Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a tax accountant.
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 Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CRITICAL THINKING: Learn to figure out different possible options of solving problems on a short, medium and long-term range. Show willingness to improve on critical thinking skill by learning new techniques. | [employee comments goal] |
| INNOVATION: Adapt to new technology and innovative ways of using it to solve problems. Show enough willingness, determination, and initiative, always to find solutions to any problem. | [employee comments goal] |
| ACCURACY: To always work in a very peaceful environment to ensure no distractions are entertained. Ensure to proofread all the work before presenting it keenly. | [employee comments goal] |
| ADAPTABILITY: Put extra effort in tasks that need to be prioritized and innovate methods to take on new tasks Become more flexible and work with other employees and team members who may have problems meeting deadlines | [employee comments goal] |
| PERSONAL RELATIONSHIPS: Learn who works best through the phone, email, personal visits, or instant messaging and try to utilize their preferences when communicating with colleagues Understand that every employee is unique in his/her own way and try to dwell on their positive qualities but not on the negative ones | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Get as much information as one can about the situation at hand and the options available to solve it Talk with people who are experts in solving problems or those who are attached to the situation at hand and try to get a solution to the problem | [employee comments goal] |
| QUANTITY OF WORK: Give oneself a deadline for open-ended projects or tasks in order to get focused and increase productivity Use the provided procedures or guidelines to perform tasks in order to improve quality and productivity; avoid using inappropriate shortcuts | [employee comments goal] |
| BUSINESS TREND AWARENESS: Pay special attention to new trends and implement change towards them Show willingness to learn more about scientific and technical market research | [employee comments goal] |
| KNOWLEDGE MANAGEMENT: Comply with the set standards, processes, and guidelines for managing knowledge and encourage colleagues to adhere to these standards Learn better communication skills to assist in sharing and transferring knowledge effectively | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: Evaluate samples of published reports and proposals to enhance understanding and confidence in preparing and writing reports and proposals Develop paragraphs that introduce, develop, connect, and conclude ideas when writing reports and proposals | [employee comments goal] |
Summary |
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Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. 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: |