United Kingdom · Finance · Director/VP (16-20 years)

Director, Tax Technology & Transformation

Here is the whole job, in plain words. What it is, what you decide, how you're judged, how people get here and where they go next. Then the part no course gives you: twelve AI tutors who learn your work.

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Experience bandDirector/VP (16-20 years)
Reports toVP, Global Tax or CFO
UK framework levelUsually a director, accountable for a division and its numbers

Also advertised as VP of Tax Systems · Head of Tax Automation · Global Tax Tech Lead

Built on 43,079 real UK job descriptions we analysed · grounded in qualifications employers recognise

Two short quizzes about you

1From this job to a course

The qualifications matched to this job

No confident skill match yet for Director, Tax Technology & Transformation. The closest we hold is below.

ATHE Level 7 Extended Diploma in Accounting and Finance ATHE Ltd · Level 7 · covers 1 of 1 standard

Matched from the standards this job is measured against: a suggestion, not an official ruling.

The units you would start with

Taxation for Business and Individuals ATHE Level 7 Extended Diploma in Accounting and Finance

Personal taxation CII Level 4 Certificate in Securities Advice and Dealing

The future skills this job leans on

AI Fluency working with AI as a thinking partner

Data Fluency turning numbers into a decision

AI Governance Fluency using AI responsibly

Change Fluency taking people through change

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Your Plan Illustration

Built for Director, Tax Technology & Transformation

2 units that map to this job, from the qualifications that cover it.

Taxation for Business and Individuals ATHE Ltd · covers 1 of 1 standards Level 7
Personal taxation Chartered Insurance Institute · covers 1 of 1 standards Level 4

These are the real units behind this job, in the order they rank for it. Nothing here is marked done, because this plan has not been started by anyone yet. Yours would fill in as you go.

2AI and this work

Will AI change your work as a Director, Tax Technology & Transformation?

Nobody can say exactly how. Here is what this job is being asked for next, and where to start.

The new skills this role is being asked for

AI Governance & Ethical Deployment
Change Leadership for AI Adoption

Why each one is rising

The future skills this job leans on

AI Fluencyworking with AI as a thinking partner
Data Fluencyturning numbers into a decision
AI Governance Fluencyusing AI responsibly
Change Fluencytaking people through change

We'll only ever tell you what we can actually back up. No hype, no scare tactics.

What happens when you start

Next, a free account. We build your Director, Tax Technology & Transformation plan as you set up, starting with a Future Fluency module on using AI in your job. No card.

Your first Future Fluency module is free. After that, your AI tutor is £70 a month.

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3What this role really is

Directs the tax technology strategy for an organisation, running multi-year transformation programmes rather than one-off fixes.

4What you'd actually use

The tools this job runs on, and how well you'd need to know each one.

Tax Engines & Compliance Software (e.g., Thomson Reuters ONESOURCE, Corptax, Vertex, Avalara) Strategic

Leading platform selection (RFP process), designing enterprise-wide architecture for tax engines, and managing strategic vendor relationships. You'll own the global integration strategy with ERPs.

ERP Systems (e.g., SAP S/4HANA (FI/CO), Oracle NetSuite, MS Dynamics 365 Finance) Architect

Designing the tax data model within the ERP, approving major configuration changes that impact tax, and acting as the key tax stakeholder in any enterprise-wide ERP upgrade or implementation programme.

Data Transformation / ETL (e.g., Alteryx, SQL, Python (pandas)) Strategic

Setting the strategy for the global tax data pipeline. Deciding which tool (Alteryx vs. SQL vs. Python) is appropriate for which enterprise-level task and governing data quality standards for all tax data across the organisation.

Data Visualization & BI (e.g., Power BI, Tableau) Strategic

Defining the BI strategy for the entire tax function. Promoting data literacy and self-service analytics across the global tax team. Presenting high-level dashboards to the CFO/Head of Tax to drive critical financial decisions.

Advanced Excel (Power Query, Power Pivot, VBA) Strategic

Establishing best practices and governance for spreadsheet usage across the global tax team, actively pushing for automation and the elimination of high-risk, manual Excel processes in favour of robust system solutions.

5What you get to decide, and how that grows

Power in a job isn't your title. It's what you're allowed to decide. Here's how it grows as you move up.

