Training and performance review, role by role
For each role that matters in professional services: what a new joiner, an independent worker and a senior should be able to do, how to train them at each stage, and how to review them.
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Share your requirementsRoles in professional services
Article trainee
Learns the profession while assisting in a CA, audit, tax or accounting firm: vouching, bank reconciliation, filing support, working papers and client visits. Works under seniors and the partner. Reports to a senior associate or manager on each assignment.
Training path and review →Audit and tax executive
Does the day-to-day work of audits, returns and filings for clients of an accounting, CA or tax firm. Collects data, prepares working papers and computations, checks compliance dates and writes drafts for review. Reports to a senior or manager.
Training path and review →Paralegal and law clerk
Supports advocates and lawyers by drafting documents, doing research, preparing files, tracking court and filing dates, and coordinating with clients and registries. Works in law firms, litigation and claims practices, and legal process outsourcing firms. Reports to an associate or partner.
Training path and review →Junior advocate
Assists a senior advocate or partner in litigation or advisory work: drafts pleadings, researches, attends hearings, files documents and keeps clients informed. Learns court practice and gradually argues short matters. Reports to a senior advocate or partner.
Training path and review →Design engineer
Prepares drawings, calculations and models for building services, structures or interiors, and checks them against codes and the client's brief. Coordinates with other disciplines and site teams. Reports to a senior engineer, project lead or partner.
Training path and review →Client relationship manager
Looks after a set of client accounts for a consulting, accounting, legal or recruitment firm: understands needs, brings the right people, tracks work and fees, handles issues and spots new needs. Reports to a partner or head of client service.
Training path and review →Engagement manager
Runs client projects or assignments in a consulting, audit, legal, design or advisory firm. Plans work, allocates staff, tracks time and budget, reviews output and keeps the client informed. Reports to a partner or director.
Training path and review →Client coordinator
Handles day-to-day client contact and follow-up for a professional firm: collects documents, schedules meetings, tracks deliverables and invoices, and keeps records tidy. Supports partners and delivery teams. Reports to a client relationship manager or office manager.
Training path and review →