Professional Competence & Technical Development
- Prepares clear and concise workpapers with definitive conclusions.
- Prepares meaningful and well written recommendations for inclusion in client correspondence.
- Demonstrates the ability to identify issues and apply accounting principles and auditing procedures.
- Effectively applies information technology tools in assigned areas.
- Displays substantial progress toward graduation and/or certification.
Client Service Satisfaction
- Demonstrates commitment to the Firm’s core value of providing quality client service.
- Develops positive working relationships with all clients.
Practice Management & Firm Profitability
- Anticipates problems and issues, and keeps the in-charge/manager informed of status of assigned work.
- 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.
- Fosters an environment of teamwork but clearly operating as a team member.