The choice	Coming in	Where you are now	The step above
Global Tax Technology Strategy & Roadmap	No involvement; executes tasks defined by strategy.	Contributes data and insights to strategic discussions.	Defines and owns the multi-year global tax technology strategy, with ultimate approval from the CFO/VP Global Tax.
Budget Allocation & Investment (Tax Tech)	No budget authority.	May propose small project budgets (up to £10K) for review.	Manages and allocates a departmental budget of £2M-£10M+, including major capital expenditure decisions, with board-level oversight.
Vendor Selection & Negotiation	No involvement.	Evaluates technical aspects of vendor solutions.	Leads the RFP process, selection, and negotiation for all major tax technology vendors, approving contracts.
Team Hiring & Organisational Design	No involvement.	Participates in interviews for junior roles.	Defines the organisational structure of the global tax technology department, makes all hiring decisions for managers and specialists, and approves promotions.
Major System Implementations/Upgrades	Executes specific tasks within the project plan.	Manages a specific workstream or module implementation.	Sponsors and is accountable for the successful delivery of all major global tax system implementations and upgrades, defining scope, budget, and timeline.

6How you'll be judged

The scoreboard, and what is not on it. The hard targets, how often each is actually looked at, and the quiet signals that never reach a dashboard.

Tax Technology ROI

Return on investment for major tax technology programmes and investments, including cost savings from automation and penalty avoidance.

Target · Achieve a 3-year ROI of 4x on new tax technology investments.

Successfully implemented a new indirect tax engine, reducing manual effort by 5 FTEs (£500K annual saving) and avoiding £1M in potential penalties over three years, against a project cost of £1.5M.

Global Effective Tax Rate (ETR) Variance Reduction

Improvement in the predictability and accuracy of our global ETR by enhancing data quality and system logic for tax provision.

Target · Reduce the global ETR variance by 10 basis points (0.1%) over a 2-year period.

Through enhanced data modelling and system configuration, the actual ETR for Q3 2024 was 23.5%, against a forecast of 23.6%, demonstrating a 0.1% variance, down from 0.5% in previous years.

Tax Function Digital Maturity Rating

Progress in the overall digital sophistication and automation levels of the global tax department, often measured against an industry benchmark or internal framework.

Target · Improve the tax function's digital maturity rating from 2 to 4 (on a 5-point scale) over a 2-year period.

After 18 months, our internal assessment showed significant advancements in automated data pipelines, AI adoption for risk analysis, and self-service reporting, moving us from 'Reactive' to 'Proactive' in our digital maturity model.

Audit Defence Efficiency

Reduction in the time and resources required to respond to tax audits, driven by improved data accessibility and automated documentation.

Target · Decrease the average time spent on audit data retrieval and preparation by 30%.

For the recent EMEA income tax audit, the team spent 150 hours on data gathering, down from 250 hours on a comparable audit last year, thanks to the new tax data mart.

Strategic Alignment & Influence

How well you align tax technology initiatives with broader business goals and influence senior leadership on the importance and direction of these programmes.

Regularly invited to C-suite strategic planning sessions
tax technology roadmap is clearly integrated into the overall finance transformation agenda
positive feedback from CFO and Head of Tax on strategic contributions
successful securing of significant funding for new initiatives.

Team Leadership & Development

Your ability to build, mentor, and retain a high-performing global tax technology team, fostering a culture of innovation and continuous improvement.

High employee engagement scores within your team
successful internal promotions and career growth for direct reports
positive feedback from team members on mentorship and support
your team is seen as a talent incubator for the wider finance function.

Vendor & Partner Relationship Management

Effectiveness in managing relationships with key tax technology vendors and external consultants, ensuring we get the best value and service.

Successful negotiation of favourable contracts
vendors are responsive and collaborative
positive feedback from IT and procurement on vendor management
you're seen as a trusted partner by key vendors, not just a client.

Risk Mitigation & Compliance Posture

How effectively your technology strategy reduces tax compliance risks and improves our overall defence posture against regulatory scrutiny.

No significant tax penalties or audit findings directly attributable to system errors
positive feedback from internal audit and external auditors on the robustness of tax controls
proactive identification and remediation of potential tax technology risks.

