Simon Edwards

Background

About Simon Edwards

I am an international tax strategist with deep expertise in operational taxes, tax product design, and enterprise-wide tax transformation. Over two decades, I’ve helped global banks, fintechs, and investment firms turn regulatory complexity into competitive advantage—unlocking growth through smarter, technology-enabled tax strategy. My work bridges the gap between compliance, technology, and commercial goals, delivering results such as: • 12% ETR reduction through TP redesign and automation • £3.2M in tax savings via process modernisation • Cut onboarding to 48 hours by co-designing APIs with Engineering to automate FATCA/WHT • Led readiness for DAC7, Pillar 2, German WHT reform, and FASTER Core Focus Areas • Withholding Tax & QI Compliance – End-to-end strategy and global reporting • AEoI, FATCA & CRS Governance – Automation and risk-aligned frameworks • Tax Process Design – methods for enterprise transformation • Tax-Tech Integration – Embedding logic into payments/trading flows • Enterprise Tax Leadership – Aligning tax with scaling and expansion strategy I’ve built tax functions from scratch, led cross-border launches, and advised CEOs on the tax impact of market entries and product design. Let’s connect if you’re: → Scaling globally while mitigating tax risk → Transforming tax through automation → Designing products with compliance built in