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E407 - What happened in the Spring Tax Circle meeting

Welcome to the Boomer Briefing Podcast—your 20-minute insight into the conversations shaping the future of the accounting profession.


On this episode, Jon Hubbard and Jim Boomer recap the first-ever Tax Leader Circle meeting, where tax leaders from forward-thinking firms came together to discuss the future of the tax practice. The conversation explored how AI and emerging technologies are reshaping tax workflows, creating new capacity opportunities, and forcing firms to rethink traditional business models.


You’ll hear insights on redesigning work instead of simply adding more people, leveraging automation to improve efficiency, and the growing pressure to move beyond hourly billing toward more value-based approaches. Jon and Jim also discuss the broader leadership challenge facing tax departments today: building a vision for the future of the practice, modernizing workflows, and helping firms navigate disruption with greater confidence and clarity.


💡 Explore the Tax Leader Circle and our and our other Circle communities

📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership

🔗 Follow the Tax Circle facilitators for more updates and expertise:


Jon Hubbard


Jim Boomer


For more information about Boomer Consulting, visit boomer.com


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