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Viewing: ACC 564 : Project Management and Process Documentation in Tax

Last approved: Mon, 28 Aug 2017 12:29:34 GMT

Last edit: Mon, 28 Aug 2017 12:29:32 GMT

Catalog Pages referencing this course
Change Type
Major
ACC (Accounting)
564
032482
Dual-Level Course
No
Cross-listed Course
No
Project Management and Process Documentation in Tax
Prjct Mgmt & Proc. Doc. in Tax
Poole College of Management
Accounting (20ACC)
Term Offering
Fall, Spring and Summer
Offered Every Year
Spring 2018
Previously taught as Special Topics?
No
 
Course Delivery
Distance Education (DELTA)
Online (Internet)

Grading Method
Graded/Audit
1
8
Contact Hours
(Per Week)
Component TypeContact Hours
Lecture2.5
Course Attribute(s)


If your course includes any of the following competencies, check all that apply.
University Competencies

Course Is Repeatable for Credit
No
 
 
Robin Pennington and Jennie Dirienzo
Associate Professor and Professor of Practice
assoc

Open when course_delivery = campus OR course_delivery = blended OR course_delivery = flip
Open when course_delivery = distance OR course_delivery = online OR course_delivery = remote
Delivery FormatPer SemesterPer SectionMultiple Sections?Comments
LEC5050NoAll distance learning
R: Graduate Standing or PBS

Is the course required or an elective for a Curriculum?
No
In this course we will focus on tax project management and tax process documentation skills. Students will develop an understanding of project management in the context of a tax provision process assessment for a hypothetical company, Project Clarity. Students will also develop an understanding of internal control best practices and how they apply to a corporate tax department's tax provision process. In addition, they will develop the skills necessary to identify improvements within the tax provision process and learn how to prepare a flow chart of the process. An undergraduate degree and basic tax and accounting knowledge required.

The accounting profession is increasingly requiring its new staff to be up to date on the latest technology.  This is especially true for accounting tax professionals.  This course will provide students a combination of innovative technology skills and comprehensive tax knowledge.


No

Is this a GEP Course?
GEP Categories

Humanities Open when gep_category = HUM
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Natural Sciences Open when gep_category = NATSCI
Each course in the Natural Sciences category of the General Education Program will provide instruction and guidance that help students to:
 
 

 
 

 
 

 
 

Social Sciences Open when gep_category = SOCSCI
Each course in the Social Sciences category of the General Education Program will provide instruction and guidance that help students to:
 
 

 
 

 
 

 
 

 
 

 
 

Interdisciplinary Perspectives Open when gep_category = INTERDISC
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Visual & Performing Arts Open when gep_category = VPA
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Health and Exercise Studies Open when gep_category = HES
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&
 

 
 

 
 

 
 

Global Knowledge Open when gep_category = GLOBAL
Each course in the Global Knowledge category of the General Education Program will provide instruction and guidance that help students to achieve objective #1 plus at least one of objectives 2, 3, and 4:
 
 

 
 

 
Please complete at least 1 of the following student objectives.
 

 
 

 
 

 
 

 
 

 
 

US Diversity Open when gep_category = USDIV
Each course in the US Diversity category of the General Education Program will provide instruction and guidance that help students to achieve at least 2 of the following objectives:
Please complete at least 2 of the following student objectives.
 
 

 
 

 
 

 
 

 
 

 
 

 
 

 
 

Requisites and Scheduling
 
a. If seats are restricted, describe the restrictions being applied.
 

 
b. Is this restriction listed in the course catalog description for the course?
 

 
List all course pre-requisites, co-requisites, and restrictive statements (ex: Jr standing; Chemistry majors only). If none, state none.
 

 
List any discipline specific background or skills that a student is expected to have prior to taking this course. If none, state none. (ex: ability to analyze historical text; prepare a lesson plan)
 

Additional Information
Complete the following 3 questions or attach a syllabus that includes this information. If a 400-level or dual level course, a syllabus is required.
 
Title and author of any required text or publications.
 

 
Major topics to be covered and required readings including laboratory and studio topics.
 

 
List any required field trips, out of class activities, and/or guest speakers.
 

College(s)Contact NameStatement Summary
Poole College of ManagementFrank Buckless
We will use premium tuition generated to cover the cost of the faculty.

Introduce students to tax project management concepts and skills.


Teach students the elements of a well-designed tax provision process.


Student Learning Outcomes

Apply project management and process documentation skills within the context of an income tax provision redesign.


Utilize project management and process documentation software.


Describe internal control best practices as they apply to a corporate tax department's tax provision process.


Evaluation MethodWeighting/Points for EachDetails
Other100 pointsStudents will be asked to update a project file for Project Clarity
Other100 pointsStudents will be asked to create a flow-chart of the Project Clarity tax provision process, create a list of additional information needed, and update the project file.
Other100 pointsStudents will be asked to update the flow-chart based on additional information received from the client and update the project file.
Short Paper150 pointsStudents will be asked to prepare a memo identifying opportunities for improvement for the tax provision process and update the project file.
Other75 pointsStudents will be asked to generate reports for the tax provision process project.
Short Paper75 pointsStudents will be asked to prepare a written communication updating the status of the tax provision process project with respect to completion date and budget results.
TopicTime Devoted to Each TopicActivity
Project Management50%Lecture and Videos
Process Documentation and internal controls50%Lecture, reading and exercises
mlnosbis 4/19/2017:
1) The learning outcomes should be labeled as outcomes, not objectives, in the syllabus to prevent confusion. Objectives are the larger goals for the course, not the measurable outcomes.
2) Assignment breakdown should be listed the same way on the CIM form, instead of 1 assignment for 100% of the grade.
3) Length of course is shown as 6 weeks. The length is 8 weeks for the shorter, not the regular academic, courses. https://studentservices.ncsu.edu/calendars/academic/#fall

pjharrie - 06/29/2017 - What happens if the Trump Administration does away with Sarbanes-Oxley in addition to Dodd-Frank? Removed reference to Sarbanes-Oxley.

mlnosbis 7/27/2017: The evaluation methods should use the same weight or point value on both the syllabus and CIM form. The syllabus lists point values, while the CIM form lists percentages. Choose one method and use that in both places. Everything else has been addressed.

ABGS Reviewer Comments:
-The courses are closely related but I like the way they divided them up into 8 week modules, instead of one 4-credit course which could have been overwhelming for the students and the instructor.
krawczyk (Wed, 04 Jan 2017 12:34:28 GMT): Rollback: Changes as discussed
sgallen (Tue, 14 Feb 2017 19:58:54 GMT): Rollback: Needs revisions
krawczyk (Wed, 12 Apr 2017 17:49:10 GMT): Rollback: As discussed
mlnosbis (Thu, 24 Aug 2017 18:14:37 GMT): Syllabus updated as suggested by ABGS
Key: 11222