Set up meetings with relevant teams (legal, estate planning etc.)
18
Reviewing case files of existing clients
19
Setup initial one-on-one meetings with direct manager
20
Feedback session with HR on onboarding experience
Initial HR orientation session
In this task, the new Trust Tax Specialist will attend an orientation session led by the HR team. The purpose of this session is to introduce the specialist to the company culture, policies, and benefits. It will also provide an opportunity to ask any initial questions and ensure a smooth onboarding process. Have you attended the HR orientation session?
1
Yes
2
No
Complete paperwork for employment
Congratulations on joining the team! To formally onboard you as a Trust Tax Specialist, we need you to complete the necessary paperwork for employment. This includes filling out forms for payroll, benefits, and tax purposes. By completing this task, you will ensure that all your employment information is accurate and up to date, which will help ensure a smooth onboarding process for you.
Provide introduction to Tax department and coworkers
We believe that a warm welcome is key to a successful onboarding experience. In this task, you will be introduced to the Tax department and your new coworkers. This will allow you to start building relationships and understanding the dynamics of the team. By completing this task, you will feel more connected and supported as you begin your journey as a Trust Tax Specialist.
Familiarize with Trust Tax Specialist role responsibilities
To excel in your role as a Trust Tax Specialist, it is important to have a clear understanding of your responsibilities. In this task, you will familiarize yourself with the Trust Tax Specialist role responsibilities. This will include understanding the tasks and duties associated with the role, as well as the expected outcomes. By completing this task, you will be well-equipped to perform your duties effectively and contribute to the success of the team.
Review Trust department policies and procedures
In order to ensure compliance and consistency, it is essential to be familiar with the Trust department's policies and procedures. In this task, you will review the Trust department's policies and procedures. This will help you understand the guidelines and standards that govern the department's operations. By completing this task, you will be able to adhere to the department's policies and procedures, ensuring a smooth workflow and maintaining high quality standards.
1
Code of Conduct
2
Workplace Safety Policy
3
Confidentiality Policy
4
Work Hours and Attendance Policy
5
Leave and Time Off Policy
Review Federal and State tax laws
As a Trust Tax Specialist, it is crucial to have a comprehensive understanding of Federal and State tax laws. In this task, you will review the Federal and State tax laws relevant to your role. This knowledge will enable you to provide accurate and compliant tax advice and services to clients. By completing this task, you will have a solid foundation of tax laws and regulations, ensuring the highest level of service.
Approval: Supervisor for understanding on tax laws
Will be submitted for approval:
Review Federal and State tax laws
Will be submitted
Training on tax specific company software
To effectively perform your role as a Trust Tax Specialist, you will need to be proficient in the tax-specific company software. In this task, you will receive training on the tax-specific company software, including its functionalities and features. By completing this task, you will be able to navigate and utilize the software efficiently, saving time and enhancing productivity.
Complete cybersecurity and data privacy training
Protecting client data and maintaining cybersecurity is a top priority for our organization. In this task, you will complete cybersecurity and data privacy training. This training will provide you with essential knowledge and best practices for ensuring data security and privacy. By completing this task, you will contribute to upholding our commitment to the highest standards of data protection and confidentiality.
Orientation on handling confidential client information
As a Trust Tax Specialist, you will have access to confidential client information. In this task, you will receive orientation on handling confidential client information. This will include guidelines on data security, privacy, and confidentiality. By completing this task, you will understand the importance of safeguarding client information and be better equipped to handle it responsibly and ethically.
1
Client data security guidelines
2
Confidentiality agreement
3
Ethical guidelines
4
Handling sensitive information best practices
5
Incident reporting procedure
Approval: IT Department on completed cybersecurity and privacy training
Will be submitted for approval:
Complete cybersecurity and data privacy training
Will be submitted
Distribute assets needed for role (office space, laptop, etc.)
To perform your role effectively, you will need certain assets. In this task, you will be provided with the assets necessary for your role as a Trust Tax Specialist. This may include office space, a laptop, necessary software, or other resources. By completing this task, you will have all the tools and equipment needed to fulfill your responsibilities.
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Office space
2
Laptop
3
Software
4
Access card
5
Printer
Attend training sessions on performance and expectation management
Continuous learning and development are vital for professional growth. In this task, you will attend training sessions on performance and expectation management. These sessions will provide you with valuable insights and strategies to meet and exceed performance expectations. By completing this task, you will be equipped with the necessary knowledge and skills to thrive in your role as a Trust Tax Specialist.
Tracking key performance indicators (KPIs) is essential for evaluating and improving performance. In this task, you will understand the key performance indicator (KPI) tracking methods specific to your role as a Trust Tax Specialist. This knowledge will enable you to effectively measure your performance and identify areas for improvement. By completing this task, you will have a clear understanding of how your performance will be assessed and how you can achieve success.
1
Metric-based tracking
2
Goal-oriented tracking
3
Relative performance tracking
4
Customer satisfaction tracking
5
Efficiency and productivity tracking
Job shadow senior Trust tax specialist
To accelerate your learning and gain valuable insights, you will have the opportunity to job shadow a senior Trust Tax Specialist. In this task, you will shadow a senior Trust Tax Specialist, observing their day-to-day tasks and interactions with clients. By completing this task, you will gain firsthand experience and knowledge that will enhance your skills and understanding of the role.
Approval: Supervisor on job shadowing reflections
Will be submitted for approval:
Job shadow senior Trust tax specialist
Will be submitted
Set up meetings with relevant teams (legal, estate planning etc.)
Collaboration and cross-functional communication are crucial in the Trust Tax Specialist role. In this task, you will set up meetings with relevant teams such as Legal and Estate Planning. These meetings will foster strong working relationships and ensure a smooth flow of information and cooperation. By completing this task, you will establish connections with key teams, allowing for effective collaboration and delivery of excellent client service.
1
Legal
2
Estate Planning
3
Client Relationship
4
Accounting
5
IT
Reviewing case files of existing clients
To gain a comprehensive understanding of client needs and requirements, it is essential to review case files of existing clients. In this task, you will review the case files of existing clients, familiarizing yourself with their specific situations and tax requirements. By completing this task, you will be well-prepared to provide accurate and personalized tax advice and services to clients, ensuring their satisfaction and trust.
1
Client A
2
Client B
3
Client C
4
Client D
5
Client E
Setup initial one-on-one meetings with direct manager
Building a strong relationship with your direct manager is crucial for ongoing support and professional development. In this task, you will set up initial one-on-one meetings with your direct manager. These meetings will allow for open communication, goal setting, and feedback. By completing this task, you will establish a positive working relationship with your direct manager, ensuring a productive and fulfilling working experience.
Feedback session with HR on onboarding experience
As part of our commitment to continuous improvement, we value your feedback on the onboarding experience. In this task, you will have a feedback session with HR to share your thoughts and suggestions on the onboarding process. By completing this task, you will contribute to enhancing the onboarding experience for future Trust Tax Specialists, ensuring a seamless transition into the role.
