Your Epic Career Roadmap at Duke Tax
Foundation
3-6 monthsDeveloping
6-12 monthsStrong
18-24 monthsLeader
30-36 monthsMaster
36-48 monthsBuilding Your Expertise Base
3 to 6 monthsWhere it all begins! This is your launch pad. You'll master the core formations workflow and build speed with confidence.
Strong understanding from start to finish
Fully built out for each workflow part
Within 1% of 2025 tax plan
Run alone with camera on
Answer common questions with confidence
Maintain excellence for 30 days straight
Growing Reliable Independence
Months 6 to 12You're gaining momentum! Independence grows, supervision decreases, and quality increases. You're becoming the reliable one.
Handle work without supervision
Complete tasks efficiently
Speed + accuracy combined
Receive compliments for speed/quality
Join client calls with camera on
Accuracy increasing steadily
Continue building these skills for 6+ more months to reach the next milestone
Independent, Skilled, and Trusted
18 to 24 monthsYou're the go-to person! Fully independent, trusted by the team, and contributing improvements. You're not just doing—you're teaching.
Perform all formations without reminders
Manage entire workflow start to finish
Run calls smoothly when needed
Provide guidance and support
Understand and explain fundamentals
Help clients get set up
Step in when required
Answer Duke's questions correctly
Learn outside Duke Tax on your time
Suggest better processes
Maintain efficiency always
Running the Department Day to Day
30 to 36 monthsYou're in command! The department is yours. You direct, decide, and deliver without needing Duke's oversight. Leadership is your new normal.
Full ownership of performance
Teach and correct consistently
Make accurate calls without supervision
Identify needs and fill roles
With clarity and authority
Guide clients through strategies
Answer Duke's questions correctly
Improve speed and systems
Perfect performance streak
Strategic Driver, Tier X Consultant, Department Expert
36 to 48 months (Year 2-3)🏆 You've reached mastery! You're the strategic driver, the department expert, and the Tier X authority. This is the pinnacle—you set the standard for everyone.
Complete mastery of workflows and formations
Improve pipelines, organizers, internal processes
Maintain mastery of state/federal law changes
Lead meetings and drive long-term strategy
Raise entire team's skill level
Become the internal authority
Manage a team independently
Consistently deliver excellence
Earn reviews mentioning your name
Independently and confidently
Provide clear, confident strategy
Fully manage client setup
You've reached the pinnacle of your career journey. You're not just excellent—you're exceptional.
Foundation
Stay focused!
Hit those time targets early. Speed + accuracy = mastery.
Personal investment in learning accelerates your growth exponentially.
Teaching solidifies your knowledge and builds leadership skills.
Your insights make the whole team better. Speak up!
30-day and 60-day streaks prove reliability. Build the habit.
Tier X expertise is your ticket to Level 5. Master it early.