Career Path

Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file

Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation).

Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions.

General understanding; specific understanding may be an asset.

Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file

Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file

Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file

Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file

Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation).

Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions.

General understanding; specific understanding may be an asset.

Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)

Proficient and able to teach others to basic standard (Formatting, Functions, Formulas). Can quickly determine how to best approach client data for use in file

Proficient and able to teach others to basic standard (Formatting, Layouts & Presentation).

Able to use all basic taxprep programs successfully from start to finish. Proficient enough to teach new staff.

Highly proficient with Caseware. Can teach others and problem solve for Caseview issues and for Caseware stability issues. Uses correct naming conventions.

General understanding; specific understanding may be an asset.

Can use PowerPoint to create presentations. Shows a willingness to explore and use other programs whilst adhering to firm policies on software. Other software or digital/AI capabilities which may be useful (again within confines of firm policies regarding technology)