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The Future of Tax Automation: Evaluating Your Firm’s Recruiting and Retention

THE FUTURE OF TAX AUTOMATION: EVALUATING YOUR FIRM'S RECRUITING AND RETENTION

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 11, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

Finding, developing, and retaining quality talent remains challenging for many firms. In this webcast, discover how automation and technology are transforming the industry and creating new possibilities for firms to elevate their recruitment and retention strategies. Join us as we explore the future of tax automation and gain valuable insight into staying ahead of the curve in recruiting and retention.

Learning Objectives:


  • List the challenges of finding and keeping quality talent 

  • Determine how a commitment to automation and tax technology can help address staffing issues, bridge skill gaps, increase employee satisfaction, and provide personal and professional development opportunities 

  • Evaluate your standard of work-life balance to help make your firm a more attractive place to work 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dea Jones

Thomson Reuters
Vice President of Client Success

(800) 968-8900

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Dea Jones is the Vice President of Client Success with SurePrep, part of Thomson Reuters. Dea is devoted to helping clients achieve value from SurePrep's products and services, promoting partnerships and long-term client relationships. Dea has spent over a decade championing clients' needs, being a client advocate in shaping product roadmap, and ensuring client satisfaction. Prior to pining SurePrep. Dea worked in the tax software industry with Thomson Reuters for GoSystem Tax RS. Dea also has several years of tax accounting experience with the accounting firm Ernst & Young.

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Jamie Hanson

Thomson Reuters
Vice President HRBP

(800) 968-8900

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Jaime has been with Thomson Reuters for over four years. She is the HR Vice President for Marketing, Commercial Excellence and the Tax and Accounting Professionals (TAP) segment. In her role, she partners closely with the leadership teams around change management, organization design and effectiveness, talent management and other HR business strategy activities. Prior to Thomson Reuters, she worked for 16 years at Honeywell International working in many industries including Government, Manufacturing, Aerospace, Consumer Products and Building and Home Automation. Jaime holds a Bachelor's degree in Business Administration in Human Resources Management from the University of Minnesota - Duluth and a Masters of Arts degree in Human Resources and Industrial Relations (HRIR) from the University of Minnesota, Carlson School of Management.

About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.