Tax Staff Essentials- Level 3, Tax Senior/Supervisor

This level provides a springboard to transition from preparers to planners. Staff will be equipped with the knowledge to advise business clients on the tax considerations of various entity types, mergers and acquisitions, and advanced planning around S Corporations. In addition, the topics covered around estates, trusts, and advanced individual taxation prepare the staff for working with the firm’s high-net worth clients. This level will give staff the extra edge necessary to begin assuming client and engagement management responsibilities.

Level 3 programs and courses are available in four different formats for your convenience:


The online format is designed to meet the varying schedules of busy tax professionals. Individuals can learn at their own pace, time and location. You can enroll anytime in the Tax Staff Essentials CPE-self-study online courses. They can also be used for group training and blended learning when combined with the on-site option.

These courses have been updated for the Tax Cuts and Jobs Act (TCJA) of 2017 ("Tax Reform"). Included with your course, you will have free access to a specially-prepared Course Supplement that provides an explanation of the key provisions of TCJA (including topics not covered in your course).


On-site instructor-led training is available for groups of 10 or more. This format is great for firms or large groups interested in purchasing multiple enrollments or those that require some flexibility with the content. Use an AICPA instructor or purchase the instructor materials and have an experienced staff member conduct the training.

Tax School

Tax School provides an opportunity of learning in a classroom setting. The program has been designed with flexibility and convenience in mind and is offered throughout the year at various locations so you can choose the week that best suits your training needs.


Tax Staff Essentials webcasts are offered on multiple dates and times throughout the year for CPE credit, and the content can also be accessed at any time via archived videos.  Courses can be purchased separately, or you can subscribe to our Annual Webcast Pass, which has over 500 webcasts and includes all Tax Staff Essentials webcasts.