Why Attend
AI agents are rapidly moving from experimentation to practical application, yet many tax professionals still struggle to distinguish genuine agentic AI from traditional automation or chat-based tools. As compliance requirements continue to expand through e-invoicing, real-time reporting, and Pillar Two, tax teams are expected to manage increasing complexity with limited resources.
This session cuts through the hype by providing a practical understanding of AI agents and their role within the tax function. Rather than focusing on theory, it offers a structured framework for evaluating where AI agents create value, how they can be implemented responsibly, and when simpler automation or human expertise remains the better choice.
Attending this session will help participants understand:
Defining AI agents:
What distinguishes a true AI agent from conventional automation and chat assistants, enabling participants to assess vendor claims with confidence.
Identifying the Right Use of Cases:
How to evaluate tax processes and determine whether they are best suited for AI agents, traditional automation, or continued human involvement.
Building AI Agents in Practice:
A practical six-step methodology for designing, testing, deploying, and governing AI agents within a tax environment.
Making Strategic Technology Decisions:
How to evaluate build-versus-buy options, establish governance, and measure the return on investment of AI agents across the tax function.
Topics Covered
The webinar provides a structured introduction to AI agents and their practical application within modern tax departments. Key topics include:
What defines an AI Agent?:
The characteristics that distinguish agentic AI from automation and conversational AI, and how to evaluate emerging technologies.
The AI Agent Landscape for Tax:
An overview of AI agents currently available across indirect tax, direct tax, VAT, customs, transfer pricing, and other tax domains.
Choosing the Right Solution:
A framework for assessing whether a business process requires an AI agent, simpler automation, or human expertise.
The Six Steps to Building an AI Agent:
From defining the business problem and designing workflows to governance, human-machine collaboration, deployment, and operationalisation.
Build or Buy?:
A structured approach to deciding whether to develop an AI agent internally or adopt an existing market solution.
Measuring Business Value:
Practical approaches for evaluating the return on investment (ROI) and long-term impact of AI agents within the tax function.
Who Is This For
This webinar is designed for professionals responsible for tax operations, technology, and digital transformation within multinational organisations:
Heads of Tax and Tax Directors:
Seeking to understand how AI agents can improve efficiency, strengthen governance, and support strategic decision-making.
Tax Technology Leaders:
Evaluating emerging AI capabilities and determining where agentic AI fits within their technology roadmap.
Indirect Tax, Direct Tax, VAT, Customs, and Transfer Pricing Specialists:
Interested in understanding the AI solutions currently available for their specific tax domains.
Tax and Finance Professionals:
Assessing whether to build AI capabilities internally or adopt vendor solutions while understanding the associated governance and ROI.
Digital Transformation and Innovation Leaders:
Supporting the implementation of AI across finance and tax functions while balancing automation, human oversight, and business value.