Performance Review Templates

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Accounting Firm

Performance Review Examples in 2024

You’re a busy manager running your business, and researching the best performance review questions you can use to grow your team is time-consuming. So, we took the liberty of doing this legwork for you.

These example templates can help you create a better review experience by asking the right questions for each role.

We've curated the best questions by researching industry standard practices, pulling examples from our most successful teams, and by incorporating other other subjective parameters that we think would contribute best to growth. We hope this will help you save time in your own performance management process.

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Accounting Firm

Performance Review Examples

Accounting firms specializes in offering a wide range of financial and accounting services to clients, including businesses, organizations, and individuals. These services encompass tax planning and preparation, auditing, financial analysis, budgeting, and consulting. Accounting firms play a vital role in ensuring financial compliance, optimizing tax strategies, and providing valuable insights for informed financial decisions.

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Accounting Firm

Tax Accountant

Job Description:
Specializes in tax planning and preparation for individuals and businesses. Responsibilities include conducting tax research, preparing tax returns, and advising clients on tax strategies.
Performance Areas:
Tax Planning and Preparation
  1. How effectively does the employee prepare accurate and compliant tax returns for clients?
  2. Does the employee stay updated on tax laws and regulations to provide expert advice?
  3. How well does the employee identify opportunities for tax savings and reduction strategies?
Client Advisory
  1. How does the employee communicate and advise clients on tax-related matters?
  2. Does the employee proactively address client questions and concerns?
  3. How effectively does the employee help clients optimize their tax strategies?
Tax Research
  1. How well does the employee conduct research to stay informed about changing tax laws and regulations?
  2. Does the employee analyze complex tax issues and provide well-founded recommendations?
  3. How effectively does the employee navigate tax codes and statutes to benefit clients?
Accuracy and Compliance
  1. How accurately does the employee complete tax forms and calculations?
  2. Does the employee ensure compliance with all tax requirements and deadlines?
  3. How well does the employee minimize the risk of tax audits and penalties for clients?
Client Relationship Management
  1. How effectively does the employee build and maintain strong relationships with clients?
  2. Does the employee demonstrate trustworthiness and professionalism in client interactions?
  3. How well does the employee manage client expectations and deliver exceptional service?
Continuing Education
  1. How does the employee stay updated on tax law changes, new regulations, and industry best practices?
  2. Does the employee pursue ongoing professional development and certifications?
  3. Does the employee actively seek opportunities to enhance their tax expertise?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Tax Consultant

Job Description:
Tax consultants specialize in providing expert advice on tax planning, compliance, and strategies to minimize tax liabilities for individuals and businesses. They stay updated on tax laws and regulations to help clients optimize their tax positions.
Performance Areas:
Tax Planning
  1. How effectively does the employee develop tax planning strategies to minimize tax liabilities for clients?
  2. Does the employee consider clients' financial situations and goals in tax planning?
  3. How well does the employee adapt tax plans to changing tax laws and regulations?
Tax Compliance
  1. How well does the employee ensure clients' tax returns and filings comply with relevant tax laws and regulations?
  2. Does the employee accurately prepare and submit tax documents within deadlines?
  3. How effectively does the employee resolve any tax-related issues or disputes with tax authorities?
Client Advisory
  1. How well does the employee provide clients with clear and actionable advice on tax matters?
  2. Does the employee help clients make informed decisions regarding tax implications of financial choices?
  3. How effectively does the employee address clients' tax-related inquiries and concerns?
Tax Research
  1. How well does the employee conduct research on tax laws, regulations, and rulings to provide up-to-date tax advice?
  2. Does the employee stay informed about changes in tax codes that may impact clients?
  3. How effectively does the employee apply tax research to support client needs?
Tax Strategy Development
  1. How well does the employee create and implement tax strategies that align with clients' long-term financial goals?
  2. Does the employee provide recommendations for optimizing clients' tax positions?
  3. How effectively does the employee balance tax efficiency with compliance?
Client Relations
  1. How well does the employee build and maintain strong client relationships in the context of tax consulting?
  2. Does the employee instill confidence in clients regarding their tax planning and compliance?
  3. How effectively does the employee address client inquiries and concerns related to taxes?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Audit Manager

