Arrange introduction to the International Tax Team
3
Provide company policy manual, focusing on tax strategies and guidelines
4
Organize training on the company's tax management software
5
Set immediate objectives and KPIs for the new International Tax Manager
6
Approval: Objectives and KPIs
7
Arrange meeting with Financial team to understand the company's finances
8
Provide comprehensive overview of company's international operations
9
Familiarize with the company’s international tax strategies and procedures
10
Enroll for relevant training on international tax laws and guidelines
11
Set meeting with the legal team for understanding of potential tax risks
12
Provide list of outsourced consultants and agencies
13
Introduce to frequent contacts in foreign tax bodies
14
Provide archive access to previous international tax returns
15
Meet with C-suite executives for company’s vision briefing
16
Approval: CEO
17
Set up monthly performance review schedules
18
Provide overview of ongoing international tax projects
19
Assign initial project tasks
20
Review company’s tax dispute histories
Provide company email and system access
Please provide the new International Tax Manager with company email address and system access. This will enable them to communicate and access necessary documents and resources. Ensure that the email and access credentials are accurate and functioning properly. If any issues arise, contact the IT department for assistance.
Arrange introduction to the International Tax Team
Introduce the new International Tax Manager to the existing International Tax Team. This will facilitate collaboration and establish important professional connections. Schedule a meeting or provide contact details of team members, allowing for smooth and efficient communication. Foster a welcoming and supportive atmosphere to promote team cohesion and morale.
Provide company policy manual, focusing on tax strategies and guidelines
Share the company policy manual with a specific focus on tax strategies and guidelines. This manual will serve as a valuable resource for the International Tax Manager, providing them with a comprehensive understanding of the company's approach to taxation. Ensure that the manual is easily accessible and organized in a user-friendly format.
Organize training on the company's tax management software
Arrange training sessions to familiarize the new International Tax Manager with the company's tax management software. This training will equip them with the necessary skills to efficiently navigate and utilize the software. Coordinate with the IT department or designated trainers to schedule the training sessions and ensure availability of necessary resources.
Set immediate objectives and KPIs for the new International Tax Manager
Establish clear and measurable objectives, as well as key performance indicators (KPIs), for the new International Tax Manager. These objectives and KPIs will provide a roadmap for their initial performance and progress assessment. Collaborate with relevant stakeholders to determine realistic and achievable goals, aligning them with the overall departmental and organizational objectives.
Approval: Objectives and KPIs
Will be submitted for approval:
Set immediate objectives and KPIs for the new International Tax Manager
Will be submitted
Arrange meeting with Financial team to understand the company's finances
Schedule a meeting between the new International Tax Manager and the Financial team. This meeting will facilitate a comprehensive understanding of the company's finances, allowing the International Tax Manager to effectively align the international tax strategies with the financial goals and objectives of the organization. Ensure all necessary financial documentation and reports are available for reference during the meeting.
Provide comprehensive overview of company's international operations
Supply the new International Tax Manager with a comprehensive overview of the company's international operations. This overview will provide valuable insights into the company's global footprint, including locations, subsidiaries, and activities. Ensure the overview includes relevant documentation, such as organizational charts and International Business Units (IBU) structure, to aid in understanding the international landscape of the organization.
Familiarize with the company’s international tax strategies and procedures
Enable the new International Tax Manager to become acquainted with the company’s international tax strategies and procedures. This familiarity will empower them to align their work and decision-making processes with the established strategies. Share relevant documentation, such as tax strategy reports and internal guidelines, to facilitate a comprehensive understanding of the company's approach to international taxation.
Enroll for relevant training on international tax laws and guidelines
Encourage the new International Tax Manager to enroll in relevant training programs focused on international tax laws and guidelines. This training will enhance their knowledge and proficiency in managing international tax matters effectively and in compliance with applicable laws. Provide information on reputable training providers and accessible training resources.
1
Tax Academy
2
International Tax Institute
3
Global Tax Training
Set meeting with the legal team for understanding of potential tax risks
Facilitate a meeting between the new International Tax Manager and the legal team to gain insights into potential tax risks. This collaboration will help identify any legal concerns or challenges associated with international tax matters. Provide access to relevant legal documentation and reports, enabling a comprehensive understanding of legal parameters and industry best practices.
Provide list of outsourced consultants and agencies
Share a comprehensive list of outsourced consultants and agencies that the company engages with for international tax matters. This list will serve as a valuable resource for the new International Tax Manager to collaborate with external experts and professionals when necessary. Include contact information and areas of expertise for each consultant or agency.
Introduce to frequent contacts in foreign tax bodies
Introduce the new International Tax Manager to frequent contacts in foreign tax bodies, such as tax authorities or industry associations. These contacts will be valuable resources for the International Tax Manager to stay informed about international tax regulations and changes. Share contact details and recommend establishing regular communication channels with these contacts.
Provide archive access to previous international tax returns
Grant the new International Tax Manager access to the archives of previous international tax returns. This will provide valuable insights into the company's historical tax reporting and compliance practices. Ensure that the archives are well-organized and easily searchable, enabling efficient retrieval of relevant information or reference materials.
Meet with C-suite executives for company’s vision briefing
Arrange a meeting between the new International Tax Manager and the C-suite executives to provide a vision briefing. This meeting will shed light on the company's overarching strategic direction, goals, and objectives. Establish a clear line of communication, enabling the International Tax Manager to align tax strategies with the company's vision and contribute to overall organizational success.
Approval: CEO
Set up monthly performance review schedules
Establish a monthly performance review schedule for the new International Tax Manager. This regular review will allow for ongoing feedback and performance evaluation. Coordinate with relevant stakeholders to determine appropriate review criteria, timelines, and reporting mechanisms. Ensure that the performance review process aligns with the company's performance management framework.
Provide overview of ongoing international tax projects
Share an overview of ongoing international tax projects with the new International Tax Manager. This overview will enable them to understand the current initiatives, priorities, and timelines. Ensure that the overview includes relevant project documentation, key milestones, and stakeholder information to facilitate effective project management and collaboration.
Assign initial project tasks
Assign initial project tasks to the new International Tax Manager. These tasks will provide them with a hands-on opportunity to contribute to ongoing international tax projects. Collaborate with project managers and team leaders to determine suitable tasks that align with the International Tax Manager's expertise and capabilities.
Review company’s tax dispute histories
Conduct a comprehensive review of the company's tax dispute histories with the new International Tax Manager. This review will enhance their understanding of past tax-related disputes, challenges, and resolutions. Share relevant documentation, such as tax dispute reports and legal correspondence, to provide insights into the company's tax dispute management practices.
