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
How effectively does the employee prepare accurate and compliant tax returns for clients?
Does the employee stay updated on tax laws and regulations to provide expert advice?
How well does the employee identify opportunities for tax savings and reduction strategies?
Client Advisory
How does the employee communicate and advise clients on tax-related matters?
Does the employee proactively address client questions and concerns?
How effectively does the employee help clients optimize their tax strategies?
Tax Research
How well does the employee conduct research to stay informed about changing tax laws and regulations?
Does the employee analyze complex tax issues and provide well-founded recommendations?
How effectively does the employee navigate tax codes and statutes to benefit clients?
Accuracy and Compliance
How accurately does the employee complete tax forms and calculations?
Does the employee ensure compliance with all tax requirements and deadlines?
How well does the employee minimize the risk of tax audits and penalties for clients?
Client Relationship Management
How effectively does the employee build and maintain strong relationships with clients?
Does the employee demonstrate trustworthiness and professionalism in client interactions?
How well does the employee manage client expectations and deliver exceptional service?
Continuing Education
How does the employee stay updated on tax law changes, new regulations, and industry best practices?
Does the employee pursue ongoing professional development and certifications?
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.
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