Prof’s Passion For Teaching Tax Is Contagious

Thursday October 2, 2014

For tax professor Courtney Edwards(PhD ’05), it’s always been all about the students.

First, it was the students she mentored as a teaching assistant while she was getting her master’s degree in accounting at the University of Virginia.

Later, when she was working for Arthur Andersen LLP in Atlanta, it was the new staff members she trained, taking time from her proscribed duties.

“I found myself wanting to do a lot more of that teaching – more than I probably needed to be doing in light of my client work,” she said. “That was my revelation.”

Edwards spent five years at Arthur Andersen before she came to UNC Kenan-Flagler to get her PhD in accounting.

And even while working toward her PhD, she again took on the role of teacher, getting so wrapped up in it that she joined the faculty in 2004 – even before she finished her dissertation. “But I got it done,” she laughed.

Now in her tenth year at UNC Kenan-Flagler, Edwards specializes in taxation. She teaches in the Master of Accounting (MAC) Program and Undergraduate Business Program.

Edwards has twice won the prestigious Weatherspoon Award for teaching in the MAC Program – in 2007 and 2014 – a testament to her abilities to transform tax law and policy into a subject that students not only understand, but come to enjoy.

“She makes tax accessible and manageable, even for the least tax-minded among us,” a student wrote when nominating Edwards for the Weatherspoon Award. “She’s just an excellent, clear instructor whose passion for the subject is infectious.”

That passion began when she took an introductory undergraduate tax course. Edwards enjoyed thinking and learning about tax. “I was drawn to tax right away – not only because of its universal importance and relevance, but also because the subject matter was inherently interesting to me.”

“I tell my students that doing a tax return can have the appeal and satisfaction of a Sudoku or crossword puzzle,” she said. “You apply a set of sometimes complex rules to a set of sometimes complicated facts and circumstances to come up with the best and most correct end result. It’s a pretty satisfying process.”

Students credit Edwards’ ability to teach “a topic most of the MAC class was dreading” – and to teach it well.

“I think some students are a little intimidated by tax in coming in the door,” Edwards said. “But most of the time, I think they figure out their fear was misplaced. In fact, there are always a few students who end up changing to the tax track after their first tax course.”

“Courtney is very serious about her students mastering technical tax material,” said Doug Shackelford, dean and Meade H. Willis Distinguished Professor of Taxation. “She makes them work. She teaches very technical, difficult material. She’s very sharp and very humble.”

“She pours herself into teaching the very best she can,” said John Hand, the H. Allen Distinguished Professor of Accounting. “Courtney is a wonderful team player focused on the mission of the MAC Program.”

Edwards also incorporates real-world examples from her time at Arthur Andersen into her classes, Hand said. And that perspective also helps her mentor students.

“Courtney is the tax guru,” said Jana Raedy, associate dean of the MAC Program and the Ernst & Young Scholar. “She is a true mentor to our students on the tax track. She teaches lots of tax courses and teaches them really well. She interacts extensively with them, molding them into tax professionals.”

“I have a pretty good understanding of the world they’re headed into,” Edwards said.

She enjoys using that experience to help students figure out where they want to be. Plus, she says, “real-world experience can also inform. If we know that real companies are dealing with these issues, it makes them all the more relevant.”

As she teaches the rules of tax law, for example, she’ll pull in context of the political processes that led to the law. “As opposed to just ‘here’s another rule, and here’s another rule,’ it’s more explaining why we have these weird rules,” she said. “That makes it interesting from a big picture perspective, rather than just working through the details of the tax law itself.”

An expert in her field with three degrees under her belt, Edwards admits that she sometimes forgets how it feels to hear about all of these complicated laws and rules for the first time.

“But I do my best to try and give it some meaning and to interpret it in a way that makes it manageable to understand,” she said. “I never succeed fully, but that’s why I come back to try it again the next time.”

And in her efforts to do so, Edwards continuously goes above and beyond, inside and outside the classroom, students said. “Her energy and enthusiasm while teaching radiates throughout the class,” one wrote, “and her willingness to help students and staff is seemingly unending.”

Even so, Edwards equally cherishes the out-of-class experiences. She serves as faculty adviser for an undergraduate competition and leads a group of volunteers through Volunteer Income Tax Assistance (VITA) clinics, where they donate time to help people fill out their income tax returns.

“I really am amazed that they work so hard,” Edwards said of her students. “This is in addition to what they’re doing in the classroom, so it makes me want to do better, to do a good job, to enrich my classes and give them what they pay for.”

From time to time, Edwards said, students will ask her if there’s something else she’s working toward, someplace else she’d rather be.

“And I tell them, ‘what else would you rather be doing than working here on the faculty of a great university?’” she said. “Doesn’t everybody want my job?”