7Would you like it

Both sides. What people enjoy, and what grinds them down.

What people enjoy

Driving Enterprise-Wide Transformation

You'll spend your days strategising how to integrate new AI tools into our global tax engines, designing future-state data pipelines, and presenting multi-year roadmaps to senior leadership. It's about fundamentally changing how we operate, not just incremental improvements.

Leading the complete overhaul of our global tax provision system, moving from a fragmented manual process to a fully integrated, automated platform across 50+ entities.

Building and Empowering High-Performing Teams

A significant part of your role is recruiting, mentoring, and developing a world-class team of tax technology specialists. You'll empower your managers to lead their own initiatives, providing strategic guidance and removing roadblocks, rather than micromanaging.

Developing a talent pipeline that sees your senior managers progress to Lead roles and your Lead specialists take on management responsibilities within two to three years.

Influencing Strategic Business Decisions

You'll be a key voice in discussions about M&A activity, new market entries, and major system upgrades, advising on the tax technology implications and ensuring tax considerations are embedded from the start. Your insights will directly shape business strategy.

Advising the M&A team on the tax technology integration strategy for a £500M acquisition, identifying key risks and opportunities before the deal is finalised.

What frustrates people

Dealing with IT's 'security policy' or 'resource constraints' that delay critical tax technology projects, often feeling like you're fighting internal bureaucracy more than external challenges.
The constant battle against 'Excel is not a database' – trying to wean highly intelligent tax professionals off their deeply ingrained, macro-heavy spreadsheets that are a massive operational risk.
Last-minute, significant tax law changes (e.g., Pillar Two) that can derail months of strategic planning and system configuration, forcing a complete pivot.
The challenge of securing significant budget for tax technology, often seen as a cost centre rather than a value driver, requiring constant justification and ROI demonstration.
Managing a large, geographically dispersed team with varying skill sets and cultural nuances, ensuring consistent delivery and development across the globe.

What this role does not give you

A quiet, predictable environment where you can focus solely on technical coding or individual analysis.
Immediate, tangible results from every single initiative; many programmes are multi-year transformations.
Complete autonomy without the need for significant stakeholder management and consensus-building.
A role where you can avoid presenting to C-suite executives or engaging with external auditors and vendors.

8Who you work with

This role directly shapes the efficiency, accuracy, and risk profile of our entire global tax function. Your decisions will influence our P&L by £2M-£10M+ through reduced penalties, improved compliance, and strategic tax planning. You'll be instrumental in driving digital transformation across finance, impacting how we present to the board and our overall market position.

Inside the business

CFO and Finance Leadership Team
Global Head of Tax
IT Leadership (CIO, Head of Enterprise Architecture)
Legal and Compliance Teams
Business Unit Leaders (e.g., Sales, Operations)

Outside the business

External auditors (Big Four)
Tax technology vendors (e.g., Thomson Reuters, Vertex)
Industry bodies and peer groups
Tax authorities (indirectly, through robust compliance)

9What you need before you start

Not a wish list. The things you would be expected to already have.

At least 16 years of progressive experience in tax technology, with a significant portion in leadership roles (e.g., Lead Specialist, Manager).
Demonstrated success in leading large-scale, complex tax technology implementations or transformations across multiple jurisdictions.
Proven ability to manage significant budgets (£2M+) and large, diverse teams (25+ people).
Extensive experience presenting strategic technology roadmaps and business cases to C-suite executives and board members.
Deep expertise in at least two major tax technology platforms (e.g., ONESOURCE, Vertex, SAP Tax modules).
A strong understanding of global tax accounting principles and international tax regulations.

10What to practise next

Where the job is going, and what to do about it starting this week.

Advanced LLM Architectures & Integration

Beyond basic prompt engineering, you'll need to understand how large language models (LLMs) can be integrated into our enterprise systems for more sophisticated tax analysis, reporting, and compliance. This includes understanding RAG (Retrieval Augmented Generation) for proprietary data and custom model fine-tuning.

