Templates
Wealth Management
Trust Tax Specialist Onboarding
๐Ÿ”‘

Trust Tax Specialist Onboarding

1
Initial HR orientation session
2
Complete paperwork for employment
3
Provide introduction to Tax department and coworkers
4
Familiarize with Trust Tax Specialist role responsibilities
5
Review Trust department policies and procedures
6
Review Federal and State tax laws
7
Approval: Supervisor for understanding on tax laws
8
Training on tax specific company software
9
Complete cybersecurity and data privacy training
10
Orientation on handling confidential client information
11
Approval: IT Department on completed cybersecurity and privacy training
12
Distribute assets needed for role (office space, laptop, etc.)
13
Attend training sessions on performance and expectation management
14
Understand key performance indicator (KPI) tracking methods
15
Job shadow senior Trust tax specialist
16
Approval: Supervisor on job shadowing reflections
17
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