Gather necessary onboarding documents from the Tax Partner
2
Create a new employee profile for the Tax Partner in the HR system
3
Set up work email and IT systems access for the Tax Partner
4
Send welcome email to the Tax Partner with all necessary information and onboarding schedule
5
Arrange meet and greet session with the team
6
Provide Tax Partner with necessary training materials
7
Assign a hiring manager to guide the Tax Partner through the onboarding journey
8
Schedule necessary tax-related trainings
9
Enroll Tax Partner in the firm's benefits and compensation plans
10
Arrange workstation and necessary devices for the Tax Partner with IT department
11
Review and sign non-disclosure agreement
12
Approval: HR Manager
13
Provide Tax Partner with workflow and procedures necessary for his/her role
14
Introduce Tax Partner to main clients and stakeholders
15
Review and sign code of conduct document
16
Approval: Compliance Officer
17
Schedule job shadowing with an experienced partner
18
Arrange first week schedule for the Tax Partner
19
Conduct end-of-the-week check-in to see if the Tax Partner has any queries
20
Approval: Hiring Manager
Gather necessary onboarding documents from the Tax Partner
This task involves collecting all the required documents from the Tax Partner for the onboarding process. It is crucial to gather these documents as they are essential for setting up the Tax Partner's profile and ensuring compliance with legal requirements. The documents may include identification proof, tax certifications, educational certificates, and any other relevant paperwork. Make sure to communicate the importance of submitting these documents promptly and securely. If the Tax Partner faces any challenges or has questions regarding the required documents, provide them with appropriate support and guidance. Ensure the documents are stored securely and in compliance with the company's data protection policies and regulations.
Create a new employee profile for the Tax Partner in the HR system
In this task, you will create a new employee profile for the Tax Partner in the HR system. This profile will serve as an essential record for managing the Tax Partner's employment within the company. Ensure that all relevant information is accurately entered into the HR system, including personal details, employment details, and emergency contact information. If you encounter any challenges or require additional information from the Tax Partner, communicate effectively to resolve any issues promptly. Double-check the accuracy of the profile before proceeding to avoid any discrepancies or errors in payroll and benefits administration.
Set up work email and IT systems access for the Tax Partner
This task involves setting up a work email address and granting the Tax Partner access to the necessary IT systems. A work email will enable effective communication within the organization, while IT system access will ensure the Tax Partner can perform their job responsibilities efficiently. Ensure that the email address follows the company's naming convention and provide the Tax Partner with login credentials. Set up access to relevant systems, such as project management tools, tax software, and other tools specific to the Tax Partner's role. If any access or login issues arise, liaise with the IT department to resolve them promptly and communicate the necessary information to the Tax Partner.
Send welcome email to the Tax Partner with all necessary information and onboarding schedule
Compose a warm and friendly welcome email for the Tax Partner, providing them with all the necessary information and an onboarding schedule. This will help them feel welcomed and prepared for their new role. Make sure to include details about the first-day activities, introductions to key team members, and any additional information they may need.
Arrange meet and greet session with the team
Coordinate a meet and greet session for the Tax Partner to introduce them to the team members. This will help build relationships, foster collaboration, and create a positive working environment. Select a suitable date and time for the session and provide a brief overview of the agenda to the Tax Partner.
Provide Tax Partner with necessary training materials
Equip the Tax Partner with the required training materials to familiarize them with the company's policies, procedures, and best practices. This will enable them to perform their duties efficiently and align with the company's standards. Ensure the training materials are comprehensive, easily accessible, and include interactive elements for better engagement.
Assign a hiring manager to guide the Tax Partner through the onboarding journey
Appoint a dedicated hiring manager to serve as the main point of contact for the Tax Partner during the onboarding process. The hiring manager will provide guidance, answer queries, and assist the Tax Partner in adjusting to the new work environment. Make sure to assign someone who is knowledgeable and approachable.
Schedule necessary tax-related trainings
Arrange and schedule tax-related trainings for the Tax Partner to enhance their knowledge and skills in this area. This will help them become familiar with the firm's tax processes, regulations, and client requirements. Provide clear instructions on how to access the trainings and any prerequisites that need to be completed before attending.
Enroll Tax Partner in the firm's benefits and compensation plans
Initiate the enrollment process for the Tax Partner in the firm's benefits and compensation plans. This will ensure they receive the necessary benefits and compensation as part of their employment package. Collect all the required information and provide instructions on how to complete the enrollment process.
Arrange workstation and necessary devices for the Tax Partner with IT department
Coordinate with the IT department to set up a workstation for the Tax Partner that includes all the necessary devices and equipment. Ensure the workstation is properly configured and ready for the Tax Partner to start working. Provide clear instructions on how to access the workstation and any additional requirements.
1
Computer/Laptop
2
Monitor
3
Keyboard
4
Mouse
5
Printer
Review and sign non-disclosure agreement
Ask the Tax Partner to review and sign a non-disclosure agreement to maintain confidentiality and protect sensitive information. Provide them with a copy of the agreement and any necessary guidelines or explanations to ensure they understand its scope and importance.
Approval: HR Manager
Will be submitted for approval:
Create a new employee profile for the Tax Partner in the HR system
Will be submitted
Provide Tax Partner with workflow and procedures necessary for his/her role
Share the workflows and procedures relevant to the Tax Partner's role to provide them with a clear understanding of their responsibilities, tasks, and expectations. The workflows will guide them through various processes and help them deliver high-quality work. Ensure the materials are accessible and provide instructions on how to navigate them effectively.
Introduce Tax Partner to main clients and stakeholders
Arrange introductory meetings for the Tax Partner with the main clients and stakeholders they will be working with. This will establish relationships, build trust, and ensure effective collaboration. Provide information about each client or stakeholder and their roles to facilitate meaningful interactions.
Review and sign code of conduct document
Request the Tax Partner to review and sign a code of conduct document to ensure adherence to ethical and professional standards. Share the document along with any relevant guidelines or explanations to ensure a clear understanding of expectations.
Approval: Compliance Officer
Will be submitted for approval:
Review and sign non-disclosure agreement
Will be submitted
Schedule job shadowing with an experienced partner
Arrange a job shadowing opportunity for the Tax Partner to observe and learn from an experienced partner in the firm. This will help them gain practical insights, understand the firm's culture, and learn best practices. Schedule a suitable date and time for the job shadowing session and provide details about the partner they will be shadowing.
Arrange first week schedule for the Tax Partner
Design a well-structured first-week schedule for the Tax Partner that outlines their activities, meetings, and tasks. This will help them navigate their initial days smoothly and efficiently. Compile a detailed schedule and provide relevant instructions or reminders for each activity or task.
Conduct end-of-the-week check-in to see if the Tax Partner has any queries
Organize a brief check-in meeting with the Tax Partner at the end of their first week to ensure they have settled in smoothly and address any questions or concerns they may have. This will help build rapport and address any issues early on, ensuring a positive onboarding experience for the Tax Partner.
Approval: Hiring Manager
Will be submitted for approval:
Assign a hiring manager to guide the Tax Partner through the onboarding journey
