This advanced-level training equips supervisors with the skills to manage tax staff; review returns for accuracy and resolve complex compliance matters. The course emphasizes supervisory responsibilities, including review techniques, workflow oversight, and application of tax law to high-level issues such as multi-state reporting, high-net-worth individuals, and complex pass-through entities. Supervisors will also focus on mentoring staff, ensuring compliance with firm policies, and staying current with evolving legislation. By the end of the course, supervisors will be prepared to oversee tax engagements, train junior staff, and serve as the first line of technical review.
Course ID: STSV
Tax Staff Training- Supervisors
Learning Objectives
- Assess staff-prepared returns for accuracy and completeness.
- Identify and resolve complex reporting issues (multi-state, passive activity limits, AMT).
- Evaluate shareholder and partner basis in advanced scenarios.
- Apply tax law to high-net-worth and complex entity structures.
- Assess and implement workflow review and supervisory best practices.
- Analyze legislative updates for impact on supervisory review.
- Evaluate and guide staff in applying Circular 230 compliance standards.
- Assess and mentor associates and seniors in technical and professional development.
Major Topics
- Supervisory review techniques.
- Complex reporting issues (multi-state, AMT, passive losses).
- Advanced pass-through reporting and basis adjustments.
- High-net-worth individual tax considerations.
- Workflow management and staff development.
- Legislative updates and supervisory compliance responsibilities.
Advanced Preparations
None
Who Should Attend
Supervisors and managers responsible for reviewing staff-prepared returns.
Fields of Study
TaxesPrerequisites
Solid experience preparing and reviewing returns.