Use this sample and step by step explanation to craft a meaningful 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.

Speaks disrespectfully and arrogantly while in a conversation with others.

Speaks too much and does not give room to others to talk or share their thoughts.

1

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.

Speaks with good clarity and uses correct language to address the other person.

Maintains a cool head whenever the person on the line seems arrogant and uncontrollable.

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.

Fails to meet expectations in an effective and timely manner.

Have poor interpersonal skills that affect the establishment of positive and meaningful relationships.

1

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.

Is not able to recognize what is acceptable and what is not, even when presented with the company's rules, structures, Code of Conduct and values

Is unwilling to raise ethical issues or compliance that protect the company's obligations and reputation

1

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.

Consistently emphasizes the importance of teamwork and personal goals by being an example

Maintains an open communication platform with and among the employees

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.

Presents a warm, unique look that attracts customers, coworkers, and staff

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.

Sets integrity aside when performing any task or dealing with any customer

Treats others with contempt and does not show concern for new employees

1

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.

Lets other people throw one's task off by accepting to do favors for them while working on an important task

Sets goals inside own comfort zone thus doesn't find them compelling enough to follow through and achieve them

1

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.

Does not check own work for mistakes before submitting thus often delivers poor quality work

Does not communicate the importance of high standards to suppliers or check their products for quality

1

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

Demonstrates inability to identify more important tasks first and focuses more on quantity than quality

Hardly creates a routine and fails to get repetitive tasks done efficiently

1

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

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

Have you ever tried to copy somebody else's way of talking and how did it turn out?

[employee comments]
PHONE SKILLS:

How well can you rate the way you handle your phone call conversations?

Give an instance you had to talk to someone on the phone while in a loud place? How well did the conversation go?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you encourage your employees to be the best they can be and to trust in their abilities?

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?

In your opinion, what are some of the common procedures that should be eliminated in your company? Explain why.

[employee comments]
LEADERSHIP SKILLS:

Are you reliable to answer the employees? questions without lying?

Can you be trusted to poor coach employees to see a change in their performance?

[employee comments]
APPEARANCE AND GROOMING:

Are you introducing a good or bad example to other employees who are watching you?

What is your level of hygiene that you present to others?

[employee comments]
DEPENDABILITY:

Do you give excuses instead of doing what is right?

Are you a loyal person that your coworkers and management can rely on?

[employee comments]
PROJECT AND GOAL FOCUS:

Is there a time when you have missed goals? What were those goals and why did you miss them?

What are some of the things that get you distracted when trying to achieve your goals? How have you handled this?

[employee comments]
QUALITY MANAGEMENT:

Describe a time when you have suspended a supplier's contract with your company because he/she was supplying low-quality products. How did you go about it?

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 are you doing to identify and prioritize more important tasks?

How often do you balance work and life and how often do you schedule time for non-work related activities?

[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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