Use this step by step explanation to craft a good employee performance feedback review for a corporate tax senior manager. Find the right words with quality phrases.
A Corporate Tax Senior Manager is responsible for leading and managing multiple tax engagements to deliver quality tax services for the clients. This position extends an excellent opportunity for leadership and career development to the right candidate.
Other responsibilities include, building new and existing client relationships, demonstrating basic knowledge of client's businesses, reviewing federal and state income tax returns for individuals, businesses, benefit funds, real estate, and exempt organizations, handling federal, state and local tax audits, preparing research memoranda, printed correspondence/guidance, and other documents for docility to the IRS or other taxing authorities, training and supervising staff, reviewing and evaluating their work.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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Rating Meaning | |
| The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies. | 1 |
| Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results. | 2 |
| The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work. | 3 |
Supervisor's Feedback | ||
Skill | Comments | Rating |
|---|---|---|
| TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback. | Always questions what the team is doing to try to ensure that everyone is benefiting. Shows great skill and ability to be resourceful in a team and uses available resources to achieve the highest possible results. | 3 |
| JUDGMENT SKILLS: Judgment is the ability to make a decision or form an opinion wisely especially in matters affecting action, good sense and discretion. | Looks at all sides of an issue or problem and weighs the options before making a decision Facilitates a brainstorming session in order to generate possible names for a new product in the company | 3 |
| KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise. | Understands and appreciates different perspectives on a problem in order to adapt the best approach to solving it Is able to convince other employees in a sensitive, respectful and honest manner in order to get them go along with one's goals | 3 |
| MOTIVATING OTHERS: Motivating is using persuasion, incentives and mental or physical stimulants to influence the way people think or behave individually or in groups. | Keeps motivators close; tells other employees what one wants to accomplish so that they can hold one accountable Makes realistic lists for the day in order to increase motivation to accomplish goals and gain momentum from crossing things off the list once they are complete | 2 |
| MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks. | Gives extremely good remarks and feedback to all the team members who outdo themselves Ability to turn negative energy into positive work energy through motivation and rewarding good work | 3 |
| LEADERSHIP SKILLS: Leadership Skills are soft skills that assist leaders in positively interacting with employees or team members to make the workplace a great place. | Uses specific and deliberate exercises to strengthen the team further Treats all employees with respect making them feel valued and worth | 3 |
| INITIATIVE: An initiative is the ability to assess and initiate things independently often done without any managerial influence offered. | Very compassionate and listens to the client's concerns making them know they are heard Always ready to take on more tasks even before finishing the first | 2 |
| POTENTIAL FOR ADVANCEMENT: The potential for Advancement is the ability to make something better by being more skillful, more efficient, and more useful to produce high-quality results. | Able to set as well as meet both personal goals and performance goals Asks for training or coaching where needful without wasting time | 2 |
| SEEING POTENTIAL PROBLEMS: Seeing Potential Problems is the ability to structure the current situations and identify developments that could cause problems in the future. | Challenges the definition of the problem from all angles; looks at the problem from all directions in order to decide the best solution Checks to see what issues are likely to happen with high impact to the project and develops contingencies for them | 3 |
| KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them. | Understands the wide range of sources relevant to a task and demonstrates exceptional ability to select the best sources Appreciates the importance of sharing knowledge appropriately and initiates activities that facilitate and encourage sharing of knowledge | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| TEAMWORK SKILLS: Do you make your voice heard on team issues, or you allow others to come up with the ideas? Are you always aware of your roles and responsibilities within the team and how do you feel about them? | [employee comments] |
| JUDGMENT SKILLS: Is there a time you have made a difficult decision? How did you handle the feedback? Is there a way you could have handled the situation differently? In your opinion, what factors should one consider when comparing the pros and cons of two potential vendors for processing payroll? | [employee comments] |
| KNOWLEDGE OF COMPANY PROCESSES: How do you prioritize customer's issues in order to ensure that service is provided to the customers even during critical periods? Is there a time when you have encountered a problem due to lack of knowledge of your company processes? How was the problem solved? | [employee comments] |
| MOTIVATING OTHERS: Do you prefer working in a busy environment or one that is quiet? Why? What qualities do you prefer in a supervisor? Can you describe a time when you worked with someone like this? | [employee comments] |
| MANAGEMENT SKILLS: How have you led the efforts of your team to ensure they emerge the best? What are the most important values you demonstrate as a leader? | [employee comments] |
| LEADERSHIP SKILLS: Are you reliable to answer the employees? questions without lying? Are you likely to favor and compromise justice in the event of a conflict? | [employee comments] |
| INITIATIVE: Have you sighted any improvement from the last evaluation season? Do you accept responsibility quickly without passing on the blame? | [employee comments] |
| POTENTIAL FOR ADVANCEMENT: Are you willing to change tactics and part of the winning team? Do you set goals or have a workable plan that you follow through with? | [employee comments] |
| SEEING POTENTIAL PROBLEMS: How have you helped other employees improve their ability to anticipate problems? Give an example When hiring employees, how do you make sure that they are the best fit for the position at hand? | [employee comments] |
| KNOWLEDGE MANAGEMENT: Can you think of a situation where you didn't communicate well when sharing knowledge? How did you correct the situation? What efforts are you making to improve your skills in analyzing knowledge from different sources? | [employee comments] |
Summary |
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Sections 1-4: To be completed by the supervisor Section 5: To be completed by the employee |
1. Exceeds Job Related Expectations |
2. Areas to improve |
3. Goals completed since last performance feedback |
4. Goals for next period |
5. Employee comments |
Signatures | |
| I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
| Employee: | Date: |
| Supervisor: | Date: |
| Human Resources: | Date: |