Tax Practice In-Depth: Building and Managing a High-Performance Remote Tax Practice

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Series: Tax Practice In-Depth: Building and Managing a High-Performance Remote Tax Practice

1 CPE Credit Available

Field of Study - Business Management and Organization

As remote work becomes a permanent feature in the tax profession, firms must adapt their operations to remain competitive and compliant. This CPE-eligible session provides accounting professionals with actionable guidance on establishing and managing a remote tax practice. The course covers remote talent acquisition, virtual team leadership, secure technology implementation, and the practical use of artificial intelligence to overcome staffing shortages and enhance client service delivery. Participants will gain insights into designing effective remote hiring processes, building scalable team management frameworks, and integrating technology to streamline tax workflows.

Learning Objectives:

After completing this session, participants will be able to:

1. Implement remote hiring strategies – Conduct virtual interviews to assess technical skills, remote readiness, and cultural fit.
2. Manage remote tax teams effectively – Build systems for performance tracking, communication, and professional development.
3. Integrate remote work technology – Select and apply tools for secure data management, collaboration, and automation.
4. Leverage AI to boost efficiency – Use AI to automate routine tasks and address staffing challenges in tax practices.

Cost: Free

CPE Credits: 1

Subject Area: Business Management and Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer