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

The Corporate Tax Manager is responsible for keeping the company's tax compliance, tax planning and accounting for income taxes and preparation of tax returns. A great manager always stays afloat of any emerging tax laws as well as excellent tax planning and saving provisions.

More responsibilities include - delivering timely and accurate data to the corporate tax function, enable accurate and timely forecasting of the group rate tax and acceleration of tax reporting closing, compiling and presenting quarterly reporting, implementing the tax plans to make sure they work, advising on bespoke tax planning, reviewing of tax provisions, liaising with other accountants, tax advisors, independent financial advisers and third party professionals.

Employee Performance Goals Sample

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

Instructions

  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

JUDGMENT SKILLS:

Constantly remind oneself of times when own judgment served them well in order to fuel confidence in the ability to trust oneself

Divide a problem into smaller manageable problems and brainstorm solutions for them separately or try to find a resemblance with a previously solved problem

[employee comments goal]
KNOWLEDGE OF COMPANY PROCESSES:

Anticipate outcomes based on the understanding of the company's decision-making bodies and power relationships

Use knowledge of corporate politics to handle difficult situations effectively and with discretion

[employee comments goal]
MOTIVATING OTHERS:

Break big goals into smaller, manageable goals and use planners, sticky notes, and checklists to remind one to keep going

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

[employee comments goal]
GIVING FEEDBACK:

Give daily and weekly reviews in order to make tracking and analyzing an employee's work much easier

Give the employee an opportunity to speak up during the meeting or ask questions about the feedback afterward

[employee comments goal]
TEAM BUILDING:

Understand the company's expectations, their requirements, their need and their mode of operations

Understand the need to work as a team and the part each player ought to play

[employee comments goal]
MANAGEMENT SKILLS:

Invest in employee empowerment to inspire people to perform to the best of their ability

Establish and use new techniques of coaching to allow your employees to learn new methods

[employee comments goal]
LEADERSHIP SKILLS:

Invest in the unity of the team rather than conflict and disagreements

Shun favoritism and compromise to create a united, happy team

[employee comments goal]
POTENTIAL FOR ADVANCEMENT:

Use your strength to meet the set objectives and grow your career

Choose to become a valuable part of the company that gives results

[employee comments goal]
SEEING POTENTIAL PROBLEMS:

Be able to relate to each team member in order to gain team's trust and increase their effort in the project

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]
KNOWLEDGE MANAGEMENT:

Work with colleagues to keep team knowledge updated and put in place effective mechanisms for being alerted on new knowledge

Participate in networking opportunities that can assist to learn from others and encourage others to participate

[employee comments goal]

Summary

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:

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