Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
Overview
This course provides tax professionals with a framework for applying project management principles to tax preparation engagements. Participants will explore the full client lifecycle, from onboarding through workflow execution and delivery.
The course emphasizes improving efficiency, reducing bottlenecks, and enhancing client communication while managing risks in a deadline-driven environment.
Highlights
- Project management in tax practices
- Client onboarding and initiation
- Workflow and execution strategies
- Monitoring and risk management
- Communication and collaboration
Prerequisites
Basic knowledge of taxation
Designed For
CPAs, EAs, tax professionals, and accountants involved in tax preparation
Objectives
- Identify project management principles applicable to tax engagements
- Determine effective onboarding and initiation processes
- Apply workflow management techniques
- Recognize monitoring and risk management strategies
- Identify communication and collaboration improvements
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $179.00
Member Price $149.00