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

A Tax Advisor is an expert in providing commercially focused tax information and assistance to a wider range of customers who operate in any sector of the economy. This position allows you to come up with tax efficient strategies for multinational and domestic based clients in a variety of business situations. It also helps in monitoring and anticipating tax legislation changes while responding quickly with the specific advice for their customers.

Other important tasks for this position include advising and consulting with clients to provide information about tax legislation, helping businesses come up with strategies for dealing with tax so they can prepare for the future financial market, advising on aspects of property transactions that include acquisitions of foreign property.

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


Build and show high confidence at all times when delivering a presentation.

Create a very lively persona always before, during and after delivering any presentation.

[employee comments goal]

Evaluate own reasons for doing something or setting goals in order to take stock of one's priorities and feel motivated

Familiarize oneself with the cause of lack of motivation in order to be able to get solutions and get inspired

[employee comments goal]

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

Comprehend the goals with their relevance to the business and work to deliver the expectations

[employee comments goal]

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]

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]

Start with the complex tasks and break them down into smaller chunks, each with a specific deadline

Share problems and tasks with other employees but learn to say not to them when one is short of time

[employee comments goal]

Put more effort in tasks that demand higher priority rather than wasting time in less important tasks

Put more effort into finishing all tasks early to ensure they do not pile-up

[employee comments goal]

Evaluate the quality of knowledge and information critically before using it and seek for further knowledge where necessary

Check the experience and knowledge of others before starting new tasks

[employee comments goal]

Put extra effort in communicating the purpose and outcomes of a research in a clear manner

Learn to use appropriate data collection methods when gathering data

[employee comments goal]

Show more willingness to work in a team and with a diverse group of people when making designs

Pay attention to detail and use sketches, verbal instructions, and notes to assist in completing complex project designs

[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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