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Do NOT use your Bloomberg Tax & Accounting platform login credentials. This is our webinar/LMS platform and requires new account creation.

How the Tax Department is Changing: Automating the Tax Workflow

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

Put simply, manipulating larger volumes of data translates to higher risks. Without the right tax-tools, tax professionals can find themselves at a disadvantage and with tight deadlines, this can create stress, risks of inaccuracy, or control failures. But with automation, these challenges can be mitigated. Corporate tax departments are realizing that smart automation solutions to handle complex, large-scale data is crucial. Leave painful manual processes behind and join Bloomberg Tax to learn how to incorporate automation into your tax workflow.

 

Learning Objectives:

  • Understand how to use automation to organize data, reconcile calculations, and roll forward worksheets
  • Gain insight into setting up integrations to streamline workflows and eliminate manual data entry
  • Learn from tax professionals at other companies on how they've used automation to navigate their challenges

Presenters

Ryan Sheehan
  • Senior Product Lead - Software
  • Bloomberg Tax

Ryan Sheehan is a Senior Product Lead for Bloomberg Tax. He is responsible for Bloomberg Tax's Fixed Assets corporate tax products. Prior to Bloomberg Tax, Ryan was a CPA at KPMG’s Washington D.C. Metro office in the Business Tax Services practice.

Chris Little
  • Product Lead
  • Bloomberg Tax

Chris Little is a Product Lead for the Bloomberg Tax Workpapers product—focused on automating data prep, strengthening controls, and streamlining calculations. Before joining Bloomberg Tax, Chris built a robust marketplace and B2B invoice payments solution at Nexus (now part of Bottomline Technologies) tailored to reducing manual work and gaining efficiencies of automation for accounting teams and their vendors. Chris is excited to continue streamlining processes and removing manual steps within the Tax Professional’s workflow.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Area of Study: Taxes
Level:
Any
Production Date:
05/14/2024