Preparing for the Silver Tsunami: Workforce Strategies for Tax Teams
Actionable and tech-driven strategies to retain critical knowledge, modernize tax operations, and minimize compliance risk during the talent transition.
The Challenge
Over 40% of corporate tax leaders expect to lose senior staff to retirement within five years. This transition creates significant risk when combined with existing operational challenges.
- Talent constraints are now a top challenge facing tax departments.
- Expanding regulatory obligations have stretched tax functions to capacity.
- Many organizations remain reliant on spreadsheet-based, siloed processes that obstruct knowledge sharing and accountability.
The result is a growing threat to compliance visibility, accuracy, and operational resilience. Is your tax function prepared?
Save Your Seat
Learning Objectives
Participants will learn how other tax teams are preparing for employee turnover by improving compliance visibility and adopting new technologies.
Meet the Presenters
Sam Dagley
Tax Principal at PwC
Sam brings 13+ years of federal and state excise tax experience. He specializes in fuel excise tax, oil and gas severance and production taxes, audits, and controversy for Fortune 500 companies. Sam is known for applying automation, geospatial technology, and data-driven solutions to improve compliance, unlock refunds, and keep tax dollars inside the business.
Juan Pizano
Regional Tax Director at PMI
Juan leads tax operations across 20+ markets, overseeing direct, indirect, excise, and customs tax matters. With 25+ years of experience, including Partner roles at Deloitte and KPMG in Mexico, Juan brings deep expertise in multinational tax operations, compliance, and transformation, with a strong focus on building high-performing, people-centered tax teams.
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