Introduce to dedicated tax software and other related applications
7
Train on usage of tax return preparation software
8
Approval: IT and software training
9
Provide introduction to company tax return policies
10
Train on company specific procedures for tax consulting
11
Assign a mentor for initial weeks
12
Share a list of contacts for future queries/support
13
Provide a list of ongoing client cases
14
Approval: Manager for client case assignment
15
Undertake a small client case under mentor supervision
16
Feedback and suggestion session with mentor after first case
17
Approval: Mentor's feedback
18
If feedback is positive, assign independent tasks
19
Continuous learning opportunities and sessions related to tax laws
Share the company policy and Code of Conduct
Provide the new tax consultant with a copy of the company policy and Code of Conduct. This will help them understand the expectations and values of the company. It is important for them to read and familiarize themselves with these documents before starting their work. The desired result is for the tax consultant to have a clear understanding of the company's policies and how they should conduct themselves in their role.
Provide a tour around the office
Take the new tax consultant on a tour around the office to familiarize them with the different departments and facilities. This will help them navigate the office and feel more comfortable in their new environment. The desired result is for the tax consultant to feel welcomed and have a good understanding of the office layout.
Team introduction and meeting
Introduce the new tax consultant to the rest of the team. This can be done through a team meeting or individually introducing them to each team member. This will help the tax consultant build relationships with their colleagues and feel like a part of the team. The desired result is for the tax consultant to feel welcomed and connected to the team.
Provide necessary software and IT setup
Set up the new tax consultant's computer and install all the necessary software required for their role. This includes tax preparation software, communication tools, and other relevant applications. The desired result is for the tax consultant to have a fully functional and ready-to-use computer setup.
Create company email and access to shared drives
Create a company email address for the new tax consultant and provide them with access to the shared drives where relevant documents and resources are stored. This will enable them to communicate with clients and access important information easily. The desired result is for the tax consultant to have their own company email address and access to necessary shared drives.
Introduce to dedicated tax software and other related applications
Introduce the new tax consultant to the dedicated tax software and other related applications that they will be using for their work. This will help them become familiar with the tools and understand how to use them effectively. The desired result is for the tax consultant to be comfortable and proficient in using the tax software and related applications.
Train on usage of tax return preparation software
Provide training to the new tax consultant on how to use the tax return preparation software. This training can be in the form of a demonstration, hands-on practice, or a combination of both. The desired result is for the tax consultant to be able to navigate and utilize the tax return preparation software effectively.
Approval: IT and software training
Will be submitted for approval:
Provide necessary software and IT setup
Will be submitted
Provide introduction to company tax return policies
Give an overview of the company's tax return policies to the new tax consultant. This includes explaining the company's approach, guidelines, and any specific requirements or procedures to follow. The desired result is for the tax consultant to have a clear understanding of the company's tax return policies.
Train on company specific procedures for tax consulting
Provide detailed training to the new tax consultant on the company's specific procedures for tax consulting. This can include step-by-step instructions, case studies, or practical exercises. The desired result is for the tax consultant to be knowledgeable and proficient in following the company's procedures for tax consulting.
Assign a mentor for initial weeks
Assign a mentor to the new tax consultant for the initial weeks of their onboarding. The mentor will provide guidance, answer questions, and offer support as the tax consultant gets acquainted with their role. The desired result is for the tax consultant to have a dedicated mentor who can assist them during the early stages of their onboarding.
Share a list of contacts for future queries/support
Share a list of contacts with the new tax consultant who can be approached for queries or support in the future. This list should include relevant team members, supervisors, and other contacts within the company. The desired result is for the tax consultant to have a readily accessible list of people to reach out to when needed.
1
Team members
2
Supervisors
3
HR department
4
IT support
5
Administrative staff
Provide a list of ongoing client cases
Provide the new tax consultant with a list of ongoing client cases that they will be working on. This will help them understand the current projects and tasks they need to focus on. The desired result is for the tax consultant to have a clear overview of the ongoing client cases and their responsibilities.
Approval: Manager for client case assignment
Will be submitted for approval:
Provide a list of ongoing client cases
Will be submitted
Undertake a small client case under mentor supervision
Assign a small client case to the new tax consultant and provide mentor supervision throughout the process. This will give the tax consultant an opportunity to apply their knowledge and skills in a real client scenario while receiving guidance and feedback from their mentor. The desired result is for the tax consultant to successfully handle a small client case with mentor support.
Feedback and suggestion session with mentor after first case
Arrange a feedback and suggestion session with the mentor and the new tax consultant after completing the first client case. During this session, both parties can discuss the experience, areas of improvement, and any suggestions for enhancing performance. The desired result is to provide constructive feedback and guidance to the tax consultant to help them grow in their role.
Approval: Mentor's feedback
Will be submitted for approval:
Undertake a small client case under mentor supervision
Will be submitted
If feedback is positive, assign independent tasks
If the feedback received after the first client case is positive, assign independent tasks to the tax consultant. These tasks should be suitable for their skill level and provide opportunities for growth and development. The desired result is for the tax consultant to successfully handle independent tasks and demonstrate their ability to work autonomously.
Continuous learning opportunities and sessions related to tax laws
Provide continuous learning opportunities and sessions to the tax consultant related to tax laws. This can include training sessions, webinars, or access to learning resources. The desired result is for the tax consultant to stay updated with the latest tax laws and regulations to effectively serve clients.
