Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a corporate tax senior manager.

A Corporate Tax Senior Manager is responsible for leading and managing multiple tax engagements to deliver quality tax services for the clients. This position extends an excellent opportunity for leadership and career development to the right candidate.

Other responsibilities include, building new and existing client relationships, demonstrating basic knowledge of client's businesses, reviewing federal and state income tax returns for individuals, businesses, benefit funds, real estate, and exempt organizations, handling federal, state and local tax audits, preparing research memoranda, printed correspondence/guidance, and other documents for docility to the IRS or other taxing authorities, training and supervising staff, reviewing and evaluating their work.

Employee Performance Goals Sample

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


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Show willingness to learn the best way to manage my feelings and emotions while working with others.

Be more willing to compromise for the best interest of the team.

[employee comments goal]

Look further out to where one's company benefits others in order to gather knowledge and experience that will help improve one's decision-making.

Interact with colleagues who have constantly demonstrated good judgment in every field one likes

[employee comments goal]

Actively share knowledge about the company's processes among colleagues and offer advice to new employees or those who are less experienced

Promote a shared understanding of the company's needs and strategic direction to rally teams

[employee comments goal]

Take time to communicate with someone individually when one clashes with them in order to understand the person and create a peaceful working environment

Find an accountability partner that will regularly check in on one's progress and help one keep a commitment

[employee comments goal]

Gain insight on what employee control and influence does to the business

Develop rapport building, questioning and listening skills to ensure open communication in the workplace

[employee comments goal]

Be an outstanding example that many can follow or copy

Manage timely appropriately to make the best use of each day

[employee comments goal]

Seek to improve that which does not please the supervisors

Seek new opportunities that challenge the capability to a new level of performance

[employee comments goal]

Carefully consider the feedback provided by supervisors and works on the weak areas

Go for coaching or training every time the business provides it

[employee comments goal]

Give advance notice when the company rolls out new features or launches new initiatives or applications

Look for people who have been involved in problem-solving in the past in order to ask for advice on how to prevent future problems

[employee comments goal]

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]


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


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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