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

The Tax Auditor is accountable for evaluating financial records to ensure compliance with the applicable laws. This position requires that one contains a Bachelors degree or an Associates degree with some years of experience to be able to handle the responsibilities well.

The primary roles for this position includes, evaluating financial records or individuals, companies, agencies or organizations, ensuring all the financial details comply with the federal, state and local tax laws, advising on tax matters, assisting in filing tax returns, maintaining all the required paperwork for the necessary policies and procedures, administering all internal audits as well as ensuring all internal audits and ensuring compliance to al the transactions tests and documents.

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

VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business.

Knows audience well enough and uses the correct language and terms that will suit them perfectly.

Shows great skill when using tonal variations in speech and tries to balance it.

2

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Tries to be as comfortable and relaxed as possible before making any telephone call.

Always asks the other person on the line if he or she may need any further assistance.

2

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Demonstrates a good ability to a make sound administrative decisions with fairness.

Always seeks to improve and improvise the effectiveness and efficiency of administrative tasks.

2

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.

Proposes different ways to do things and understands the value of other ideas and ways of doing things

Understands the general environment in which the company operates and respects its Code of Conduct, values, and networks

2

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.

Sets very high expectations that challenge the team to think creatively outside the box

Precisely acknowledges the success of employees and recognize their contributions

2

APPEARANCE AND GROOMING: Appearance and Grooming are the way one presents themselves in a professional environment or the workplace with the aim of gaining positive impression and respect as well.

Ensures good example is set before other employees especially the newbies

Wears a bright smile every day that lights up the entire company

2

DEPENDABILITY: Dependability is the characteristic of being able to be counted on and relied upon by providing services that be trusted within a period.

Unstoppable by any obstacles, pressures and demands that would justifiably derail others

Has a track record of energy, drive and performance levels that are inconsistent and unpredictable

3

PROJECT AND GOAL FOCUS: Project and Goal Focus is setting your mind and heart on things that matter and add value to your life against those things that add no value at all or of little value.

Regularly checks the progress of own goals in order to stay on track and know whether or not to tweak own actions

Ties goals to own values and interests in order to give them more meaning and stay motivated to achieve them

2

QUALITY MANAGEMENT: Quality Management is the management approach to the long-term success through customer satisfaction that directly involves the employees in the continual improvement of the daily tasks.

Agrees on high standards and quality on the outset, when working with a client or other employees

Uses a range of project management tools and techniques to keep projects and their activities on track

2

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

Makes effort to schedule tasks for the day ahead of time

Spends half of the available time engaging in activities and thoughts that produce most of the results

2

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

Who is the greatest orator that you admire and why do you admire them?

How do you prepare yourself before you talk to people and has it been of help to you?

[employee comments]
PHONE SKILLS:

How do you handle irate and upset callers during a phone conversation?

Do you typically take charge of the phone calls you make and how do you ensure to have everything under control?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you handle your administrative roles to ensure you deliver good results.

Give an instance, or example that you can say is your proudest moment of being in an administrative capacity?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

How do you manage a project plan, set timelines and milestones, and involve team members in order to deliver on time?

What steps have you taken to encourage other employees to keep up-to-date with the company's rules, structures, networks, and systems?

[employee comments]
LEADERSHIP SKILLS:

Do you offer concern and assistance for poorly performing employees?

Are you willing to learn new trends to equip you as a better leader?

[employee comments]
APPEARANCE AND GROOMING:

What are your personal motives behind your dressing and grooming?

Are customers more attracted to your confidence, skills, and good grooming?

[employee comments]
DEPENDABILITY:

Can your manager depend on you to handle tasks without being asked to do so?

Do you finish all your projects and tasks within the allocated time?

[employee comments]
PROJECT AND GOAL FOCUS:

How many company goals have you achieved in the past six months? What approach did you take to reach them?

How do you differentiate goals that are urgent from those that are important? Give an example

[employee comments]
QUALITY MANAGEMENT:

How have you helped your team members produce quality work? How has this improved the overall productivity of the team?

Describe a time when you had to deal with an angry client because you had delivered a poor quality product. How did you handle the situation?

[employee comments]
SCHEDULING:

What efforts are you making to update your list of activities and track project schedules?

Can you think of a time you failed to schedule a task ahead of time? How did you correct the situation?

[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