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LMSB New Hire Training

LMSB New Hire Training. LMSB New Hire Training Overview NTEU Briefing May 4, 2009. Today’s Objectives. Explain Redesign Goals Discuss Regional and Local OJI Roles Describe New Flexible Blended-Learning Format. Design Goals. Clear Training Objective:

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LMSB New Hire Training

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  1. LMSB New Hire Training LMSB New Hire Training Overview NTEU Briefing May 4, 2009

  2. Today’s Objectives • Explain Redesign Goals • Discuss Regional and Local OJI Roles • Describe New Flexible Blended-Learning Format

  3. Design Goals Clear Training Objective: By the end of the 26 week New Hire Training program the employee will be able to perform a “Quality Audit” of an LMSB Taxpayer.

  4. Design Goals Provide a consistent quality training program that is flexible to individual training needs: • Focuses on the Quality Audit Standards. • Quality Standards establish guidelines for quality and consistency throughout LMSB. • Quality Standards follow progress of audit span and establish the order of content for redesigned training. • Flexibility for individual training needs and job aids for performance support.

  5. Design Goals Redesign LMSB New Hire training to reduce impact on DET: • Domestic training converted from classroom supplemented with local OJI’s, to blended learning with regional OJI’s and local OJI’s/Mentor.  • Specialists continue to attend classroom specialty Phase Training.   • Specialists will also participate in redesigned LMSB New Hire training.

  6. Design Goals Reduce impact of New Hire Training on direct exam time: • Field no longer supports two-week C-Corp classroom or OJT workshop delivery.    • Previously delivered 100 hours of local workshops to all new hires. • Procedural workshops will now be delivered electronically via procedural job-aids.

  7. New Hire Training Roles Training Manager and Local OJI/Mentor • Assign Training Cases • Perform Case Visitations and In-Process Reviews – (streamlined “quality review checksheet”) • Audit Skills Transfer • Certify Training Completion (ELMS)

  8. New Hire Training Roles

  9. New Hire Training Roles Regional OJI: • Ongoing Consultation • Delivers Weekly Centra Sessions • Delivers Quality Audit Standards • Delivers Workshops – Procedure Guides • Delivers Tax Law • Delivers IMS • Transfers Audit Experience Skills • Facilitates Training Progression

  10. New Hire Training Roles Regional OJIDelivery Methods: • Ongoing Consultation • Weekly Centra Sessions • Procedure Guides – Job Aides • MicroMash -Tax Law • IMS Centra Training • Learning Library

  11. New Hire Training Roles Learning Library: • Books • Taped Centra Sessions • Electronic Research • Web-Based Courses (ELMS) • MicroMash Courses • System Tools • Tax Computation Training • Tutorials • Videos

  12. Flexible Blended-Learning Weekly Training Format: • OJT Training Cases • Monday CENTRA • Auditing Standards Discussion • Audit Techniques/Experience Discussions • Learning Events • Tax Law • Procedures • IMS • Friday Centra Q&A

  13. Week 1 Training Introduction • Learning Bank - Introduction • Procedure Guide – “Filing to Audit” • Procedure Guide - “Workload Management” • Procedure Guide – “Time Management” • MicroMash Lesson 1, - “Fundamentals of Corporate Taxation” • Introduction and Course Objective for IMS with Job Aids • IMS

  14. Week 2 Quality Audit Standard 1-A, “Initial Planning” • Procedure Guide – “Filing to Audit” • Procedure Guide - “Workload Management” • Procedure Guide – “Time Management” • MicroMash Lesson 1, - “Fundamentals of Corporate Taxation” • IMS

  15. Week 3 Quality Audit Standard 1-B, “Audit Plan” • Procedure Guide – “Internet Tour” • Procedure Guide - “Disclosure” • Procedure Guide – “Pre-Contact Analysis” • Procedure Guide – “Risk Analysis” • Procedure Guide – “Initiating an Exam” • Procedure Guide – “Exam Plan” • MicroMash Lesson 3, - “C Corp Schedule M-3” • IMS

  16. Week 4 Quality Audit Standard 2, “Inspection and Fact Finding” • Procedure Guide – “Conducting the Exam” • Procedure Guide - “SRS” • Procedure Guide – “Package Audit” • Procedure Guide – “Employment Taxes” • MicroMash Lesson 4, - “C-Corp Schedule M-3 Simulation”

  17. Week 5 Quality Audit Standard 3-A, “Application of Law, Tax Determination” • Procedure Guide – “Research” • Procedure Guide - “CCH CD Installation” • Procedure Guide – “Limited Scope Examination” • Procedure Guide – “LIFE Examination” • MicroMash 5 – “Fin 48 Accounting for Uncertainty”

  18. Week 6 Quality Audit Standard 3-B and C, “Mid-Cycle Risk, Issue Development, Proposal and Resolution” • Procedure Guide – “Tier I, II, and III Issues” • MicroMash Lesson 6, - “Accounting for Liabilities”

  19. Week 7 Quality Audit Standard 4-A & B, “Workpapers and Reports” • Procedure Guide – “Workpapers” • Procedure Guide - “IDR” • Procedure Guide – “Penalties” • MicroMash Lesson 7, - “Entity Comparison”

  20. Week 8 Quality Audit Standard 4-A & B, “Workpapers and Reports” (cont) • Procedure Guide – “Third Party Contact” • Procedure Guide - “Form 5701” • Procedure Guide – “Summons” • MicroMash Lesson 8, - “Uniform Capitalization”

  21. Week 9 Procedures and Case Closing • Procedure Guide – “Claims and Amended Returns” • Procedure Guide - “Sub/Del Return Procedures” • Procedure Guide – “Joint Committee” • Procedure Guide - “Case Closing” • Procedure Guide – “Fast Track” • MicroMash Lesson - Learning Bank Option

  22. Week 10 Procedures and Case Closing • Procedure Guide – “Processing Advanced Payments” • Procedure Guide - “Tax Comp Specialist” • Procedure Guide – “Tax Benefit Doctrine” • Procedure Guide - “Interest on Deficiencies” • MicroMash Lesson - Learning Bank Option

  23. Week 11 Procedures and Case Closing • MicroMash Lesson - Learning Bank Option

  24. Weeks 12 - 26 Training Cases and Individual Training Plans • MicroMash and Learning Library Options • Individual Training Plan • Level 2 Evaluation – Quality Case Review • Continued Consultation with Regional OJI

  25. Weeks 27 - 52 Team Member Mentoring • Assignment as Team Member • Audit Experience Skills Transfer

  26. After Week 52 Audit Techniques, Tax Shelters, and LIT Training • Classroom - Audit Experience Skills Transfer • Tax Shelters • Classroom – Leveraging International Training • Level III Evaluation - Focus Groups • Individual Development Plan

  27. New Hire Phases Phase I - Weeks 1 through 26 • Training Cases • Procedures • IMS • Tax Law Phase II – Weeks 27 through 52 • Apprenticeship - Team Member Phase III – After Week 52 • 2-week Auditing Techniques; Tax Shelters; and LIT

  28. New Hire Training Web Site • What’s New • Managers of New Hires • Newly Hired Revenue Agents (Domestic & Specialists) • Newly Hired Interns • OJI’s Web site address: http://lmsb.irs.gov/hq/mf/NewHire/index.asp

  29. Audit Experience Skills Transfer: • Regional OJI Presentations and Consultation (weeks 1-26) • Local OJI/Mentor Case Visitations (weeks 1-26) • Apprenticeship (weeks 26-52) • Audit Techniques Class (after week 52)

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