What happens when a client tells their wealth advisor they got married, and the tax team only finds out after the return is filed?Naomi Owotumi is General Manager of Accounting at Jump, where she is building the accounting vertical inside a company that already dominates wealth management with more than 40,000 users across 14,000 firms.
What happens to a profession when the jobs where people actually learned it start to disappear?Kait Zech is a Partner at PKF O'Connor Davies and the incoming president of the New Jersey Society of CPAs.
What if the two years at a Big Four firm that everyone treats as mandatory are no longer worth what they used to be?Jerome Meyer is Vice President of Global Tax at AMD, where he leads a team of roughly 60 people covering every jurisdiction the company operates in.
What happens when you spend twenty years building a tax career in a country that did not have a corporate income tax?Humayun Naseer is VP of Tax at Gulf Islamic Investments in Dubai, a Shariah compliant alternative investment firm with more than $4.5 billion under management.
What happens to professional judgment when the machine gets good enough to exercise it?Adam sits down with Tomás González, a 35 year veteran of tax across Latin America.
What does it take to convince a public company CFO to rip out an ERP they have trusted for twenty years and replace it with something built four years ago?Stephen Hedlund is Head of Finance at Rillet, the AI native ERP that just closed a Series C led by ICONIQ at a 1 billion dollar valuation.
What happens when a chemical engineer ends up arguing tax law in front of judges, then spends a career deciding what KPMG's tax data should look like next?John Modzelewski is Chief Data Officer, Tax at KPMG, where he leads the firm's Ignition practice.