This roadmap features possible training programmes tax associates can enroll in to upskill as part of the job redesign process. Training tracking templates are available to download and serve as a guide to help organisations monitor training progress.
Tech-enabled Tax Associate
|Skills Required||Training Programmes*||Check-in1||Milestones (Demonstration of skills)|
|Robotic Process Automation||Intermediate Robotic Process Automation||Completion of Robotic Process Automation 2 day training||Be able to carry out the exercises in the training independently.|
|On-the-job training: Supervisor walkthrough on existing scripts||Post-walkthrough||Be able to explain each script, what they are used for, and key areas to adapt based on clients' needs back to the supervisor.|
|On-the-job experience||2 weeks after using RPA scripts||Be able to use and adapt the scripts as required for the clients independently.|
|Data analysis||Analytics and Automation for Finance and Tax (Live Webinar)|
Data Management & Analysis in Excel Using SQL (Live Webinar)
|Completion of training courses||Be able to understand capabilities and limitations of data analytics, and apply data analytics processes.|
|On-the-job training: Supervisor walkthrough on existing data analysis software||Post-walkthrough||Be able to explain how data analysis works, and key areas to adapt based on the organisation’s needs and circumstances.|
|On-the-job experience||After 1 tax filing cycle||Be able to carry out data analysis with minimal guidance from supervisor.
Troubleshoot and/or debug simple errors to produce desired output.
|Data management||Cybersecurity Risk – What it means to Auditors|
Steps to Develop an Effective Cybersecurity Strategy
|Completion of training courses||Be able to understand cybersecurity risks and potential areas of security breach.
Implement cybersecurity best practices within the organisation.
|On-the-job training: Sharing by senior associates on cybersecurity practices||Post-observation||Be able to identify potential cybersecurity breaches.|
*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.
Financial Data Management Executive
|Skills Required||Training Programmes*||Check-in||Milestones
(Demonstration of skills)
|Digital Fluency (RPA) - Intermediate||1 day training - Robotic Process Automation (RPA) by Singapore Polytechnic||Completion of Robotic Process Automation 1 day training||Be able to carry out the exercises in the training independently|
|2 day training – Intermediate Robotic Process Automation: Intermediate Robotic Process Automation||Completion of Robotic Process Automation 2 day training||Be able to carry out the exercises in the training independently|
|RPA Script Testing (part of the Job Redesign project)||Post-RPA script testing||Be able to execute RPA Script with test documents successfully|
|On-the-job training: Supervisor walkthrough on existing scripts||Post-walkthrough||Be able to explain each script, what they are used for, and key areas to adapt based on clients need back to the supervisor|
|On-the-job experience||2 weeks after using RPA scripts||Be able to use and adapt the scripts as required for the clients independently|
|Data Analytics||1.5 days training – Applied data analytics: Applied Data Analytics in Business|
2 days training – IT008Cv : Essential Excel Spreadsheet Skills (Live Webinar)
|Completion of training||Be able to carry out the exercises in the training independently|
|On-the-job training: Supervisor to share about exception cases examples through workplace case studies||Post-sharing by supervisor||Be able to identify common exception cases in the script and how to fix it|
|Post-on-the-job training||Be able to solve a live case study provided by their supervisor|
|Client Management|| Interpersonal Communication, Active Listening & Empathetic Speaking|
Advanced Communication Strategies: Using Strategic Persuasion To Get What You Want
|Completion of training course||Be able to execute and identify moments to apply active listening and empathetic speaking techniques|
|On-the-job training: Observation of senior accountants in client meetings||Post-observation||Be able to identify how senior accounts use listening and empathetic speaking techniques and its effect on the client|
|On-the-job training: Lead client meetings for 1-2 clients observed by senior accountants||Post-meeting||Be able to use listening and empathetic speaking techniques during appropriate moments in the meeting|