The future of tax automation

How to elevate your firm’s recruiting and retention strategies

2023 year end tax strategy plan


Greg Pope

Director, Marketing at Thomson Reuters (Moderator)

Dea Jones

VP of Client Success, Thomson Reuters

Jaime Hanson

Vice President HRBP, Tax Professionals, Thomson Reuters

Join us as we explore the future of tax automation and gain valuable insight into staying ahead of the curve in recruiting and retention

Finding, developing, and retaining quality talent remains challenging for many tax firms. In this on-demand webcast, discover how automation and technology are transforming the industry and creating new possibilities for firms to elevate their recruitment and retention strategies. 

We will discuss:

  • The challenges of finding and keeping quality talent.
  • How a commitment to automation and technology can help address staffing issues, bridge skill gaps, increase employee satisfaction, and provide personal and professional development opportunities.
  • How to help make your firm a more attractive workplace by elevating your standard of work-life balance.
  • Greg Pope
    Director, Marketing at Thomson Reuters (Moderator)

    Greg Pope is the Director of Marketing for SurePrep, a part of Thomson Reuters. He directs the planning, design, and implementation of all SurePrep-related customer-facing marketing programs and assets. Greg champions the SurePrep brand to ensure sales, marketing, and communications reflect the company’s message, positioning, and visual identity. Before joining SurePrep in March of 2008, Greg spent eight years at Wolters Kluwer Tax and Accounting. Greg has over 25 years of sales and marketing experience in the tax and accounting industry.

  • Dea Jones
    VP of Client Success, Thomson Reuters

    Dea Jones is the Vice President of Client Success with SurePrep, a part of Thomson Reuters. Dea is devoted to helping clients achieve value from SurePrep’s products and services, promoting partnerships and long-term client relationships. She has spent over a decade championing clients’ needs, being a client advocate in shaping product roadmap, and ensuring client satisfaction. Prior to joining SurePrep, she worked in the tax software industry as the director of 1041 software development with Thomson Reuters for GoSystem Tax RS. Dea also has several years of tax accounting experience with the accounting firm Ernst & Young. 

  • Jaime Hanson
    Vice President HRBP, Tax Professionals, Thomson Reuters 

    Jaime has been with Thomson Reuters for over four years. She is the HR Vice President for Marketing, Commercial Excellence, and the Tax and Accounting Professionals (TAP) segment. In her role, Jaime partners closely with the leadership teams around change management, organization design and effectiveness, talent management, and other HR business strategy activities. Before Thomson Reuters, she worked for 16 years at Honeywell International, working in many industries, including government, manufacturing, aerospace, consumer products, and building and home automation. Jaime holds a bachelor’s degree in business administration in human resources management from the University of Minnesota – Duluth and a Master of Arts degree in human resources and industrial relations (HRIR) from the University of Minnesota, Carlson School of Management.

Better tax software with UltraTax CS

Optimize workflow and increase profitability with professional tax software for tax preparers and accountants