Provide an introduction to the team and company culture
Provide the new hire with ID badges and necessary access cards
Setup necessary IT tools and software
Provide a detailed job description and expectations
Engage the new hire in a tax preparation training program
Introduce to the Tax preparation software used
Explain the company’s privacy policy
Review client confidentiality requirements
Teach about different forms used for tax preparation
Approval: Review of job description and expectations
Assign the new hire a mentor
Understanding laws, regulations and ethical guidelines
Getting familiar with the company's document management system
Understanding the company's customer service policy
Shadow experienced Tax Preparers for practical learning
Approval: Understanding of the company's policies and ethos
Discuss performance standards and evaluation processes
Review the code of conduct policies
Assign practical task for the new hire to try independently
Approval: Manager of completion of onboarding process
