Tax Resource Management

Tax Resource Management
2:00 - 3:00 pm ET
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1 hr CPE/CPD in TAX

Program Level: Basic  

Tax Resource Management         

The most challenging aspect of a Tax Department can be optimizing the utilization of its staff.  The Charge Hour has been the trusted metric in this area for many years, but the administrative burden of tracking the status of returns as well as maintaining time records is driving organizations to research a more efficient process, one that will increase not only profitability, but overall capacity.  This session will explore strategies to accomplish optimal utilization for any given tax engagement. 

Learning Objectives

  • Understand strategies to decide how much to bill for services rendered and at what point in the process should the bill be delivered
  • Learn how to find the best possible resource to complete the work and maximize profitability
  • Understand the best ways to evaluate performance of all involved in the project
Speaker Bio
Brad Podzius         
IRIS | Practice Engine
With over 15 years in the accounting industry, Brad has experience in high-volume tax preparation, full-service financial, accounting and related consulting fields. In 2009, Brad earned both an MBA and a Master of Taxation from Georgia State University while working as a Tax Accountant for a Top 100 firm in Atlanta, GA. Since joining Practice Engine in 2013, he has combined his education and work experience to provide 'Best Practice' solutions for CPA firms across the country.
6/16/2021 2:00 PM - 3:00 PM

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