Welcome to Tax Staff Essentials training

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Tax skills for every stage of your career

Designed for the ever-changing and complex world of tax, this innovative series offers comprehensive training for tax practitioners at varying stages in their careers. Whether staff have decades or days of experience, our regularly updated Tax Staff Essentials training will help keep skills relevant and refreshed.

The multiple, progressive levels include core business skills and fundamental technical tax topics through to complex tax compliance and planning strategies. The courses focus on real-world issues and solutions providing the relevant technical and professional skills in a convenient online format.

Keep skills relevant to support your clients

In response to the COVID-19 pandemic, the U.S. Government has introduced the Coronavirus Aid, Relief, and Economic Security Act (CARES) and Families First Coronavirus Response Act (FFCRA) leading to implications for the operations of small and mid-size businesses. Our Tax Staff Essentials training has been updated with the impacts of the latest legislation in mind to help you best support your clients.

Four progressive levels

The courses are designed for new staff, managers, directors, partners, and owners of small and medium practices. Find the Tax Staff Essentials course that’s right for you.

Level 1 – New staff

This level covers key areas to ensure new tax professionals are well prepared to begin their careers and support their firms. They'll learn about individual, partnership, and S corporation tax compliance, effective online tax research techniques, clear and precise working paper documentation as well as effective professional business communications.

Level 2 – Experienced Staff

This level builds upon foundational tax knowledge by exploring the intricacies of the underlying accounting methods and property transactions. Staff will also delve into the taxation of corporations and a myriad of multistate tax issues. Key subject matters covered include inventory valuation and property transactions, which are essential for servicing more complex clients.

Level 3 – Senior/Supervisor

This level of Tax Staff essentials covers more complex areas for experienced specialists, focusing on understanding business strategies and competitive positioning, and converting this knowledge into tax planning and business advice. Key subject matter includes FASB ASC 740 and deferred income taxes, and estates and trusts.

Level 4 – Manager/Director

This level contains advanced technical training required to work with an organization’s most sophisticated clients, as well as those with tax controversy issues. The program includes an international tax course relevant to the increasing globalization of business. Taking this level provides tax managers and directors the tools they will need to offer existing clients additional services, as well as identifying possible areas for specialization.

Self-Study Online

Our most popular format, online learning is designed to meet the varying schedules of busy tax professionals. Individuals can learn at their own pace, time and location.

Other learning formats

Tax Staff Essentials is also available as On-Site Group Learning for 10 or more people (enquire here) and in a Tax Boot Camp classroom format at various locations and dates.

Additionally some of the Tax Staff Essentials courses are offered as webcasts on multiple dates and times throughout the year.

Tax Section Member Benefits