If you work in a CPA firm and you think AI is coming for your job, you’re not totally wrong. You’re just looking at the wrong desks. AI is not walking into the partner meeting and pitching a tax strategy. It’s not calming down a nervous...
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Is AI Replacing Advisors or Just the People Behind the Scenes
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Subscribe18 FEB 2026 / TECHNOLOGY
CPE Approved
Artificial Intelligence (AI) is disrupting operation, compliance and other repetitive tasks of the back office in CPA firms, rather than replacing financial advisors, leading some to speculate that global banks could eliminate up to 200,000 jobs in the next three to five years. Despite concerns about job loss, AI can also allow firms to more efficiently move client accounts, potentially increasing banks' pretax profits by 12% to 17%, adding up to $180 billion to their bottom line by 2027, according to Bloomberg Intelligence.
If you work in a CPA firm and you think AI is coming for your job, you’re not totally wrong. You’re just looking at the wrong desks. AI is not walking into the partner meeting and pitching a tax strategy. It’s not calming down a nervous...
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