The KPMG Meijburg AI Tax Academy is an intensive, practice-oriented learning programme designed for tax professionals who want to confidently integrate Artificial Intelligence into their daily work. Across four structured sessions, participants build both foundational and advanced AI capabilities, develop practical tax-focused solutions, and leave with a fully functioning AI Tax Persona tailored to their organization’s needs.
This programme is ideal for individuals early in their AI journey, whether curious beginners or hands‑on intermediates, who want to transform AI concepts into meaningful, practical value within the tax function.
What you will learn
Generative AI concepts & foundations for Tax
- Core building blocks such as prompts, personas, agents, RAG, transformers, embeddings, tokens, context window.
- Strengths and limitations relevant to regulated tax environments: hallucinations, bias, consistency, explainability, model updates/drift, data leakage risk, and how to work within these boundaries.
Persona fundamentals: from idea to reliable assistant
- Types of personas and when to use them
- Tax‑focused persona examples
- Linking multiple personas in one conversation with clear roles, hand‑off rules, and shared output standards.
Designing AI for real tax work
- Use‑case identification framework which guides participants through five steps to identify the proper tax use cases where AI should and could be leveraged
Hands on persona building & refinement
- Structured checklist for role clarity, scope boundaries, output templates, safety & error handling, and domain context.
- Testing & troubleshooting tips to improve accuracy and resilience
- Sprint‑based workshops: During the hands‑on sprints, participants move from creating an initial persona draft to testing and validating its behaviour, refining and troubleshooting the logic, and finally performing a full user acceptance test and final improvements.
Agentic AI & workflows (conceptual and demos)
- Difference between personas (scoped assistants) and agents (able to coordinate tasks and use tools/APIs).
- KPMG TACO framework (Taskers, Automators, Collaborators, Orchestrators) to think about increasing complexity and value.
- Illustrative tax scenarios demonstrate how workflows progress from central email intake, to document parsing, through routing and automated or human‑in‑the‑loop analysis, and finally to structured storage and analytics.
Working in the KPMG Digital Gateway GenAI environment
- Create and share personas, integrate company‑owned documents, perform real‑time research, and select from available models in a secure KPMG Azure environment.
Programme structure
The Academy consists of four sessions, moving from foundation to real‑world application:
- Kick‑off | Introduction, expectations & inspiration (In Person)
- Educate & Design | Generative AI concepts and foundations & design AI personas by identifying the right tax use cases (In Person)
- Build | Develop, validate and refine your own AI Personas (In Person)
- Evaluate | Share and discuss the initial results and next steps (Online)
Your takeaways
By completing the Academy, participants walk away with:
- Designed, tested and refined AI Tax Persona(s) for your own use case(s).
- Practical skills in prompting, persona design, testing and troubleshooting.
- A use‑case framework to evaluate opportunities in your tax processes.
- Peer learnings by sharing and discussing ideas and initial results.
- Ongoing access (during the Academy) to the KPMG GenAI application to practice between sessions.
About the Academy
- Format: Hybrid (combination of in-person and virtual sessions).
- Hours: The program includes approximately 14 hours of engaging sessions. In addition, we provide supplementary materials to help you prepare for each session, and offer dedicated Business Hours where participants are welcome to join and ask questions.
- Platform: KPMG’s very own Digital Gateway GenAI Platform
- Team enrolment: Recommended 2–3 participants per organization
- Level: Suitable for beginners to intermediate users
- Investment: The fee for participation is EUR 4,850 per participant (excl. VAT).
A discount of EUR 1,000 applies to each additional participant from the same organization. - Please note: This training course is not offered to OOB Audit clients. In addition, an admission procedure must be completed before registration is final. Registration for the training course is therefore non-transferable.
