Becoming Better Tax and Audit Engagement Leaders—Part 1, Roles and Responsibilities

Date: 6/06/2025
Time: 12:00 PM - 2:00 PM EST
CPE Credit: 2 hours

This webinar lays a foundation of objectives and professional standards that underpin the job responsibilities of engagement leaders in auditing, accounting and tax practices of CPA firms.

Topics Covered

• Understand the role and responsibilities of engagement leaders in CPA firms
• To review the requirements of professional standards that relate to engagement leaders
• To consider opportunities for application of professional standards that will result in higher quality and more profitable engagements

• Understanding the personnel structure of CPA firms and related work responsibilities
• Ways an engagement leader can enhance a CPA firm’s image
• Leader’s responsibilities under Statement of Quality Control Standards No. 8
• Quality control document leadership policies and procedures for a smaller CPA firm
• Clarified Auditing Standard AU-C 300 – Audit Planning
• Statements on Standards for Tax Services
• Treasury Circular 230