Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a tax auditor.
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 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 |
|---|---|
| VERBAL COMMUNICATION: Always try to speak with great confidence and without fear of making mistakes. Listen well enough to be able to give constructive feedback to other people. | [employee comments goal] |
| PHONE SKILLS: To always speak in an inviting and positive tone to make the conversation relaxed and appealing. To always try to address the caller by official names or title while conversing over the phone. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: To perform my administrative roles in a professional manner and without any fear or prejudice. To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough. | [employee comments goal] |
| KNOWLEDGE OF COMPANY PROCESSES: Anticipate outcomes based on the understanding of the company's decision-making bodies and power relationships Manage compliance, ethical and other issues in order to protect the company's reputation and respect its obligations | [employee comments goal] |
| LEADERSHIP SKILLS: Make an effort to reach each employee individually to discuss their challenges Shun favoritism and compromise to create a united, happy team | [employee comments goal] |
| APPEARANCE AND GROOMING: Maintain a robust level of poise and professionalism when faced with crisis Support a more inclusive and positive work environment that creates an enthusiastic feel | [employee comments goal] |
| DEPENDABILITY: Invest in character that builds the actual spirit of teamwork Respect the company's policy and regulations by becoming reliable and dependable | [employee comments goal] |
| PROJECT AND GOAL FOCUS: Do own goals as early as possible or when one feels the mind is fresh and ready to handle important tasks Create a mission statement in order to help direct own energy and time to accomplishing all important goals | [employee comments goal] |
| QUALITY MANAGEMENT: Research and review customer feedback and use that feedback to make and inform quality decisions and processes Learn how one can use quality management skills in order to bring different parts of the company closer together | [employee comments goal] |
| SCHEDULING: Learn to use standard scheduling terminologies that all team members can understand Learn to add some contingency time for unexpected events when scheduling tasks | [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: |