Job Description:
Leads audit teams in conducting financial and compliance audits for businesses and organizations. Responsibilities include audit planning, risk assessment, report generation, and client communication.
Performance Areas:
Audit Planning and Execution
  1. How effectively does the employee plan and execute financial and compliance audits?
  2. Does the employee assess audit risks and develop comprehensive audit plans?
  3. How well does the employee manage audit resources and timelines?
Client Engagement
  1. How does the employee engage with clients throughout the audit process?
  2. Does the employee communicate audit findings and recommendations clearly and professionally?
  3. How effectively does the employee address client concerns and inquiries?
Audit Team Leadership
  1. How well does the employee lead and manage audit teams?
  2. Does the employee assign tasks, mentor junior auditors, and ensure quality work?
  3. How effectively does the employee foster a collaborative and productive audit team environment?
Risk Assessment
  1. How accurately does the employee assess financial and operational risks for audit clients?
  2. Does the employee identify control weaknesses and areas for improvement?
  3. How well does the employee develop risk-based audit plans to mitigate potential issues?
Report Generation
  1. How effectively does the employee prepare audit reports, including findings, conclusions, and recommendations?
  2. Does the employee present audit results clearly and concisely to clients and stakeholders?
  3. How well does the employee contribute to improving audit processes and report templates?
Regulatory Compliance
  1. How does the employee ensure compliance with auditing standards, regulations, and industry best practices?
  2. Does the employee stay informed about changes in auditing standards and regulations?
  3. How well does the employee train audit staff on compliance requirements?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Forensic Accountant

Job Description:
Forensic accountants specialize in investigating financial discrepancies, fraud, and irregularities. They use their accounting expertise to uncover financial misconduct and provide expert testimony in legal proceedings.
Performance Areas:
Forensic Investigation
  1. How effectively does the employee conduct forensic investigations to uncover financial irregularities?
  2. Does the employee provide expert testimony and support in legal cases involving financial matters?
  3. How well does the employee detect and prevent fraudulent financial activities?
Legal Support
  1. How effectively does the employee provide expert testimony and support in legal cases involving financial matters?
  2. Does the employee communicate complex financial concepts clearly in legal proceedings?
  3. How well does the employee handle cross-examination and scrutiny in court?
Fraud Detection
  1. How well does the employee detect and prevent fraudulent financial activities?
  2. Does the employee use data analysis and investigative techniques to identify financial misconduct?
  3. How effectively does the employee provide recommendations for preventing future fraud?
Financial Analysis
  1. How skilled is the employee in financial analysis to identify irregularities or discrepancies?
  2. Does the employee accurately interpret financial data and statements during investigations?
  3. How well does the employee assess the financial impact of fraudulent activities?
Client Communication
  1. How effectively does the employee communicate investigative findings to clients or stakeholders?
  2. Does the employee maintain confidentiality and sensitivity when sharing investigation results?
  3. How well does the employee provide guidance to clients on legal actions and next steps?
Legal Compliance
  1. How well does the employee ensure compliance with relevant laws and regulations during investigations?
  2. Does the employee keep abreast of changes in financial regulations that may impact their work?
  3. How effectively does the employee provide advice on legal compliance to clients?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Payroll Specialist

Job Description:
Payroll specialists are responsible for processing payroll for employees, calculating wages, deductions, and ensuring compliance with tax laws and regulations. They also handle payroll-related inquiries from employees.
Performance Areas:
Payroll Processing
  1. How accurately and efficiently does the employee process payroll for clients or the firm's employees?
  2. Does the employee ensure payroll tax compliance and accurate withholding?
  3. How well does the employee manage payroll processing for multiple clients or departments?
Tax Compliance
  1. How effectively does the employee ensure payroll tax compliance and accurate withholding?
  2. Does the employee stay updated on changes in tax laws that impact payroll processing?
  3. How well does the employee address tax-related inquiries from clients or employees?
Employee Support
  1. How effectively does the employee address employee inquiries and concerns related to payroll?
  2. Does the employee provide clear and helpful responses to payroll-related questions?
  3. How well does the employee handle payroll issues and discrepancies with professionalism?
Payroll Reporting
  1. How well does the employee generate payroll reports for clients or internal use?
  2. Does the employee ensure accuracy in payroll reporting, including wage and tax information?
  3. How effectively does the employee provide insights from payroll data to support financial decision-making?
Compliance Audits
  1. How well does the employee prepare for and participate in payroll compliance audits?
  2. Does the employee maintain accurate records and documentation for audits?
  3. How effectively does the employee resolve compliance issues identified during audits?
Process Improvement
  1. How well does the employee identify opportunities for process improvement in payroll processing?
  2. Does the employee implement changes that enhance the efficiency and accuracy of payroll operations?
  3. How effectively does the employee train colleagues on updated payroll procedures?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Financial Planner

