Tax InternHarper & Pearson

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.