RAG (Retrieval Augmented Generation) · Fine-tuning vs. prompt engineering · Agentic AI workflows · Cost optimisation for LLM usage · Security implications of LLM integration

This quarter: Engage with your IT architecture team to understand their strategy for LLM integration.
Next 6 months: Review case studies of successful enterprise LLM deployments in finance/tax.
Next 12 months: Sponsor a proof-of-concept for a complex tax reporting task using RAG-based LLMs.
Ongoing: Stay informed on the latest advancements in LLM technology and enterprise applications.

Quick win: Challenge your team to identify one manual, text-heavy tax process (e.g., summarising tax notices) that could be significantly improved with an LLM, and then oversee a small-scale pilot.

Blockchain & Distributed Ledger Technology (DLT) for Tax

While still nascent, blockchain and DLT have the potential to revolutionise how transactions are recorded and verified, impacting areas like VAT/GST reporting, transfer pricing, and digital asset taxation. As Director, you'll need to understand its implications for future tax technology strategy.

Smart contracts for tax compliance · Immutable transaction records · Digital asset taxation · Real-time tax reporting · Interoperability with traditional systems

This quarter: Read introductory materials on blockchain and DLT applications in finance.
Next 6 months: Engage with industry experts or consultants on the potential impact of DLT on tax.
Next 12 months: Assess our current exposure to digital asset taxation and potential DLT opportunities.
Ongoing: Monitor regulatory developments around DLT and digital assets globally.

Quick win: Organise a brainstorming session with your team and IT to explore hypothetical DLT applications for our most complex tax processes.

11Staying current once you are in

What people here do to keep up

Regularly attending and speaking at industry conferences (e.g., Tax Technology Conference, Deloitte Tax Technology Summit) to stay abreast of trends and network.
Participating in executive leadership programmes focused on digital transformation or change management.
Engaging with peer groups and professional associations to share best practices and learn from others' experiences.
Continuous learning through online courses or certifications in emerging technologies like AI/ML, blockchain, or advanced data analytics.
Mentoring junior talent within the organisation and externally, demonstrating leadership and commitment to the profession.

12The rising capability

The rising capability

Zavmo analysis

What's rising in its place

This is where the work is heading, and the higher pay with it. Get fluent here and the shift stops being a threat and starts being your edge.

AI Governance & Ethical Deployment

AI is no longer a 'nice-to-have'; it's becoming integral to tax operations. As a leader, you'll need to establish frameworks for its responsible and ethical use, ensuring accuracy, fairness, and compliance with emerging AI regulations. Getting this wrong could lead to significant reputational and financial risks.

AI explainability (XAI)
Bias detection and mitigation
Data privacy in AI
Regulatory compliance for AI
Human-in-the-loop validation

Change Leadership for AI Adoption

Implementing AI isn't just a technical challenge; it's a massive change management exercise. Your team will need to shift from manual tasks to validating AI outputs, requiring new skills and mindsets. You'll need to lead this transition, addressing fears and building excitement.

Kotter's 8-Step Change Model
Psychology of resistance to change
Upskilling and reskilling strategies
Communication strategies for transformation
Building a culture of continuous learning

13What you’ll use

What you’ll use

Skills this role draws on

Technical

Enterprise Tax Data Management Strategy
Global Tax Process Automation (RPA/BPA) Leadership
Global Tax Provision (ASC 740) System Architecture
Indirect Tax Determination & Compliance Architecture
Large-Scale Systems Implementation Lifecycle Management
Enterprise Data Modeling for Tax

14The pathway

The pathway

How you actually get there, here

How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.

1
From Senior Manager, Tax Technology (Large Corporate)
3-5 years as a Senior Manager
Skills to master
- Developing a global strategic mindset, managing larger teams and budgets, influencing C-suite stakeholders, and leading multi-jurisdictional projects.
You're ready to move on when
- Successfully led at least two major tax technology implementations end-to-end.
- Managed a team of 10+ tax technology professionals.
- Presented strategic recommendations to VP-level leadership.
- Accountable for a significant portion of the tax technology budget.
2
From Director, Tax Technology Consulting (Big Four)
5-7 years in consulting, including 2-3 years at Director level
Skills to master
- Transitioning from client-facing advisory to direct ownership and operational accountability, building and nurturing an internal team, and navigating internal corporate politics.
You're ready to move on when
- Led multiple large-scale tax technology transformation projects for diverse clients.
- Managed project teams of 15+ consultants.
- Developed and sold significant tax technology advisory engagements.
- Demonstrated strong client relationship management at the executive level.
3
From Head of Finance Transformation (with Tax Specialism)
2-4 years in a broader finance transformation role
Skills to master
- Deepening specific tax technology expertise, understanding global tax regulatory nuances, and translating broader finance transformation into specific tax technology initiatives.
You're ready to move on when
- Successfully delivered enterprise-level finance system implementations (e.g., ERP).
- Managed cross-functional teams across finance and IT.
- Demonstrated strong programme management and change leadership skills.
- Had significant exposure to tax processes and technology within previous roles.

