Templates
Employee Onboarding
Tax Director Onboarding
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Tax Director Onboarding

1
Assign company email and system logins
2
Introduction to the company's tax strategy and policies
3
Provide detailed job description and responsibilities
4
Arrange meeting with finance department
5
Introduction to company's tax software and technology
6
Training on tax reporting procedures
7
Review company's recent tax filings
8
Begin tax risk assessment training
9
Provide list of key contacts
10
Arrange meeting with external tax advisors
11
Introduction to the company's overall financial strategy
12
Review previous tax audits and their outcomes
13
Approval: Review previous tax audits and their outcomes
14
Training on company's tax minimisation strategies
15
Training on tax compliance regulations
16
Overview of company business model and structure
17
Approval: Overview of company business model and structure
18
Assign a mentor for first few weeks
19
Set goals for the first month
20
Schedule weekly catch up with the Finance head