Training course · Generative AI · Tax Advisory

Generative AI for Tax Advisers

Vendor-neutral, hands-on day: how language models work, where they go wrong and how to roll out AI successfully in your team.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Generative AI for Tax Advisers” is a hands-on course for roles such as Tax advisers and practice owners, Tax assistants and tax technicians and Accountants working in tax practices. Rather than learning Generative AI in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Tax Advisory.

Generative AI has reached most organisations, yet teams often lack a shared understanding of what language models can actually do and where their limits lie. In this vendor-neutral course you will learn how large language models generate text, why they hallucinate and how careful prompting, context and source checking lead to reliable results. Rather than relying on any provider's marketing claims, you will work with transparent criteria that help you compare tools and judge their fit for your own tasks.

The second focus is everyday implementation. You will identify concrete use cases in your area of work, weigh benefit, risk and effort, and draft a realistic roll-out plan for your team. This covers ground rules for handling confidential data, a practical prompt library and ways to build acceptance and make results measurable. Throughout the day you work with examples from your own field, so you leave with an actionable roadmap rather than a set of abstract ideas.

Tax advisory firms are under pressure from staff shortages, rising client expectations and a constant stream of legislative changes, administrative guidance and court rulings. Used responsibly, generative AI can provide real relief. AI assistants summarise case law and tax authority guidance, structure facts from client documents, draft client newsletters and objection letters and answer routine questions in plain language. Automation supports document intake, deadline management and client communication. Professional judgement and liability remain with qualified tax advisers, but research and drafting become faster. The key prerequisite is safe handling of client data: professional secrecy, professional conduct rules and the GDPR determine which tools may be used and how.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Tax advisers and practice owners
  • Tax assistants and tax technicians
  • Accountants working in tax practices
  • Payroll staff
  • Practice managers and digital transformation leads

Typical challenges we address

  • Tracking and interpreting legislative changes, official guidance and court rulings promptly
  • Requesting and structuring incomplete client records
  • Reducing the time spent on submissions, objections and client correspondence
  • Coping with deadlines and seasonal peaks with limited staff

What you will be able to do

  • You can explain clearly how language models generate text and why hallucinations occur.
  • You can write prompts that consistently deliver useful, verifiable results.
  • You can compare AI tools against transparent criteria covering data protection, features and cost.
  • You can identify and prioritise concrete use cases for your area of work.
  • Use AI for research, summaries and draft submissions and verify results against primary sources.
  • Automate client communication and document processes in your practice.
  • Use AI while respecting professional secrecy, professional conduct rules and the GDPR.

Course outline

Module 1 How large language models work
  • Tokens, context windows and probabilities: what happens when a model generates text
  • Training knowledge versus web search versus your own documents (RAG)
  • Text, images, audio and code: what multimodal models can do today
  • Realistically assessing typical strengths and weaknesses in office work
Module 2 Spotting hallucinations and getting reliable output
  • Why models produce plausible-sounding errors and when the risk increases
  • Prompting techniques: role, context, examples, output format and step-by-step instructions
  • Requesting sources, cross-checking facts and introducing a four-eyes principle
  • Scoping tasks so that AI assists rather than decides
Module 3 Choosing tools without vendor bias
  • Overview of chat assistants, AI built into office suites and specialist tools
  • Criteria: data processing, hosting location, admin features, integrations and pricing model
  • Enterprise licences, API access and locally hosted open-source models compared
  • Building a simple scoring matrix for your own tool selection
Module 4 Identifying use cases in your field
  • Systematically capturing recurring writing, research and analysis tasks
  • Rating benefit, risk and implementation effort for each use case
  • Distinguishing quick wins from strategic initiatives
  • Creating a prioritised use-case backlog for your team
Module 5 Rolling out generative AI in your team
  • Usage rules: which data may go into which tool and who signs off results
  • Building and maintaining a shared prompt library and templates
  • AI champions, training formats and peer exchanges to embed new habits
  • Measuring success: documenting time saved, quality and user satisfaction
Module 6 Practice lab: Tax Advisory
  • Summarising case law
  • Drafting objections and submissions
  • Client communication
  • Document checklists
  • Automated document intake
  • Knowledge management
Module 7 Data protection, quality & transfer to daily work
  • German tax advisers are bound by professional secrecy under the Tax Advisers Act and Section 203 of the Criminal Code; client data may only be shared with AI providers contractually bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be consistently anonymised.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Summarising case law

An AI assistant summarises rulings, tax authority guidance or draft legislation, highlights key points and affected client groups and drafts internal technical updates that qualified advisers then check against the original source.

Drafting objections and submissions

Based on anonymised facts, AI produces a structured draft of an objection, a request to suspend enforcement or a reply to the tax office, including an outline of the arguments for further professional work.

Client communication

AI drafts clear client newsletters, explanations of tax assessments and reminders about missing documents, adapted for private clients, freelancers or businesses.

Document checklists

For income tax returns, annual financial statements or payroll queries, AI creates tailored checklists based on the client profile, reducing follow-up questions and repeated requests.

Automated document intake

An automation sorts incoming client documents, recognises document types, applies consistent file names and passes them to the practice software or flags missing information.

Knowledge management

Internal guidance notes, review templates and model wording are prepared and made searchable with AI support, so staff can access proven practice know-how more quickly.

Prerequisites

No technical background is required. It helps to bring along typical tasks from your day-to-day work that you would like to support with AI. You work in a tax practice or corporate tax department and have a basic grounding in tax law.

Technical requirements

You will need a laptop with an up-to-date browser and internet access. A free account with a common AI assistant is sufficient; company licences are welcome.

Data protection & compliance

German tax advisers are bound by professional secrecy under the Tax Advisers Act and Section 203 of the Criminal Code; client data may only be shared with AI providers contractually bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be consistently anonymised.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Tue, 24 November 2026 Online Request
  • Fri, 11 December 2026 Salzburg Request
  • Tue, 15 December 2026 Online Request
  • Thu, 7 January 2027 Online Request
  • Thu, 14 January 2027 Bremen Request
  • Wed, 27 January 2027 Online Request

Frequently asked questions

Is the course tied to a specific AI tool?

No. The training is deliberately vendor-neutral. You work with widely used chat assistants and learn principles that apply to all major language models. That way you can transfer your skills to whichever tool your organisation has approved and evaluate new offerings yourself using clear criteria instead of relying on marketing statements.

How is confidential company data handled during the course?

For the exercises you use anonymised or fictitious examples from your area of work. At the same time you learn which categories of data may be entered into which tools, what to look for regarding data processing agreements and use of inputs for training, and how to set out these rules clearly for your team.

Will we leave with something concrete to implement?

Yes. You leave with a prioritised use-case backlog, a scoring matrix for tool selection, tested prompt templates and a draft set of team usage rules. These materials are designed so you can take them straight into internal discussions with management, IT and your data protection officer.

May client data be entered into AI tools?

Only under strict conditions: the provider must be bound to confidentiality as a service provider, data processing must be contractually GDPR-compliant and inputs must not be used for training. Otherwise, work with anonymised facts. In the course we develop practical rules tailored to your practice.

Can AI give binding answers to tax questions?

No. AI assistants can be wrong about provisions, deadlines or case law and may not know the latest changes. They are useful for structuring, first drafts and research pointers. Professional judgement and liability stay with qualified advisers, who check every statement against legislation, commentaries and case law.

How much does “Generative AI for Tax Advisers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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