15Where this role leads

The long view: This role can lead to positions such as Chief Digital Officer or Chief Financial Officer, overseeing wider technology or financial strategy.

The ten Future Fluencies

Zavmo analysis

The credential is what you can do today. These are what keep you valuable.

A qualification proves you can do the job as it's defined today. These ten are what decide whether you're still the obvious person for it in five years. They're the capabilities employers are now writing into senior roles faster than people are learning them. Zavmo weaves them through whatever you study, so you come out with both: the credential and the fluency.

The highlighted ones are the Fluencies your role leans on hardest, from how Director, Tax Technology & Transformation is actually changing.

How you would learn this

One to one, on the work you already do

A tutor sets the task against your own job and marks the reasoning, at your pace. There is no cohort to fall behind.

A lesson from Taxation for Business and Individuals, worked against Director, Tax Technology & Transformation.

Taxation for Business and Individuals Level 7

Applied to your work in Director, Tax Technology & Transformation

The objective of this unit is to enable learners to understand advanced aspects of the taxation system, assess the impact of relevant taxes in various situations, apply taxation planning measures to minimise tax liabilities legally, and communicate taxation information effectively to stakeholders.

How the thinking builds

1 Remember
2 Understand
3 Apply
4 Analyse
5 Evaluate
6 Create

An illustration of a Zavmo lesson, built from this role’s own route. The unit, its objective and every criterion above are the awarding body’s own words, not an example.

It is £70 a month, billed monthly. Your free first module is Future Fluency, and you can cancel any time.

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See Your Progress Grow Illustration

Director, Tax Technology & Transformation

Enterprise Tax Data Management Strategy
Global Tax Process Automation (RPA/BPA) Leadership
Global Tax Provision (ASC 740) System Architecture
Indirect Tax Determination & Compliance Architecture
Large-Scale Systems Implementation Lifecycle Management
Enterprise Data Modeling for Tax

This is your Mind Palace on learn.zavmo.ai. Every skill above comes from this role's own record, not an example borrowed from another job. A node lights up when you evidence it, and what you build stays yours between jobs. That is the part a course cannot do.

16The detail, folded away

Everything else the record holds

The career branches in full, how AI is already showing up in the day-to-day, and the questions people ask about this job. Here when you want them, out of the way while you decide.

Where it leads next, rung by rung

Where it leads

The career path, and where it branches

Director, Tax Technology & Transformation is a start, not a ceiling. Each step below asks for new skills and hands back more autonomy.

VP, Global Tax Technology
3-5 years in this Director role

From Level 6 to Level 7
- Defining enterprise-wide tax data strategy and governance across all business units.
- Leading the adoption of emerging technologies (e.g., quantum computing, advanced AI) for tax at a foundational level.
- Shaping the company's overall digital strategy, not just within finance.
- Engaging with regulators and policymakers on future tax technology frameworks.
CFO or Head of Finance Transformation
5-8 years in this Director role, potentially with an interim step

From Level 6 to Level 7
- Leading all finance functions (accounting, treasury, FP&A, tax, procurement).
- Driving enterprise-wide digital transformation beyond finance.
- Shaping the overall corporate strategy and business model.
- Managing relationships with external financial stakeholders (banks, investors, analysts).

Working with AI on the job

Working with AI

Where AI is starting to help

Let's be real, leading global tax technology transformation is a massive undertaking. You're juggling strategy, team management, vendor relations, and complex regulatory changes. What if you could free up significant time for truly strategic work, while empowering your team to be more efficient and accurate? That's exactly what AI can do for you and your department.

