Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service (4 hours)

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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!