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Tax School

Series
Building Careers
Session 5

Tax School Series

th
a
P
r
You

Session 1
The Right Start
Planning,
Staffing,
Training, and
Building
Curriculum

t
to S

g
n
i
f
f
a

Session 2
Getting the
Word Out
Marketing,
Generating
Leads, and
Entering Leads
into Employee
Education

for

aS

ssf
e
c
uc

son
a
e
xS
a
T
ul

Session 3
Filling Classes
Recruiting and
Converting
Leads into
Students

Session 4
Sharing and
Building
Knowledge
Delivering
Content

Session 5
Building
Careers
Communicating
Employment
Opportunities,
Evaluating
Student
Performance &
Student to
Employee Hiring
Process

Objectives
By the end of this session, youll
know how to :
Review Tax School goals and
staffing needs
Understand the Student to
Employee hiring process
Evaluate students, Instructors,
and classes to ensure a
successful Tax School
Know if you are meeting your
staffing needs
Use the Employee Education and
Employee Information eServices
to manage the hiring process

Operate Your Tax School


Business Center
Whats New
Tax School - By Task and By
Role
Tax School Tools
eServices for Tax School
Tax School Reports
JH Learning Center Links
Tax School A - Z

JH Learning Center

Know Your Goals


Identify your Tax Season
goals:
How many tax returns you
plan to prepare next year
How many Tax Preparers
you need to prepare those
tax returns
How many experienced
Tax Preparers are
interested in returning

Identify your Tax School


goals:
How many Tax School
students you need to
complete the course
How many Tax School
students you need to enroll
How many Tax School
leads you need to generate

Determining Preparer Needs


Sample
Template

Goal Summary

Budgeted Returns
3000
Total Preparers Needed
24
Returning Preparers
11
New Preparers Needed
13
Daytime Preparers
Evening Preparers

Registration Goal
Inquiries Goal

7
4

65
650

Preparers Needed

Total # of New/Day Preparers


Total # of New/Evening Preparers
Additional Positions
Other Considerations

Staffing Needs Analysis

The Student to Employee


Hiring Process
Step 1:
Step 2:
Step 3:
Step 4:
Step 5:
Step 6:

Student registers for class


Student attends class, prepares
homework, and takes assessments
Student learns potential
employment opportunities
Student expresses interest in
employment opportunities
Student is evaluated to determine
suitability for potential employment
opportunities
Student is interviewed and, if
qualified, offered a position

Step 1: Student Registers for Class


Tools/Resources:
Tax School Kick-Off Training: Session
Employee Education Job Aid: Registering
Students
Student Package
Basic Income Tax Course Online and Computerized
Getting Started Guide
Registration Recap Letter (Employee Education)
Welcome Letter (Template on OYTSBC)
Class/Lab Schedule
Basic Income Tax Course Participants Guide

Step 2: Student attends class,


prepares homework, and takes
assessments
Tools/Resources:
JH Learning Center
Reports
Training/Job Aids

Employee Education eService

JH Learning Center Student Progress


(By Individual Student)
Type of Views:
-Started Courses

-Completed Courses - Development Plan

JH Learning Center Student Progress


(By Individual Student/Course)

Type of Views:

- Compliance Report (All Views)

- Development Plan

JH Learning Center
Training/Job Aids:
Running Reports on the Learning Center
Module
Tax School Reporting Job Aids
Courses Started but Not Completed Job Aid
Course Scores Report Job Aid
Mandatory Courses Report Job Aid

Employee Education Student Progress

Step 3: Student Learns Potential


Employment Opportunities
Tools/Resources:
In-Class Recruiting Presentation User Guide
First Visit (2nd or 3rd Week)
Second Visit (9th or 10th Week)

In-Class Recruiting Presentation

Step 4: Student Expresses Interest


in Employment Opportunities
Tools/Resources:
Employee Education eService
Tax School Dashboard
Employment Applications

Employee Education Student Interested in


Employment Opportunities

Tax School Dashboard

Step 5: Student is Evaluated to


Determine Suitability for Potential
Employment Opportunities
Tools/Resources:
Employee Education eService
Evaluate
Recommend

JH Learning Center - Evaluate


Tax School Dashboard - Monitor

Employee Education - Evaluate


Views:
- Attendance & Grading Tab

- Evaluation Tab

Employee Education
Recommend the Student

Tax School Dashboard

Step 6: Student is interviewed and,


if qualified, is offered a position
Tools/Resources:
Employee Education eService
Employee Information eService
JH Learning Center

Employee Information Hire a Student


Employee Education eService - Student has expressed
interest in employment opportunities and has been rated
by their instructor.

Employee Information Hire a Student

Employee Information Hire a Student

Employee Information Hire a Student

Employee Information Development Plans

Evaluating Instructors and


Classes

Why evaluate Instructors?

When to evaluate Instructors?

Evaluate the Instructor


Tools/Resources:
In-Progress Evaluation Form
Student Feedback

Instructor Evaluation Form


Tax School Dashboard

Why evaluate the Class?

When to evaluate the Class?

Evaluate the Class


Tools/Resources:
JH Learning Center/Taxschool.com - Survey
In-Progress Evaluation Form
Student Feedback

Tax School Dashboard

Tools

Determining Preparer Needs worksheet


Goal Summary
Tax School Dashboard
Staffing Needs Analysis

Goal Summary

Budgeted Returns
Preparers Needed
Returning Preparers
New Preparers

Registration Goal
Inquiries Goal

3000
24
11
13
65
650

Tax School Dashboard

Staffing Readiness Chart

Summary
By now, you should know how to :
Review Tax School goals and staffing needs
Understand the Student to Employee hiring
process
Evaluate students, Instructors and classes to
ensure a successful Tax School
Know if you are meeting your staffing needs
Use the Employee Education and Employee
Information eServices to manage the hiring
process

Location Settings

Dont miss the live Tax School Q&A


eSession which features.
Hear from a Peer
Subject Matter Experts
Open Q&A Session

Any questions?
Taxschool@jtax.com