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Stakeholder Communication & Governance · LearnSpace
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Stakeholder Communication & Governance

Курс от Coursera
Начальный≈ 14 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Technical skills get you hired as a tax analyst. Communication and professional judgment keep you there. Senior reviewers and finance partners need accurate updates delivered clearly, audit requests answered with traceable support, and the confidence that every AI-assisted output has been verified before it enters a workpaper. This course builds all of those habits. Stakeholder Communication & Governance is the third course in the Tax Analyst with AI Skills Professional Certificate. Across four short courses, you will develop the professional communication and governance skills that distinguish reliable entry-level tax analysts: drafting concise status updates that reference specific data from ONESOURCE and Excel, explaining documentation requests to non-tax colleagues in plain business language, assembling audit-ready packages that trace every filed position to its supporting workpaper and source document, tracking open requests in a standardized Excel log, applying confidentiality and data privacy controls when using ChatGPT with tax-related content, and gathering stakeholder requirements through structured intake questions without crossing into advisory territory. Every skill in this course reflects a real professional boundary that junior tax analysts must understand and respect. You will leave knowing what to communicate, how to document it, and where your role ends.

Навыки, которые вы освоите

Stakeholder CommunicationsConcisionAudit Working PapersTechnical CommunicationTechnical WritingData GovernanceAuditingStakeholder ManagementChatGPTCommunicationCorporate TaxTaxRequirements AnalysisTax ReturnsStakeholder EngagementConsultingMicrosoft ExcelFile ManagementTax ComplianceEthical Standards And Conduct

Программа курса

16 модулей · 82 учебных материалов

01Writing Status Updates That Get Read6 материалов
Lead with StatusВидеоStatus Update FormulaЧтениеUsing ONESOURCE and Excel Evidence in a Short UpdateЧтениеActivity: Rewrite the 600-Word UpdateЧтение

Учитесь у экспертов

Samuel Oduro

Преподаватель курса

Stakeholder Communication & Governance
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Обучение на Coursera

≈ 14 ч

16 модулей

Язык: Английский

Часть программы вашего университета
Is This Really the Status?DIALOGUE
Concise Status BasicsЗадание
02Templates for Weekly Updates and Deadline Check-Ins5 материалов
Status Update Templates for Tax WorkВидеоTax Update Templates LibraryЧтениеDraft a Weekly 1120 UpdateЧтениеUpdate a Tax ManagerDIALOGUETemplates and Structure CheckЗадание
03Requesting Data from Finance, HR, Legal, and Operations5 материалов
Clear Data Requests Across Source TeamsВидеоSource Team Request GuideЧтениеActivity: Build a Request Tracker and Draft the OutreachЧтениеWhat Makes a Request Clear?DIALOGUESupport Request EssentialsЗадание
04Translating Tax Jargon and Avoiding Communication Mistakes5 материалов
Speak Tax Clearly for Every AudienceВидеоTax Jargon Translation SheetЧтениеTranslate and ReviseЧтениеExplain a Tax Issue to a Non-Tax StakeholderDIALOGUEAudience, Jargon, and Anti-PatternsЗадание
05Audit Package Fundamentals5 материалов
What Makes an Audit Package Audit-ReadyВидеоAudit Package Principles ReferenceЧтениеWhy Traceability MattersDIALOGUEActivity: Identify the Support ChainЧтениеAudit Package Basics QuizЗадание
06Building the Folder Structure and File System5 материалов
The Eight-Folder Audit Package StructureВидеоFolder Structure and Naming Convention GuideЧтениеActivity: Organize an Audit PackageЧтениеWhat Goes Where?DIALOGUEFolder Structure QuizЗадание
07Creating Traceability from Return Line to Source6 материалов
Using the Traceability MatrixВидеоTraceability Matrix TemplateЧтениеActivity: Build a Support ChainЧтениеTraceability and Support QuizЗаданиеEvaluating Support QualityDIALOGUETraceability and Support QuizЗадание
08Managing Audit Requests and Preventing Package Failures5 материалов
Audit Request Logs and Common Failure PointsВидеоAudit Request Log and Revision Prevention ChecklistЧтениеActivity: Triage and Update the Request LogЧтениеRespond to a Review or Examiner RequestDIALOGUEFinal Audit Package Review QuizЗадание
09Ethical Foundations for AI Use in Tax Work4 материалов
Why One Paste Can Be a BreachВидеоPublic AI vs Approved AI EnvironmentsЧтениеShould you paste it into AI?DIALOGUEFoundations of Ethical AI UseЗадание
10Data Classification for Corporate Tax Information5 материалов
The Four-Tier Classification ModelВидеоClassification and Handling Reference SheetЧтениеActivity: Classify the Tax Document SetЧтениеExplain Your Classification ChoiceDIALOGUEData Classification QuizЗадание
11Applying AI Controls in the Tax Workflow7 материалов
Required AI Controls for Tax WorkВидеоAI Control Checklist for Work PapersЧтениеExcel Workfile Hygiene Before AI UseЧтениеActivity: Review the Excel Workfile: Redact, Label, VerifyЧтениеActivity: Failure Scenario Diagnostic — What Went Wrong?ЧтениеSenior Review Before Client ReleasDIALOGUEAI Workflow Controls QuizЗадание
12Ethical Scenarios and Reporting Concerns5 материалов
Responding to Ethical Dilemmas and Reporting IssuesВидеоEscalation Paths and Ethical Response GuideЧтениеWhat Makes This an Ethical Issue?DIALOGUESpeak to the Colleague FirstDIALOGUEEthical Scenarios and Reporting QuizЗадание
13Intake First - The Consulting Workflow4 материалов
Why Intake Comes Before AnalysisВидеоRole Boundaries in Tax Consulting DeliverablesЧтениеIntake or Analysis First?DIALOGUEWorkflow Foundations QuizЗадание
14The 15-Question Intake Framework5 материалов
The Intake Questions That Shape the EngagementВидеоIntake Questions Reference SheetЧтениеActivity: Build an Intake ChecklistЧтениеSpot the Missing FactsDIALOGUEIntake Framework QuizЗадание
15Documenting Intake in Practice5 материалов
Populating the Intake FormВидеоIntake Form Completion GuideЧтениеActivity: Complete a Sample Intake FormЧтениеIntake Call with OperationsDIALOGUEIntake Documentation QuizЗадание
16Writing the Non-Advisory Finance Memo5 материалов
The Finance Memo Template and Common MistakesВидеоMemo Writing Template and Language GuideЧтениеActivity: Draft a Tax Findings Memo from WorkpapersЧтениеIs This Wording too Advisory?DIALOGUEMemo Structure and Scope QuizЗадание