PROFESSIONAL COMPETENCE & TECHNICAL DEVELOPMENT
- Demonstrates an understanding of fundamental principles of tax law.
- Exhibits an understanding of the levels of authorities, legal precedents, rulings, and regulations.
- Effectively applies tax knowledge to individual returns and less complex business returns.
- Exhibits a desire to understand business transactions and related issues.
- Provides research support to a transaction review process.
- Demonstrates an ability to prepare individual and business tax returns on a timely and efficient basis.
- Prepares a completed and organized tax file including appropriate supporting documentation for the tax return.
- Exhibits an understanding of computer system used in tax preparation process.
CLIENT SERVICE SATISFACTION
- Demonstrates commitment to the Firm's core value of providing quality client service.
- Develops positive working relationships with all clients.
STAFF DEVELOPMENT
- Fosters an environment of teamwork by clearly operating as a team member.
- Willingly participates in the recruitment of new staff by referring candidates and meeting with them, as necessary.
PRACTICE MANAGEMENT & FIRM PROFITABILITY
- Anticipates problems and issues and keeps the in-charge/manager informed of engagement status.
- Complies with Firm practice management procedures and systems.
- Begins to develop marketing skills to provide clients with additional services.
PERSONAL GROWTH
- Displays executive presence, business acumen, and professionalism at all times.
- Exhibits effective communication and listening skills.
