Modern tax practices.
Modern tax leaders.
Tax partners, directors, and senior managers leading tax practices — compliance, planning, and the increasingly important advisory layer on top.
- Capacity and tax-season scaling — domestic staffing, offshore models, and what actually works when volume spikes.
- Tax automation and AI — what's in production at peer firms, what's hype, and how the preparer role is evolving.
- Building a tax advisory practice on top of compliance — pricing, packaging, and having the conversations clients actually want.
- Specialty tax — R&D credits, SALT, international, cost seg, and other high-value niches.
- Realization, pricing, and per-return economics — where the margin is and where it's going.
- Talent — recruiting pipeline, retention, and the apprenticeship model in an AI-augmented environment.
Every Tax Council session includes a working block on AI and technology — what's real in AI-assisted preparation and review, which tools are in production at peer firms, how the preparer role is changing as automation absorbs transactional work, and where that automation creates advisory capacity. This is not future-state speculation; it's what firms are doing right now.
Two working sessions per year — focused, agenda-driven, peer-led — plus a dedicated Tax track at the annual Insight summit and async member discussions in between.
Tax partners, directors, and senior managers who lead the tax practice. If you're accountable for tax delivery, quality, capacity, or the growth of the tax service line, this is your Council.