Wolters Kluwer Names Joel Morris as Vice President and Segment Leader for Research & Advisory in Tax & Accounting Division
Joel Morris, Vice President & Segment Leader, Research & Advisory, Wolters Kluwer Tax & Accounting • Photo Credit: Wolters Kluwer
MINNEAPOLIS, June 9, 2025 (FINANCE INTERVIEWS) — Tax and accounting software company Wolters Kluwer has announced the appointment of Joel Morris as Vice President and Segment Leader of its Research & Advisory division in the Tax & Accounting North America business unit.
In this role, Morris will oversee the segment’s financial performance, customer satisfaction, and market growth. He will also lead the digital transformation of the company’s research and advisory content offerings in the U.S. and Canada, including initiatives related to artificial intelligence integration.
Morris most recently served as Vice President of Go-to-Market Commercial Strategy and Vice President of Product Management at PG Forsta, a B2B SaaS customer experience and market research firm. He previously co-founded HelloIgnite!, a B2B SaaS innovation platform, and led the company as CEO until its acquisition.
“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,” said Jason Marx, CEO of Wolters Kluwer Tax & Accounting.
“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,” said Morris.
Wolters Kluwer reported €5.6 billion in 2023 annual revenue and employs approximately 21,400 people across more than 40 countries. The company is headquartered in Alphen aan den Rijn, the Netherlands.
For more information, visit www.wolterskluwer.com.
Source: Wolters Kluwer