Job Description:
Financial planners work closely with clients to develop comprehensive financial plans. They provide advice on investment strategies, retirement planning, estate planning, and tax optimization to help clients achieve their financial goals.
Performance Areas:
Financial Planning
  1. How well does the employee create customized financial plans that align with clients' objectives?
  2. Does the employee consider various financial goals, such as retirement, education, and wealth preservation, in their planning?
  3. How effectively does the employee update financial plans based on changing client circumstances or market conditions?
Investment Advice
  1. Does the employee offer sound investment advice and portfolio recommendations?
  2. How well does the employee consider risk tolerance, investment goals, and time horizon when advising clients on investments?
  3. How effectively does the employee monitor and adjust investment portfolios to maximize returns?
Client Satisfaction
  1. How satisfied are clients with the financial planning services provided by the employee?
  2. Does the employee actively seek feedback from clients and make improvements based on their input?
  3. How well does the employee build trust and long-term relationships with clients?
Tax Planning
  1. How effectively does the employee provide tax planning strategies to minimize tax liabilities for clients?
  2. Does the employee stay updated on tax laws and changes that impact financial planning?
  3. How well does the employee assist clients in optimizing their tax situations?
Estate Planning
  1. How well does the employee assist clients in developing estate plans and wealth transfer strategies?
  2. Does the employee address complex estate planning scenarios effectively?
  3. How effectively does the employee help clients minimize estate taxes and preserve wealth for heirs?
Risk Management
  1. How well does the employee assess and manage investment risks within clients' portfolios?
  2. Does the employee provide strategies to protect clients from financial downturns or market volatility?
  3. How effectively does the employee help clients balance risk and return in their investments?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Cost Accountant

Job Description:
Cost accountants focus on analyzing and controlling costs within the organization. They track and optimize expenses, evaluate product or service profitability, and provide financial insights to support cost-effective decision-making.
Performance Areas:
Cost Analysis
  1. How well does the employee analyze and assess cost structures, including direct and indirect costs?
  2. Does the employee identify cost-saving opportunities and recommend cost reduction strategies?
  3. How effectively does the employee track and report cost variances?
Product Costing
  1. How well does the employee calculate and allocate product or service costs accurately?
  2. Does the employee provide insights into the profitability of individual products or services?
  3. How effectively does the employee assess the impact of cost changes on pricing strategies?
Budgeting and Forecasting
  1. How well does the employee develop and manage budgets, including operating and capital budgets?
  2. Does the employee provide accurate financial forecasts and budget-to-actual analyses?
  3. How effectively does the employee support decision-making with budgetary insights?
Process Improvement
  1. How well does the employee identify opportunities for process improvement related to cost control?
  2. Does the employee implement changes that enhance efficiency and reduce expenses?
  3. How effectively does the employee streamline cost-related workflows?
Inventory Management
  1. How well does the employee manage inventory costs and valuation?
  2. Does the employee maintain accurate records of inventory levels and transactions?
  3. How effectively does the employee assess inventory turnover and carrying costs?
Financial Reporting
  1. How well does the employee prepare financial reports related to cost accounting and cost analysis?
  2. Does the employee ensure the accuracy and relevance of cost-related financial reporting?
  3. How effectively does the employee provide insights from cost data to support decision-making?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Accounting Manager

