What management expects: evaluation of the tax department and its executives

Tax Executive, The, Jan-Feb, 1996 by Raymond F. Douglas, Patrick J. Ellingsworth, James P. McAndrews, III

(1) E. Lawler & J. Galbraith, New Roles for the Staff Function: Strategic Support and Services, in Organizing for the Future pp. 65-82 (1993). (2) See, e.g., T. Moore, Good-bye, Corporate Staff, Fortune p. 65 (Dec. 21, 1987). (3) J. Fitz-enz, Benchmarking Staff Performance: How Staff Departments can Enhance Their Value to the Customer Pp. 4-23 (1993). (4) E. Lawler & J. Galbraith, supra note 1, at pp. 77-78. (5) J. Fitz-enz, supra note 3, at p. 22. (6) This article identifies the central trends and measurements, but a summary of the detail responses is available to TEI members upon written request. (7) A report of the October 1, 1995, program of the Minnesota Chapter appeared in the November-December 1995 issue of In addition, the Kansas City Chapter sponsored a program in January 1996. (8) Barry Eigen, How to Think Like a Boss and Get Ahead at Work p. 10 (1990).

RAYMOND F. DOUGLAS is Senior Vice President and director of Taxes for Dean Witter, Discover & Co. He is currently Chair of Tax Executives Institute's Corporate Tax Management Committee and has previously served as Region IX Vice President and on the Institute Board of Directors. He is a past president of TEI's San Francisco Chapter and currently serves as a member of that chapter's Board of Directors. Mr. Douglas received a Bachelor's of Science degree from Northwestern University, a MBA (Taxation) degree from Golden Gate University. He is a certified public accountant in the State of California.

PATRICK J. ELLINGSWORTH is Chief Tax Attorney & Associate General Tax Officer for Atlantic Richfield Company. He is currently a Vice Chair of Tax Executives Institute's Corporate Tax Management Committee and is a member of the Board of Directors of the Los Angeles Chapter. Mr. Ellingsworth received a B.A. degree from St. John's University (Minnesota), a M.A. degree from the University of Minnesota, and a J.D. from the University of Chicago Law School.

JAMES P. McAndrews III is Vice President-Corporate Tax and Tax Counsel for Freddie Mac. He is a member of Tax Executives Institute's Corporate Tax Management Committee and the committee's ad hoc task force which compiled the responses to the survey referred to in this article. He is a member of TEI's Baltimore-Washington Chapter and is a certified public accountant licensed in the District of Columbia and Virginia and a lawyer admitted to the bar in Washington, D.C., Pennsylvania, and Virginia. He received a B.S./B.A. degree from Georgetown University and a law degree and a Masters of Law in Taxation degree from the Georgetown University Law Center.