This webinar will delve into what a Tax Technologist role looks like today, the key skills and knowledge they need to possess and the best pathway into a career within tax technology.

What to expect

The Tax Technologist Role & Industry Transformation
Overview of the Tax Technologist profession, how it differs from traditional tax careers, and the impact of digitalisation, automation, AI, and regulatory changes such as Making Tax Digital.

Technology, Data & Practical Applications in Tax
Introduction to key tax technologies including cloud accounting software, data analytics and visualisation tools, workflow automation platforms, and the fundamentals of data handling and analysis, supported by real-world case studies.

Skills, Career Development & Future Opportunities
Essential technical and professional skills for success, career pathways into tax technology from tax, accounting, or technology backgrounds, and emerging trends shaping the future of the profession.

Who would benefit from attending
This webinar will benefit a wide audience, including tax and accounting professionals looking to understand how tax technology is shaping careers within tax, early-career individuals exploring tax technology as a specialism, and technology or data professionals interested in applying their skills within a tax environment. It would also be valuable for firm leaders and managers seeking to understand how tax functions are evolving and how to build or integrate tax technology capabilities within their teams.

Meet our speakers

Stephen Rimmington - Senior Manager in Tax Technology at Saffery

Stephen helps tax professionals make better use of technology to improve efficiency, quality and consistency in the delivery of tax services. He works closely with tax teams and central functions across the firm to identify practical solutions to business challenges, supporting the adoption of new technologies and helping shape the future of tax advisory services.

 A Chartered Tax Adviser, Stephen combines a background in private client tax with extensive experience in tax transformation, automation and AI. He has led the implementation of a range of tax technology initiatives and regularly contributes to discussions on the future of the profession, speaking at industry and firmwide events on tax technology, innovation and the evolving role of tax professionals.

Helen Whiteman - CEO CIOT

Helen has been CEO since September 2019, joining from the legal services sector. With over 20 years’ experience of working with chartered bodies, membership associations and regulators, she leads the work of the Institute supported by a senior management team and Council members who are all chartered tax advisers. Helen studied Law at De Montfort University, before undertaking a Masters in IT at the University of Warwick. She is an advocate for continuous learning and has a keen interest in digital and AI technologies. Helen is a volunteer trustee for Discover Children’s Story Centre in Stratford, London and ecobirmingham. She is a Champion and former trustee of the legal mental health and wellbeing charity, LawCare.

Alex Mann  -  Managing Director at Harvey John

Alex Mann is Managing Director of Harvey John, a specialist finance & tax recruitment firm that supports professional services, technology vendors, and high-growth businesses at an inflection point where growth outpaces control. Alex personally leads the firm's tax technology & transformation practice and has specialised exclusively in this area for over a decade, making him the only dedicated TTT recruiter globally. As a result, he has built deep market intelligence on the sector, tracking vendor movements, talent trends, and the regulatory shifts reshaping the space. Working closely with technology vendors, in-house tax teams, and professional services across the market, Alex has a ground-level view of how tax technology hiring and capability building is evolving.