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Tax Staff Essentials
Quality Training for Your Tax Staff

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. The four progressive levels include core business skills and fundamental technical tax topics for new staff and increasingly complex tax compliance and planning strategies for managers, directors, partners, and owners of small and medium practices.

This series is designed to take your staff from new hire through tax manager/director level with learning that focuses on real-world solutions and issues, providing relevant technical information and professional skills using an easy and convenient format.

The Tax Staff Essentials program is available in two formats for your convenience: online CPE self-study training or on-site instructor-led training (for groups of 10 or more). Individual CPAs can enroll themselves or their staff anytime in the CPE self-study online courses. Firms or large groups interested in purchasing multiple enrollments at a discounted rate, please call 800.634.6780 (option 1 to speak with a training representative), or visit the Group Training page to request more information.

Four Progressive Levels

Tax Staff Essentials - Level 1, New Staff covers the core skills required to begin working on tax engagements, such as: performing research, communicating results and documenting findings in the tax workpapers. Staff will also receive comprehensive training on basic individual and pass-through tax issues that will enable them to work with confidence.

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Tax Staff Essentials - Level 2, Experienced Staff builds upon a 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 the myriad of multistate tax issues. It will prepare staff for a variety of more complex firm engagements and set them on the path for continued growth within the firm.

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Tax Staff Essentials- Level 3, Tax Senior/Supervisor 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.

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Tax Staff Essentials - Level 4, Tax Manager/Director contains advanced technical training required to work with the firm’s most sophisticated clients as well as those with tax controversy issues. In addition, the international tax course included is critical due to the increasing globalization of business. Give your managers and directors the tools they will need to offer existing clients additional services as well as identifying possible areas for specialization.

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Group Training

Purchasing multiple enrollments for your organization?

Contact a representative by completing a brief Online Form or calling 800.634.6780 (option 1) for information on a discounted rate.

Tax Section Members Receive Additional Savings!

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Tax Section.