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

A Tax Advisor is an expert in providing commercially focused tax information and assistance to a wider range of customers who operate in any sector of the economy. This position allows you to come up with tax efficient strategies for multinational and domestic based clients in a variety of business situations. It also helps in monitoring and anticipating tax legislation changes while responding quickly with the specific advice for their customers.

Other important tasks for this position include advising and consulting with clients to provide information about tax legislation, helping businesses come up with strategies for dealing with tax so they can prepare for the future financial market, advising on aspects of property transactions that include acquisitions of foreign property.

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

PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training.

Demonstrates good ability to use visual aids most appropriately during presentations.

Knows how to use true stories in between the presentation to pass across a point or to grab the audience's attention.

2

MOTIVATING OTHERS: Motivating is using persuasion, incentives and mental or physical stimulants to influence the way people think or behave individually or in groups.

Asks one's boss for more responsibilities in order to broaden one's skill set and keep one stimulated and motivated to work

Changes up own routine with a new, fun hobby in order to release tension after work

2

TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace.

Completes the tasks given to teams without getting concerned who gets the credit

Great at working and understanding the team dynamics that are beneficial to the business

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.

Listens and adheres to active counsel regarding the business strategies

Takes work seriously giving it the required commitment the company asks

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.

Trains every member of the team on good time estimation skills in order to maintain accurate schedules

Lets employees and colleagues know what is going on behind the scenes in order to help them prepare for changes

2

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Takes responsibility for own mistakes; looks at the situation in a positive way and shows the willingness to improve

Completes a portion of the task and shares it with the person who assigned it in order to get valuable feedback

2

TIME MANAGEMENT: Time Management is the capacity for an individual to assign specific time slots to activities as per their importance and urgency to make the best possible use of time.

Excels at prioritizing work by avoiding being involved in endless details

Assists others in managing their time and building their time-management skills

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.

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

Looks for ideas that can assist in improving own knowledge capabilities and accepts useful suggestions

2

RESEARCH: Research is the ability to stay updated on the latest trends in different fields as per your concern or the concern of your company or business.

Constantly draws conclusions from scientific analyses or arguments and constantly makes predictions from experimental data

Makes effort to identify ideas and concepts that are relevant to a problem

2

MECHANICAL SKILLS: Mechanical Skills are the abilities to solve problems that arise in the workplace, although it may vary from one company to another.

Identifies weaknesses and potential design improvements in mechanical tools and equipment

Makes effort to complete tasks that have cost restraints and meets most deadlines

2

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

How do you normally conclude your presentations and how can you rate it?

How well do you deal with questions and issues raised by the audience?

[employee comments]
MOTIVATING OTHERS:

Can you give an example of a time when you overcame a significant problem, which made you very proud of yourself?

What is the biggest goal you have ever accomplished? Why do you consider it the biggest? Describe the problems you faced, if any

[employee comments]
TEAM BUILDING:

Where do you fit in the team work? What is your particular role in that team?

Do you offer good group work and successful management equally to everyone or do you show favoritism?

[employee comments]
POTENTIAL FOR ADVANCEMENT:

Do you carefully consider the feedback from the management or do you overlook it?

What measures are you meaning to use to become better in executing your duties?

[employee comments]
SEEING POTENTIAL PROBLEMS:

Describe a solution that was implemented primarily due to your ability to see potential problems. What was the problem?

How do you test a new software in order to make sure that it does not have hidden issues?

[employee comments]
DEADLINES - ON TIME:

How do you handle distractions and interruptions at work? Is there a time when you were distracted when doing an important task? What did you do?

Is there a time when you faced a problem when handling a task? How did this affect your mini-deadlines and the actual deadline?

[employee comments]
TIME MANAGEMENT:

Can you point out the things distracted you from delivering work on time?

Do you make your schedules flexible enough to accommodate emergencies?

[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 stay alerted with new knowledge?

[employee comments]
RESEARCH:

How often do you use mathematical techniques such as statistical tests to manipulate data?

How often do you break bigger issues into smaller manageable parts when faced with complex situations during research?

[employee comments]
MECHANICAL SKILLS:

Have you ever failed to complete a task on time? What did you do to improve?

What efforts are you making to learn more about safety requirements and legal guidelines when developing designs?

[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:

Related Articles