We're not talking about replacing your team, but giving them (and you) superpowers. Our AI Productivity Hub shows you how to integrate cutting-edge AI tools into our existing tax technology stack, turning manual drudgery into automated insights. As a Director, you'll be governing and enabling these capabilities, not just using them, to drive unprecedented efficiency and risk mitigation across the entire global tax function.

Automated Transaction Classification (Strategic Oversight)

Imagine AI reviewing millions of AP/AR transactions, intelligently suggesting correct tax codes or product categories, and flagging only the truly ambiguous items for human review. As Director, you'll set the governance, oversee the AI's performance, and ensure its integration drastically reduces manual data cleansing, freeing up your team for higher-value work. This isn't just about saving time; it's about reducing audit risk at scale.

AI-Powered Risk & Opportunity Identification (Strategic Insights)

AI can analyse historical audit findings, vast transactional data, and external legal databases to proactively identify high-risk areas (like potential nexus creation or incorrect exemptions) and pinpoint significant opportunities (such as unclaimed tax credits or refund claims). Your role shifts to interpreting these AI-generated insights, validating them, and using them to inform strategic tax planning and risk mitigation efforts across the globe. It's like having an army of junior analysts working 24/7.

Intelligent Document Processing (IDP) for Audits (Efficiency at Scale)

Think about the sheer volume of documents involved in a global tax audit. IDP uses AI to extract and structure key information from unstructured documents—tax authority notices, invoices, legal contracts—automatically populating audit defence workpapers and flagging discrepancies. As Director, you'll champion the adoption of these tools to dramatically reduce the time and cost associated with audit responses, improving our overall defence posture and freeing your team from tedious data entry.

Natural Language Query for Tax Data (Empowering Self-Service)

Empower your entire tax team to ask plain-English questions like 'What was our total sales tax paid in Germany for Q2?' and get immediate, accurate answers from the tax data mart, without needing to know SQL or run complex reports. You'll define the data governance, oversee the LLM integration, and drive a culture of self-service analytics, making your team more agile and reducing their reliance on your specialists for routine data pulls.

Common questions

How do you become a Director, Tax Technology & Transformation?

Common routes in include From Senior Manager, Tax Technology (Large Corporate) (3-5 years as a Senior Manager), From Director, Tax Technology Consulting (Big Four) (5-7 years in consulting, including 2-3 years at Director level) and From Head of Finance Transformation (with Tax Specialism) (2-4 years in a broader finance transformation role). Times vary with prior experience.

Where can a Director, Tax Technology & Transformation progress to?

This role can lead on to VP, Global Tax Technology (3-5 years in this Director role) and CFO or Head of Finance Transformation (5-8 years in this Director role, potentially with an interim step), depending on the skills you build.

What new skills matter most for a Director, Tax Technology & Transformation?

Increasingly, AI Governance & Ethical Deployment and Change Leadership for AI Adoption. These are the skills our record of this role lists as growing.

You're not behind. You're right on time. The shift is only just beginning. Your role won't look the same in two years. Be the one who leads the change, not the one it happens to. Start my plan, free What happens next: a free account, then we build your plan as you set up. No card. Build your plan, see your roadmap and meet the twelve tutors matched to you. All free. When you're ready to start learning, it's £70 a month, billed monthly. Cancel any time and billing stops.

Director, Tax Technology & Transformation

Where should we send it?

Two short quizzes about you

Will AI change your work as a Director, Tax Technology & Transformation?

What's rising in its place

AI Governance & Ethical Deployment

Change Leadership for AI Adoption

Skills this role draws on

Technical

How you actually get there, here

From Senior Manager, Tax Technology (Large Corporate)

From Director, Tax Technology Consulting (Big Four)

From Head of Finance Transformation (with Tax Specialism)

The credential is what you can do today. These are what keep you valuable.

Roles this leads to

One to one, on the work you already do

Everything else the record holds

The career path, and where it branches

VP, Global Tax Technology

CFO or Head of Finance Transformation

Where AI is starting to help

Automated Transaction Classification (Strategic Oversight)

AI-Powered Risk & Opportunity Identification (Strategic Insights)

Intelligent Document Processing (IDP) for Audits (Efficiency at Scale)

Natural Language Query for Tax Data (Empowering Self-Service)

Common questions

Want a read on where you stand?