Tax Analytics and Technology

 

Graduate Certificate | Tax Analytics and Technology

Program Format:   
Entrance Exam: Not required

The Graduate Certificate in Tax Analytics and Technology is a credit program offered online by NC State's Poole College of Management. It requires 12 credit hours of coursework, delivered via 12 one-credit-hour courses. Students completing the program acquire knowledge and skills to extract, manipulate, analyze and summarize data to solve tax problems and opportunities and to effectively communicate actionable tax and business strategies to organizations. Each course is taught jointly by NC State faculty members, one an expert in tax, the other an information technology expert; each course includes practical tax applications and projects.

Eligibility

Participants must hold a bachelor’s or master’s degree. While an accounting degree is not required, applicants must have taken introductory or intermediate accounting and tax classes or have related work experience. All certificate coursework must be completed within 4 years of enrollment.

Cost

The cost of the program, for both North Carolina residents and non-residents, is $1,977 per course/credit hour. Thus the total cost of this 12-credit-hour online graduate program is $23,724.

Required Courses

Twelve courses are required. Each course carries one (1) academic credit hour.

ACC 560 - Tools for Tax Analytics

Units: 1

In this course we will teach the skills needed to identify many of the situations where the method of accounting for tax purposes for revenue and expense differs from that used in financial accounting. Focus will be placed on analyzing and outlining those differences in a concise and visual manner in order to assist upper management understand the tax implications of their operational and financial accounting decisions. To assist us in this, we will utilize analytic tools that are regarded as required knowledge by today's tax departments. After a brief review of basic analytics skills, we will focus on more advanced analytic tools which will be reinforced with tax-focused examples and assignments specifically to allow the student to apply these featured analytics topics in tax situations. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

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2019 Fall Term

ACC 561 - Database Management in Tax

Units: 1

In this course, we will teach the skills needed to understand and identify many aspects of the state income tax apportionment process. Focus will be placed on the calculations and analyses required to present the state and local tax information in such a manner as to assist upper management in the business-expansion decision-making process. The tax apportionment process requires a solid understanding of database management. To assist us in this, we will utilize database management tools that are considered required knowledge by today's tax departments. After a brief review of introductory database management topics, we will focus on more advanced database management topics which will be reinforced with tax-focused examples and assignments specifically created to allow students to see these featured database management topics when applied to tax scenarios. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

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2019 Spring Term 2019 Fall Term

ACC 562 - Forecasting Effective Tax Rates and Scenario Analysis - Introduction

Units: 1

In this course we will examine the different definitions of book income and taxable income with a focus on accounting for income taxes under ASC 740. Students will contrast the principles of conservatism reflected by generally accepted accounting principles and by the tax law. In addition, students will learn how to utilize regression analysis and scenario analysis to provide additional insights about these tax topics and to forecast future effective tax rates. Tax-focused examples and assignments created specifically to allow the student to apply regression analysis in tax situations will reinforce the technology covered in this course. In addition to utilizing regression analysis, this course will examine tax technical subjects to provide the student sufficient knowledge to complete the examples and assignments. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 563 - Forecasting Effective Tax Rates and Scenario Analysis - Advanced Application

Units: 1

In this course we will continue to examine the different definitions of book income and taxable income but the primary focus will be on examining tax disclosures in financial statements and gaining an understanding of how they can be used for financial statement analysis. We will also carry out regression and scenario analysis to provide additional insights into disclosed tax information. These types of insights are of significant benefit and often utilized in decision making by company management and financial analysts employed by investment funds. The skills learned will be reinforced with tax-focused examples and assignments created specifically to allow the student to apply regression and scenario analysis in tax situations. In addition to utilizing regression and scenario analysis, this course will examine tax technical subjects to provide the student sufficient knowledge to complete the examples and assignments. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 564 - Project Management and Process Documentation in Tax

Units: 1

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.

Offered in Fall Spring Summer

ACC 565 - Visual Analytics in Tax

Units: 1

We will teach visual analytics to enhance the value and quality of the tax information provided to decision makers in an organization. All aspects of tax including planning, tax provision work, compliance and controversy work will be covered. The focus will be on state and local nexus, sales and use taxes, and foreign bank account reporting [FBAR] requirements. Students will also learn to manipulate data into a visual front end so that those reviewing the data with the purpose of decision-making will have an easier time reading and interpreting the data analytics. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 566 - Database Management Applications in Tax

Units: 1

In this course, we will teach the skills needed to understand and identify more advanced aspects of the state income tax apportionment process, including combinations and consolidations. The student will gain knowledge in the areas of data query language, data definition language, and data manipulation language using structured query language. Students will learn more advanced tools to retrieve, define, store, and update state income tax data in a database management program. These tools will be reinforced with tax- focused examples and assignments specifically created to allow the student to see these featured topics when applied to tax scenarios. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 567 - Enterprise Resource Planning for Tax

Units: 1

In this course, we will teach Enterprise Resource Planning [ERP] concepts that will be useful to tax professionals to better understand the client's information environment and gauge how best to access needed client tax information. Students will learn about ERP systems and obtain hands-on experience with the financial accounting, asset accounting [AA], and plant maintenance [PM]1 courses in the SAP ERP system. ERP concepts will be reinforced with tax-focused examples and assignments including revisiting tax deduction material, as well as learning more about the Tangible Property and Repair Regulations. Credit will not be allowed for this course and for MBA 515. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 568 - Analysis of Unstructured Data in Tax

Units: 1

The objective of this course is to get insight into the analysis of unstructured data and gain an understanding of how to utilize it within a tax focused environment. Upon finishing the course, students will be able to extract tax related information from a collection of text documents. Also, students will be able to uncover concepts and themes that are concealed in those documents. There will also be a demonstration of traditional data mining techniques. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 569 - Advanced Visual Analytics in Tax

Units: 1

Visualization helps us see and understand the story the data tells us. In this course, students will be introduced to an interactive data visualization tool which allows users to select specific tax information and customize the format of visualization to assist in the management decision making process. Students will learn how to use this tools to increase the relevance and usefulness of tax data. The software will be used in specific tax-related applications, including foreign bank account reporting exposure and compliance, country by country reporting, state income tax exposure, compliance data and risk analysis. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 570 - Data Security and Warehousing in Tax

Units: 1

The course is focused on the importance of data security with respect to all financial data but specifically tax data. It also covers the area of tax data warehousing from the standpoint of the differing financial detail needs of a tax department and the benefits of utilizing a Cloud solution. Students will gain insight into data securing learning protection of networks and cryptography with emphasis on the data security in a tax focused environment. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

ACC 571 - Enterprise Resource Planning - Advanced Applications

Units: 1

In this course we will focus on extracting and manipulating data housed in an Enterprise Resource Planning system in order to address complex tax issues. The tax technical subjects to be covered include revisiting the tangible personal property regulations, the uniform capitalization rules as they apply to inventory, VAT taxes and the consolidated return rules. An undergraduate degree and basic tax and accounting knowledge required.

Offered in Fall Spring Summer

Entry Semester Application Deadlines and Details
SpringNovember 25, 2018
Summer 1March 25, 2019

Jennie Dirienzo

Program Coordinator and Professor of the Practice

Poole College of Management

919.515.6934
jtvallon@ncsu.edu

Scott Showalter

Program Coordinator and Professor of the Practice

Poole College of Management

919.513.0526
scott_showalter@ncsu.edu