Explaining tax positions so partners and clients understand them, remember them, and act on them.
Day 1
Practice: Rewrite a technical note for a non-tax reader.
Day 2
Practice: Turn a set of return changes into a clear client story.
Day 3
Practice: Draft and peer-review three common client emails.
Day 4
Practice: Lead a simulated client call on a year-over-year tax change.
Day 5
Practice: Present a case-study recommendation to a mock partner panel.
Chartered Accountant, US CPA, PCC-certified leadership coach
Sarita Rochwani trains and coaches finance and tax teams to perform at a higher level. A Chartered Accountant, US CPA, and PCC-certified leadership coach, she has spent years developing professionals from staff to partner level.
Seniors · U.S. Tax
The 1040 situations that create review rework: multi-state filers, foreign income, K-1 investors, and passive losses.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · U.S. Tax
Complex adjustments for corporate and partnership returns, including basis, special allocations, and interest limits.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · Soft Skills
The shift from doing the work to leading it: delegating, giving feedback, and communicating with confidence.
5-day program
