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.
- Exhibits an understanding of client’s business objectives and performs tax research with a view for alternatives to satisfy those objectives.
- Works effectively with associates and superiors in analyzing business transactions.
- Performs complete and efficient reviews of individual and business tax returns while providing guidance and supervision to other staff.
- Demonstrates the ability to effectively gather data from client, audit department, and third party sources.
- Demonstrates the ability to utilize computerized research program.
- Progress towards/complete the CPA certification process (at least 1 part taken required for promotion to Senior and all parts passed required for promotion to Supervisor).
CLIENT SERVICE SATISFACTION
- Develops an understanding of the client’s business, including significant tax issues.
- Develops an understanding of the unique aspects of the client’s industry (niche).
- Demonstrates and proactively supports the Firm’s commitment to providing quality client service.
- Reveals a good understanding of the Firm’s full range of client services by suggesting those to clients, when appropriate.
- Develops positive working relationships with all clients.
STAFF DEVELOPMENT
- Demonstrates effective and appropriate delegation of work to staff.
- Provides staff with honest, objective and constructive feedback in a timely manner.
- Fosters an environment of teamwork by example, as a team leader.
- Demonstrates the ability to establish informal counseling relationships with staff through mentoring and informal coaching.
- Is accessible to staff as a sounding board for concerns and questions.
- Serves as a role model to staff and peers.
- Willingly participates in the recruitment of new staff by referring and/or interviewing candidates when appropriate.
PRACTICE MANAGEMENT & FIRM PROFITABILITY
- Anticipates problems and issues, and keeps the in-charge/manager informed of engagement status.
- Demonstrates an ability to manage concurrent assignments to successful completion.
- Proactive in the bottom-line management of assigned engagements.
- Assesses and maintains individual productivity (realization, chargeability, etc.)
- Demonstrates an awareness of new business opportunities, such as cross-selling other services to clients.
- Complies with Firm practice management procedures and systems.
- Begins to develop the attributes of an effective and competent “Ambassador of the Firm”.
PERSONAL GROWTH
- Displays executive presence, business acumen, and professionalism.
- Exhibits effective communication and listening skills.
- Begins to develop networking relationships with clients and non-clients.
- Actively participates in professional and community service organizations.
- Displays the ability to make administrative decisions under pressure.
