Business Wire
Wolters Kluwer Tax and Accounting (TAA) is pleased to announce the appointment of Joel Morris as the new Vice President & Segment Leader, Research & Advisory. In this role, Joel will be responsible for meeting the financial performance, customer satisfaction, and market growth targets for the Segment. He will lead the strategic transformation of the division’s digital content business in the U.S. and Canada further accelerating the Tax & Accounting division’s AI-driven, integrated Research and Advisory software offering. Joel will report to Jason Marx, CEO of Wolters Kluwer Tax and Accounting.
Jason Marx, CEO of Wolters Kluwer Tax and Accounting, commented, “We are thrilled to welcome Joel Morris to Wolters Kluwer. Joel’s extensive experience in corporate strategy and product management, combined with his proven track record of driving significant innovation and leading transformational initiatives, makes him the perfect fit for this role. We are confident in his ability to lead the Research & Advisory segment to new heights.”
Joel Morris expressed his excitement about the new role, stating, “I’m honored to join Wolters Kluwer, a company with a strong legacy of helping professionals navigate change—especially now, as AI reshapes the accounting landscape. I’ve always been drawn to moments of transformation, and I see a tremendous opportunity to help firms evolve into strategic advisors. I look forward to working with the talented team at Wolters Kluwer to build on that foundation and deliver innovative, tech-enabled solutions that empower our clients to lead with insight.”
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Joel Morris has over 15 years of executive leadership experience spanning corporate strategy, product management, and entrepreneurship across multiple industries. Most recently, he served as Vice President of Go-to-Market Commercial Strategy and Vice President of Product Management at PG Forsta, a global B2B SaaS enterprise customer experience and market research company. In this role, Joel led the organization’s shift to a value-focused commercial mindset, driving significant sales growth year-over-year. He also led the company’s vertically aligned solutions strategy, spearheading cross-functional initiatives and driving significant pipeline growth within each strategic vertical.
Previously, Joel was the co-founder and CEO of HelloIgnite!, an enterprise B2B SaaS innovation platform serving Fortune 500 companies. Under his leadership, the company achieved rapid growth before being acquired in a strategic transaction.
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