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Collusion or supervision? Between auditor and audit firm – tax planning’s perspective

Wen-Jye Hung (Department of Financial Management, School of Economics and Management, Minjiang University, Fuzhou, China)
Pei-Gi Shu (Department of Business Administration, Fu Jen Catholic University, New Taipei City, Taiwan)
Yi-Yin Ruan (Key Laboratory of Brain-Machine Intelligence for Information Behavior (Ministry of Education and Shanghai), School of Business and Management, Shanghai International Studies University, Shanghai, China)
Yamin Wang (Department of Accounting, Bentley University, Waltham, Massachusetts, USA)

Pacific Accounting Review

ISSN: 0114-0582

Article publication date: 16 October 2024

Issue publication date: 19 November 2024

91

Abstract

Purpose

This study aims to investigate the impact of auditor industry specialization (AIS) on clients’ tax planning at the audit firm level and individual auditor level, respectively.

Design/methodology/approach

The study’s sample consists of 44,637 firm-year observations of Chinese firms listed on the Shenzhen and Shanghai Stock Exchanges during the period from 2002–2020. The data are collected from the Taiwan Economic Journal. Panel regression is used to test hypotheses. Additionally, a two-stage least squares model is used to address concerns about possible endogeneity.

Findings

The relationship between tax planning and AIS is significantly positive at the audit firm level, while it is significantly negative at the individual auditor level.

Originality/value

The authors use manually collected data to investigate the distinct impacts of two AIS metrics on tax planning: the number of clients and the scale of clients.

Keywords

Acknowledgements

The authors extend their sincere gratitude to the anonymous reviewers for the constructive feedback, which has enhanced the rigor of this article. Additionally, they acknowledge the financial support provided by the Natural Science Foundation of Fujian Province, China (No. 2022J011132). The authors would like to express their deepest appreciation to Patrick Hung, former President of KPMG (Taiwan), and Clark Chen, former President of Deloitte (Taiwan) for their invaluable professional guidance and insights, which have greatly contributed to the seamless integration of theoretical and practical aspects in this study.

Citation

Hung, W.-J., Shu, P.-G., Ruan, Y.-Y. and Wang, Y. (2024), "Collusion or supervision? Between auditor and audit firm – tax planning’s perspective", Pacific Accounting Review, Vol. 36 No. 5, pp. 509-526. https://doi.org/10.1108/PAR-12-2023-0180

Publisher

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Emerald Publishing Limited

Copyright © 2024, Emerald Publishing Limited

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