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Technologies / Artificial Intelligence

Intelligent Tax Advisory: Using AI for Compliance and Strategic Planning

A course designed for tax advisors and compliance specialists, showing how AI revolutionizes tax research, automates compliance processes, and provides tools for strategic planning. The program focuses on using AI to monitor regulatory changes and identify optimization opportunities. The case study-based methodology ensures practical application of AI tools in real tax scenarios.

Why choose this training?

Facing continuous technological changes, technical competencies have become a critical asset. A course designed for tax advisors and compliance specialists, showing how AI revolutionizes tax research, automates compliance processes, and provides tools for strategic planning.

Upon completion, participants will be able to: 70% acceleration of tax research will be achieved through automation of regulation search and analysis, Identification of optimization opportunities will enable proactive tax strategy planning, Real-time legislative change monitoring will ensure advice currency and regulatory compliance, Automation of routine compliance tasks will free time for high-value advisory work. These competencies directly translate into higher effectiveness in IT projects.

This training is particularly valuable for: Tax Advisory (Tax) department specialists, Tax advisors, Tax compliance specialists.

What makes our approach unique?

EITT combines theoretical knowledge with intensive practical workshops. Over 2 days of intensive training, participants work on real-world examples and scenarios, ensuring not only theoretical understanding but practical application skills.

With over 2,500 trainings in our portfolio and a 4.8/5 participant rating, EITT is a trusted partner in IT competency development for organizations of all sizes. Our trainers are experienced practitioners who share up-to-date knowledge and proven solutions.

Looking for training tailored to your team’s needs? Contact us — we’ll prepare a program customized to your requirements.

Benefits

  • 70% acceleration of tax research will be achieved through automation of regulation search and analysis
  • Identification of optimization opportunities will enable proactive tax strategy planning
  • Real-time legislative change monitoring will ensure advice currency and regulatory compliance
  • Automation of routine compliance tasks will free time for high-value advisory work
  • Process standardization and service consistency
  • Reduced risk of errors in regulation interpretation will be ensured by AI-assisted research
  • Improved quality of tax memoranda will be achieved through advanced analytical tools

Who is this training for?

Tax Advisory (Tax) department specialists
Tax advisors
Tax compliance specialists
Tax regulation analysts
Tax department managers
Tax optimization consultants
Lawyers specializing in tax law

Prerequisites

  • Legal or economic education in tax law
  • Experience in tax advisory and regulation interpretation
  • Knowledge of basic compliance and tax planning processes
  • Ability to analyze complex legal and financial structures

Training program

01

Overview of AI Applications in Taxes

  • AI in tax regulation analysis
  • Automating tax research with GenAI
  • Monitoring legislative changes
  • Tax decision support systems
02

Compliance Process Automation

  • Automatic data extraction from documents
  • Tax declaration validation
  • Compliance requirement verification
  • Early warning systems
03

Predictive Analytics in Tax Planning

  • Tax scenario modeling
  • Tax burden forecasting
  • Identifying optimization opportunities
  • Tax risk analysis
04

Practical Workshops

  • Creating tax memorandum with AI
  • Automating research for cases
  • Optimizing tax structures
  • Documenting tax strategies

Delivery Methods

Online

  • Convenience of participating from anywhere
  • Interactive live sessions with trainer
  • Materials available for 30 days
  • No travel costs

On-site

  • Direct contact with trainer and group
  • Intensive hands-on workshops
  • Networking with other participants
  • Full focus on learning

Frequently asked questions

What are the prerequisites for this training?

For Intelligent Tax Advisory: Using AI for Compliance and Strategic Planning we recommend: Legal or economic education in tax law; Experience in tax advisory and regulation interpretation; Knowledge of basic compliance and tax planning processes.

What is the format and duration of this training?

The training lasts 2 days and is available in online and on-site format. Sessions run from 9:00 AM to 4:00 PM. We can also customize the schedule to fit your team's needs.

Who is this training designed for?

This training is designed for: Tax Advisory (Tax) department specialists; Tax advisors; Tax compliance specialists.

Patrycja Petkowska
Patrycja Petkowska Opiekun szkolenia

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Funding Options

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Up to 80%

Development Services Database

Up to 80% funding for SMEs from EU funds

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Up to 100%

National Training Fund

Up to 100% funding for employers

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We train teams at Poland's largest companies

ING Bank - EITT client
mBank - EITT client
PKO Bank Polski - EITT client
PZU - EITT client
Allianz - EITT client
T-Mobile - EITT client
KGHM - EITT client
PGE - EITT client
IKEA - EITT client
InPost - EITT client
Leroy Merlin - EITT client
ZUS - EITT client

Interested in this training?

Contact us - we'll prepare an offer tailored to your organization's needs.

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