Use this step by step explanation to craft a good employee performance feedback review for a tax accountant. Find the right words with quality phrases.

A tax accountant is responsible for the compilation of all the tax-related information and reporting it to taxation authorities at the State, county or local levels at the right time. He/She also provides ledger system support for the practical issues of financial and management reporting.

Besides providing advice on taxation, more duties include, filing federal, state or local tax documents in preparation for tax returns, preparing tax provision schedules by reviewing, consolidating and developing programs, maintaining legislative materials by examining, interpreting and implementing both new and revised laws, identifying profits of potential mergers and acquisitions by analyzing tax information and accomplishing accounting and organization mission by completing related results as needed.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

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

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Tries to always consider all factors at play before deciding on a particular methods or way.

Shows great flexibility when it comes to changing strategies and tact while dealing with different problems.

2

INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements.

Demonstrates confidence and poise when pursuing new and challenging tasks.

Share valuable information that might help solve the various problems that might arise.

2

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Takes time to perform tasks and is never in any hurry to ensure they are accurate.

Maintains detailed and accurate records at all times and does not entertain sloppy work.

2

ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude.

Understands, negotiates and balances diverse views and beliefs, particularly in multicultural environments, to reach workable solutions

Surveys clients about their experience with the company and modifies service delivery based on the findings

2

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Speaks positively to own bosses and provides quality feedback about the people one works with

Shares information or content with others that is directly related to their work in order to help improve their professional skills

2

PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down.

Keeps own motivation up by rewarding oneself after successfully completing a phase of the problem

Keeps track of each solution in order to know what needs to be changed or whether the solution itself needs to be changed

2

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Turns off social media notifications in order to eliminate or reduce distractions and improve own efficiency and productivity

Takes short breaks between tasks in order to get ready for the next task, boost morale, and increase productivity

3

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Shows interest to learn more skills in scientific and technical market research

Gathers information about what consumers want and makes efforts to make it available

2

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.

Gathers information from different sources to assist in making judgments and seeks further information if existing evidence appears unsound

Shows willingness to share own knowledge and makes contributions to team knowledge resources

2

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Makes enough effort to use a reader-friendly writing style that meets the needs of the target audience

Understands several components of writing reports and proposals and is willing to learn more

2

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

Elaborate on a given occasion that you made the best decision. How did you feel about it?

How flexible are you when it comes to trying different ways of solving problems other than the intended way.

[employee comments]
INNOVATION:

Give an instance that you had to fall on your plan B when things did not work out as intended?

How well do you respond to issues and what do you feel is your weak point when dealing with problems?

[employee comments]
ACCURACY:

Which environment do you work comfortably well, noisy or quiet environment?

How do you do your research and do you use factual data and information while doing any task?

[employee comments]
ADAPTABILITY:

Were there times you had to take in a new task when you were still heavily involved with another one?

Can you describe a situation where you had to move into action without a plan when solving a difficult problem?

[employee comments]
PERSONAL RELATIONSHIPS:

Describe a time when you were successful in building a relationship with a difficult person at work. How did you go about it?

How do you make sure to keep the existing relationships with other employees and customers strong every single day?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Your manager wants to buy a program that will improve the customer service and asks you for a recommendation. How would you reply?

Describe a time when you have found a creative way to solve a problem. How did you feel?

[employee comments]
QUANTITY OF WORK:

Describe a time when you have had to adjust your working pattern in order to be more productive. How did this affect the quantity of work you produced?

What do you think can be done differently to improve the overall productivity of your company?

[employee comments]
BUSINESS TREND AWARENESS:

What efforts are you making to increase your accuracy in predicting future business trends?

What efforts are you making to know what customers want?

[employee comments]
KNOWLEDGE MANAGEMENT:

How often do you encourage others to share their knowledge and experience?

What efforts are you making to improve your skills in analyzing knowledge from different sources?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

What efforts are you making to understand all the components of reports and proposals?

[employee comments]

Summary

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:

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