics