The working habits new joiners need in a client-facing U.S. tax practice, from clear emails to owning a task.
Day 1
Practice: Set a personal first-90-days plan.
Day 2
Practice: Rewrite real-style emails and peer-review them.
Day 3
Practice: Role-play calls with a U.S. team lead.
Day 4
Practice: Build a plan from a simulated busy-season workload.
Day 5
Practice: Present your first-90-days commitments to the group.
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.
Freshers · U.S. Tax
Individual returns from intake to a clean first draft, with every concept prepared on a real-style return.
Theory + practical training + case studies + activities + simulations + software
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Corporate returns for new joiners: C-corp and S-corp computation, book-to-tax thinking, and supporting schedules.
Theory + practical training + case studies + activities + simulations + software
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Partnership returns end to end: income allocations, capital accounts, basis tracking, and K-1 preparation.
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5-day program
