Exactera Names Robert Schulte as CEO to Lead SaaS Tax Innovations

Exactera Names Robert Schulte as CEO to Lead SaaS Tax Innovations

Exactera Appoints Robert Schulte as CEO to Drive AI-Driven Tax Solutions

TARRYTOWN, N.Y., Nov. 12, 2025 /PRNewswire-PRWeb/ — Exactera has officially named Robert Schulte as its Chief Executive Officer, a strategic move aimed at positioning the company as a leading provider of AI-enhanced tax solutions. Schulte, who assumed the role on October 15, 2025, is set to spearhead the company’s vision for innovative technology in financial services.

With an extensive background in software as a service (SaaS) tax technology, Schulte has previously founded and led companies such as Taxcient, which merged with Avalara, and LumaTax, which merged with Taxually. His experience as a California auditor gives him a unique perspective on finance challenges, enabling him to develop data-driven approaches for tax compliance and transfer pricing.

“Robert’s proven ability to scale innovative tax technology initiatives makes him the perfect fit for driving Exactera’s transformation,” stated Henry Frankievich, Managing Director at Insight Partners. Schulte believes that the integration of advanced technology with financial expertise is crucial for success. “Our goal is to create an AI-first data platform that delivers rapid, accurate, and insightful outcomes across the entire finance sector.”

Under Schulte’s direction, Exactera will evolve from its traditional foundations in Transfer Pricing and R&D Credits to address complex finance challenges through customer-centric innovations. By focusing on a data-driven approach, the company aims to unlock efficiencies and insights unattainable in conventional service models.

Industry leaders are optimistic about Schulte’s vision. Javier Rojas, Managing Partner at Savant Growth, emphasized the importance of transforming Exactera into a data-driven organization. “This shift will enable us to leverage a unified data infrastructure to enhance service delivery and competitiveness in the marketplace.”

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Schulte’s appointment underscores Exactera’s commitment to redefining financial decision-making and compliance using artificial intelligence and automation, empowering finance professionals to navigate an increasingly intricate global landscape.

About Exactera

Exactera is a prominent provider of corporate tax compliance solutions, specializing in AI-enhanced tools for transfer pricing, tax provision, and research and development (R&D) tax credits. By harnessing advanced machine learning algorithms and proprietary data, Exactera enables organizations to optimize efficiency, mitigate risks, and streamline compliance processes. Based in the United States, Exactera serves numerous clients globally, including many of the world’s leading brands. For more information, visit www.exactera.com.

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