Perform effective wrap-up of engagement, assisting manager or partner after leaving the field, clearing all review notes, assisting manager or partner with report issuance/ concurring review process, placing files to disk/network and complying with document retention policy, binding and filing work papers in the office and ensuring engagement reviews have been completed and discussed. Work closely with counselee to plan for success: serve as formal counselor, proactively meet with each counselee, and actively solicit feedback from individuals with whom counselee works, be accountable for counselee’s compliance with requirement, and actively participate in the Annual Review Process.