{"id":91322,"date":"2021-12-30t16:00:02","date_gmt":"2021-12-30t21:00:02","guid":{"rendered":"\/\/www.g005e.com\/?p=91322"},"modified":"2023-06-02t23:40:55","modified_gmt":"2023-06-03t03:40:55","slug":"10-steps-to-a-superior-tax-department","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/12\/30\/10-steps-to-a-superior-tax-department\/","title":{"rendered":"10 steps to a superior tax department"},"content":{"rendered":"

\"number<\/a>share knowledge, don\u2019t hoard it.<\/strong><\/p>\n

by ira rosenbloom<\/i><\/p>\n

running a cpa firm tax department may be a dream role for many professionals or a nightmare.<\/p>\n

more: <\/b>10 ways to protect your best clients from your competitors<\/a> | are you overthinking an m&a deal?<\/a> | how to put the \u2018success\u2019 in succession<\/a> | how covid-19 has changed succession planning<\/a> | top 10 steps to maximizing profitability<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

if it is your dream or your responsibility, here are 10 imperatives to be a successful tax department director at a cpa firm.<\/p>\n

    \n
  1. create a job description that is mutually acceptable to you and management and update it annually.<\/li>\n
  2. generate an annual business plan for the department highlighting sources of revenues and talents necessary.<\/li>\n
  3. design a comprehensive tax resource platform and assess it. if you don\u2019t have resources internally to address certain tax areas or specialties, find outside resources and hold them accountable.<\/li>\n
  4. be familiar with the top 10 clients for each of the partners in the firm, and make sure they are getting \u201ca\u201d level talent and service from the tax group.<\/li>\n
  5. keep technology and efficiencies at the forefront. participate in technology forums and seek out business futurists to keep you and your key players aware of what is coming down the pike.<\/li>\n
  6. implement personal development plans for all members of the group. written and presentation skills are vital so the more practice and preparation the better.<\/li>\n
  7. mandate maintenance by all members of the group of a journal to note five key lessons learned each week and what the impact will be.<\/li>\n
  8. define an \u201ca\u201d client and \u201ca\u201d service and monitor performance.<\/li>\n
  9. require minimum production targets for each group member \u2013 by type of project, revenue and turnaround time.<\/li>\n
  10. be a knowledge hawk. make sure research is warehoused and available for sharing. have subject matter experts stay sharp and be sure that there is a community awareness of your expertise and ease of access.<\/li>\n<\/ol>\n

    running a tax department is not for everyone and often is a true challenge for succession at a cpa firm. the right firm will mentor and assist with transition but the motivation and commitment needs to be with the person to be in charge. taking over the department as an outsider can be exciting and even more rewarding but also brings a set of imperatives to succeed that would work along with our outline.<\/p>\n

    our clients and our business are leadership supporters. be sure you are with such an organization.<\/p>\n","protected":false},"excerpt":{"rendered":"

    \"\/\/www.g005e.com\/2021\/12\/30\/10-steps-to-a-superior-tax-department\/\"<\/a>
    \nshare knowledge, don\u2019t hoard it.<\/strong>
    \nby ira rosenbloom<\/i><\/p>\n","protected":false},"author":3507,"featured_media":87539,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,1906],"tags":[],"class_list":["post-91322","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-tax-practice"],"acf":[],"yoast_head":"\n10 steps to a superior tax department - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable 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