AICPA NAvigator
Tax Staff Essentials
Quality Tax Staff Training

Designed for today's changing and complex business world, this innovative series offers comprehensive tax staff training in four progressive levels New Staff (Level 1), Experienced Staff (Level 2); Tax Senior/Supervisor (Level 3); and Tax Manager/Director (Level 4).

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 information and skills using an easy and convenient format.

The Tax Staff Essentials program is available in two formats: online CPE self-study training or on-site instructor-led training (for groups of 10 or more). Courses can also be purchased and completed separately. Individual CPAs can enroll in the CPE self-study online courses; if you are interested in purchasing multiple enrollments for your firm 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 information.


Four Progressive Levels

Tax Staff Essentials, Level 1 - New Staff covers key areas to ensure your young tax force is well prepared to begin their careers and establish a strong set of core skills necessary for junior staff growth.

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Tax Staff Essentials, Level 2 - Experienced Staff covers key areas for those in your staff who want to take on a wider variety of firm engagements and establish a supervisory role within the firm.

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Tax Staff Essentials - Level 3, Tax Senior/Supervisor identifies the more difficult areas for experienced tax compliance specialists. This level will give staff the confidence necessary to begin assuming client and engagement management responsibilities.

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Tax Staff Essentials - Level 4, Tax Manager/Director contains the advanced technical level of training your firm needs to maintain and improve its core competencies. Give your managers and directors the tools they will need to offer existing clients additional services.

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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.