Group Tax Department organization: Difference between revisions
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Created page with "== 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 expe..." |
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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.
* Define and implement Group tax strategy and guidelines on technical tax topics, ensuring entities' full compliance
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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
* Lend support for tax audits and litigations
* Partner on all M&A initiatives, cross-border
* Oversee tax reporting and forecasting, Deferred Tax Asset (DTA) protection and
*
* Enhance and simplify Group–entity communication and collaboration
* Contribute to the success of all M&A projects
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* Be a reliable, reactive and trustworthy business partner
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== 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
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* Monitor the tax impacts on the P&L of the Group
* IACF (Institute of Tax Advisors Lawyers)
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* European Roundtable of Heads of Tax of Insurance (led by PwC)
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== 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
* 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
* AEDAF (Spanish Tax Advisory Association – Working Group of big corporations)
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== 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
*
**
** 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
** Ensure IAS 12 full compliance and lobbying initiatives on tax accounting
**
* 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
* AXA representative in ACTEO (association for the participation of French companies in international accounting
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== 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
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* Manage the Coupa process for the team: issue purchase orders, communicate with providers, and ensure timely payment
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== 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:'''
* 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
* Representative of AXA in the Deloitte Transfer Pricing Working Group
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== 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:'''
* 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
* AXA representative to the Fiscal Committee of the Insurance Federation
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== 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:'''
* 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
* AXA representative to the Fiscal Committee of the Insurance Federation (FA)
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== 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:'''
* 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
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== 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:'''
* 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
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== 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:'''
* 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
* R&D tax credits
* Referent for any FATCA and CRS question, as well as tax research credits
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== 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.''
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== 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):'''
* Europe: AXA Switzerland, Germany, and Italy
* International: US, SEA, EME LATAM, and Japan
* Transversal: AXA SA and AXA Holdings, AXA GO
🔍 '''Technical matters:'''
*
* Contribute to the GTD teamwork on any tax accounting topics
* Manage the tax transparency of the Group
*
* 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
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== Glossary ==
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