RPA for Tax | Webcast | CGMA Store
RPA for Tax

Online Event

04 September, 2019

8:00 am - 12:00 pm UTC

8:00 am - 12:00 pm UTC

RPA for Tax

Speaker: Steve Palomino, CPA, CITP, CGMA

  • Format


  • Level


  • Duration


Attend this webcast to learn how accounting and finance professionals worldwide can use robotic process automation (RPA) to decrease errors and increase productivity within the tax function.

Learning outcomes

  • Recognise data elements required to support the tax reporting process/business cases where RPA is applicable, including potential benefits and pitfalls
  • Identify current data process flows required to support tax reporting needs
  • Distinguish human vs. digital roles
  • Identify tax preparation processes that lend themselves to automation
  • Recall how to automate individual steps or tasks in the collection and transformation of data
  • Recognise how to confirm and validate that automation outputs meet functional requirement expectations (i.e. that it works!)
Full description

£159.00 (CIMA members only)


VAT calculated on checkout

Product information


Revolutionise business processes in Tax

This webcast will give accounting, finance and tax professionals a practical literacy on robotic process automation (RPA) and how to solve data collection, task-centered problems.

This course will help you identify potential uses for robotic process automation within the tax function, the benefits, considerations, and the decision criteria involved in using RPA.

Key Topics:

• Overview of the basic concepts behind robotic process automation
• Understand how RPA technology will affect tax practices
• Digital vs human roles
• Identify data elements and process flows required to support the tax reporting process
• Use cases that show how RPA can be applied within the tax function

Who should take this course?

  • Accounting, finance professionals looking for more information on how robotic process automation will impact tax processes
  • Tax practitioners in small to medium-size firms that serve or advise clients and would like to understand the impact of robotic process automation on the tax function
  • Managers/decision makers looking to utilise robotic process automation for tax
  • Tax auditors that are interested in how robotic process automation will impact the audit process

Professional development

This Webcast offers 4 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:Basic understanding of digital processes and tax services
Programme level:Intermediate
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£159.00 (CIMA members only)


VAT calculated on checkout


  • Steve Palomino, CPA, CITP, CGMA

    Steve Palomino, CPA.CITP, CGMA, CIA, is the technical lead of the Consulting Services practice at IntrapriseTechKnowlogies LLC. Steve also leads the Dallas, TX office for the firm. Prior to working with IntrapriseTechKnowlogies, Steve was an Advisory Services Manager for Ernest & Young as well as PwC.

    Steven’s primary focus is on project scoping, system assessments, data system integration into ERPs, reporting and automation, and business development. Steve has spent the last two years working with a software robotics (AI) company where he led discussions with clients around how to best leverage AI, where to start and how to address reporting and control risks. Steve conducted numerous interviews and observations around processes and controls, built business cases and worked as a robotics advisor to the C-suite.