Michael Schaeffer

Michael Schaeffer

Strategic Technology Partner | Transforming Chaos into Clarity

Operating at the intersection of tax, technology, and business to solve complex problems

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Expertise & Journey

A blend of deep technical skills and real-world leadership experience—here's how I help organizations transform and thrive.

AI & Machine Learning

3+ years

Leverage my expertise in advanced Agentic AI, ML, & practical GenAI to drive growth. Email to transform your business and process with AI.

Data Workflow Automation

5+ years

Automate your data workflows: Streamline operations, cut manual tasks, and unlock hidden data value through expertly designed pipelines.

Client Communication

Skilled at translating complex technical concepts into clear, jargon-free narratives that resonate with diverse client stakeholders at all technical levels.

Tax Technology

Specialized expertise in developing technology solutions for tax functions, enabling organizations to navigate complex regulatory environments while improving compliance, efficiency, and strategic tax planning.

Int'l Tax Provider

12+ years

Leverage my 12 years of diverse international tax experience to simplify complexity, optimize your tax position, and ensure global compliance for individuals, partnerships, and corporations.

Technology

5+ years

Specialized in delivering robust technology solutions including data visualization, workflow automation, and AI integration.

Leader

Transformational leader dedicated to client success, leading high-performing teams to implement sophisticated solutions while identifying and addressing core client needs.

About Me

With over 12 years of experience in professional services, I specialize in helping organizations navigate complex challenges through the strategic application of technology. For the past 5 years, my focus has been specifically on bringing robust technology solutions directly to clients and client-serving teams, working across the globe to understand their unique problems and deliver impactful results. My passion lies in translating intricate technical landscapes into clear, actionable strategies that drive real value.

My journey has primarily unfolded within the professional services industry split between regional firms and Big4, where I've operated as an intrapreneurial force dedicated to client success. In this capacity, I've gained extensive experience designing and leading teams to implement sophisticated Data Visualizations, enabling organizations to deeply understand their international footprints and related tax implications. This client-facing work has been instrumental in shaping my approach, demanding expertise in areas like systems architecture, intuitive UI/UX design, and, most importantly, developing a keen ability to identify and address core client needs and pain points, always with the end user firmly in mind.

I thrive on tackling complex technical obstacles head-on. A key part of my professional services work has involved finding innovative solutions under real-world constraints. For example, I addressed the critical client need for high system performance without incurring prohibitively expensive licensing upgrades. Another example has been to employ Generative AI to act as a force multiplier, coach, and research asssistant to continually proactively serve my clients timely. This experience underscores my commitment to delivering efficient, cost-effective, and powerful technology solutions.

A hallmark of my approach in professional services is making complex technical concepts accessible to diverse client stakeholders. I operate with the philosophy of communicating clearly and directly, consciously avoiding jargon and acronyms. I focus on crafting understandable narratives that convey the core insights and value, while always being prepared to provide deeper technical detail based on the client's specific needs and engagement level.

I am driven by a desire to partner with the organizations I work with and achieve goals greater than what they may have been able to achieve alone. I believe in leveraging technology to help level the playing field and am always exploring opportunities to apply my skills and insights to challenging problems that contribute to my clients' success and growth.