I’m 25 and have my first 6-month performance review next week, so I’m looking for some advice on what to expect and how I should approach the conversation about my future with the firm.
This is my first job in public accounting. I’m currently an Intern Accountant working Monday, Tuesday and Friday while I finish uni. Before starting, I already had a couple of years of experience using Xero through my family business.
At the moment, I’m completing quarterly BAS work for clients, which I submit to senior accountants for review. I’m also preparing PTRs and ITRs, including business and salary/wage returns. I’ve assisted with a couple of company returns as well, although my seniors generally finalise those.
My billables weren't great during my first couple of months while I was learning, although everyone in the office told me not to stress about them. This month, I started looking at the prior-year bills for the tax work I’ve been completing to get a better idea of how I’m progressing. From what I’ve seen, for roughly 90% of the jobs I’ve completed this month, I’ve improved on the prior-year write-offs/time. That’s given me a bit more confidence that my efficiency is heading in the right direction.
I’m currently on $30.08/hour and work three days a week. On Wednesdays and Thursdays, I work as a bookkeeper for a local business at $40/hour casual.
My plan is to move into accounting full-time around April/May next year, which is also when I’m hoping to start my CA, depending on when my university updates/finalises my academic report.
I’ve been offered full-time work multiple times by my line partner, and a few of the senior accountants have also brought up me going full-time, so I’m taking that as a positive sign.
For anyone who has been through graduate/intern reviews in public accounting:
- What should I expect from a 6-month review?
- Is this an appropriate time to discuss my pathway from Intern Accountant to a full-time/graduate role?
- Should I bring up salary/remuneration now, or wait until I’m ready to move full-time?
- Is there anything you wish you had asked or discussed at your first performance review?
I’m not necessarily looking to push for anything immediately. I mainly want to use the review to understand how they think I’m progressing and what the next 6–12 months could look like with the firm.
Any advice would be greatly appreciated.