Job Description:
Accounting managers oversee the day-to-day financial operations of the firm or client accounts. They manage accounting staff, financial reporting, and ensure compliance with accounting standards and regulations.
Performance Areas:
Financial Reporting
  1. How effectively does the employee oversee the preparation of financial statements and reports?
  2. Does the employee ensure accurate and timely financial reporting in compliance with accounting standards?
  3. How well does the employee analyze financial data for trends and insights?
Team Leadership
  1. How well does the employee lead and manage accounting staff?
  2. Does the employee provide guidance and mentorship to team members for their professional development?
  3. How effectively does the employee delegate tasks and responsibilities within the team?
Compliance Oversight
  1. How well does the employee ensure compliance with accounting standards, regulations, and internal policies?
  2. Does the employee implement and enforce internal controls to prevent financial irregularities?
  3. How effectively does the employee manage external audits and examinations?
Budget Management
  1. How effectively does the employee develop and manage financial budgets for the firm or clients?
  2. Does the employee monitor budget performance and make adjustments as needed?
  3. How well does the employee provide financial insights to support budget decisions?
Process Improvement
  1. How well does the employee identify opportunities for process improvement in financial operations?
  2. Does the employee implement changes that enhance efficiency and accuracy in accounting processes?
  3. How effectively does the employee streamline financial workflows?
Client Relations
  1. How well does the employee manage client relationships and serve as a primary point of contact for financial matters?
  2. Does the employee effectively communicate financial insights and recommendations to clients?
  3. How well does the employee address client inquiries and concerns related to financial reporting?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Internal Auditor

Job Description:
Internal auditors assess the effectiveness of internal controls, risk management, and compliance within the firm or client organizations. They identify areas of improvement and help enhance internal processes.
Performance Areas:
Risk Assessment
  1. How effectively does the employee assess risks within the organization's financial operations and internal controls?
  2. Does the employee identify potential areas of vulnerability to fraud or financial irregularities?
  3. How well does the employee prioritize risks for mitigation?
Audit Planning
  1. How well does the employee plan and design internal audit programs and procedures?
  2. Does the employee consider the organization's objectives and regulatory requirements in audit planning?
  3. How effectively does the employee coordinate audit activities with stakeholders?
Audit Execution
  1. How well does the employee execute internal audit procedures and tests of controls?
  2. Does the employee gather and analyze evidence to assess the adequacy of internal controls?
  3. How effectively does the employee identify and report on control deficiencies?
Recommendations
  1. How effectively does the employee make recommendations to address control deficiencies and improve processes?
  2. Does the employee provide actionable insights to enhance operational efficiency and compliance?
  3. How well does the employee collaborate with management to implement recommended changes?
Reporting
  1. How effectively does the employee prepare clear and concise audit reports with findings and recommendations?
  2. Does the employee communicate audit results to management and stakeholders in a timely manner?
  3. How well does the employee track the status of audit recommendations and their implementation?
Continuous Improvement
  1. How well does the employee contribute to the continuous improvement of the internal audit function?
  2. Does the employee stay updated on industry best practices and emerging risks?
  3. How effectively does the employee adapt audit methodologies to evolving business environments?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
Accounting Firm

Financial Analyst Accounting Firm

Job Description:
Analyzes financial data, market trends, and investment opportunities for clients. Responsibilities include financial modeling, investment research, risk assessment, and performance reporting.
Performance Areas:
Financial Analysis
  1. How effectively does the employee analyze financial statements, data, and market trends?
  2. Does the employee create accurate and insightful financial models?
  3. How well does the employee provide financial forecasts and recommendations to clients?
Investment Research
  1. How does the employee conduct research on investment opportunities and market conditions?
  2. Does the employee identify potential investment risks and returns?
  3. How effectively does the employee evaluate investment options and recommend portfolio strategies?
Risk Assessment
  1. How accurately does the employee assess financial risks for clients?
  2. Does the employee analyze credit risk, market risk, and operational risk?
  3. How well does the employee develop risk mitigation strategies and recommendations?
Performance Reporting
  1. How effectively does the employee prepare performance reports and investment summaries for clients?
  2. Does the employee communicate investment performance and results clearly and comprehensively?
  3. How well does the employee offer insights and recommendations for portfolio adjustments?
Client Interaction
  1. How does the employee engage with clients to understand their financial goals and objectives?
  2. Does the employee build strong client relationships and trust?
  3. How well does the employee respond to client inquiries and provide financial advice?
Data Analysis Tools
  1. How proficiently does the employee use financial analysis software, tools, and Excel?
  2. Does the employee stay updated on industry-standard data analysis techniques?
  3. How effectively does the employee leverage technology for financial modeling and reporting?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
We know that choosing the right performance review questions can be daunting. These are the best options we found during our research, and we hope they're helpful for your team.

If you think there's an excellent addition that should be made, drop an email to our team at hello@workstory.team. Until then, happy growing!

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