Do you have to have a JD/LLM to be an expert in private clients (estate, trust, wealth transfer planning)?

2/9 Thread (General):

What is the average % increase in pay that comes with getting a promotion?

Anyone at Kearney willing to take a look at my CV and potentially refer? Thanks!

Book recommendations for copywriting/advertising? Thank you! 🙏

Hi folks, trying to use the COUNTIFS() formula, where one of the criteria is to only count unique values within a range. Any suggestions on how to do that?

Pregnancy lady here. Wanna go somewhere this weekend to avoid the heat. Obviously I can’t hike, walking is ok. Prefer somewhere pretty within 2 hrs of drive from Denver. Thank you! Have a nice weekend!

Layoff in IQVIA?
@iqvia

Would love to hear some suggestions on customer success software. We have a small team, but we're willing to invest in whatever will make our lives easier. What do you all use?

Any one currently working at EY LLP?

Guys! Is Deloitte hiring on freeze rn?

Anyone here do orange theory fitness? How much is it in Atlanta? Moving from another city.

Well…. My literal worst nightmare happened today. I stood up from using the bathroom to see a MASSIVE spider chillin on the side of the bowl….

Any lessons learned to share when looking for jobs abroad? Like looking for jobs in Europe while in NYC currently

What do you guys feel about the Supreme Court’s decision in overturning Roe vs. Wade? It is still a hot topic in our office.

Folks who’ve left ClearView, how is life on the other side, and how long did you stay before you jumped ship? It’s a week where I’m burning, and the fact that I feel so isolated during it makes me want to quit consulting altogether. Would also like to talk to some of you if possible. Never thought I’d say this but I honestly feel unhappy in my job, and I wonder if it is just WFH related - and whether it might get better once the office opens up.

Hiring a couple mid-level to senior brand design and art directing roles at a start-up in NYC. ~100 people. Both salary ranges are 80-90k. Must have experience in related roles -- no recent grads. I'm the CD (not a recruiter!) and you'd work under me. Happy to answer questions.

For EY and PwC, what are the best groups to be in for Tax? (NYC offices)

What's your favorite thing you spouse/significant other does to support you during busy season? Mine always leaves PJs laid out for me when I get home after working late and I love it.

Anyone made the switch from tax to HR? What was your experience and how did you go about transitioning?

Recruiter is telling me that fund administrators pay more than private funds at SM/Director levels. Are people seeing this? I always thought it was the other way around

Does anyone know if you could file a non-automatic and an automatic change on the same 3115? I have a situation where a non-automatic change needs to be filed to move items from building to 5 and 15 year property as a result of a cost seg. Also want to do the automatic change from 40 to 30 years ADS for Residential Real Property under 163j. Missed the deadline to file the non-automatic in 2020 and doesn’t make sense to do the 40 to 30 change first.

Foreign-trained CPA looking to eventually get a tax position in the midwest or south US (MO, AR, TX). I have acceptance letters to study for the online MTax at Denver and online MSL at Boston and NYU with the latter being most expensive.

This is all out of my own pocket. Does the NYU name on the resume justify the higher price tag of that degree? Anything else I should consider when deciding between these options? Thanks

I feel like I can only tolerate accounting 40-45 hours a week. These 60+ hour long weeks are getting old real quick.... thought I was a seasoned vet with 6 busy seasons under my belt but nah

Can someone explain how the stimulus bill affects the 2020 for individuals?

How much are big-four busy season contractors paid? Can they do it part time?

How much does your firm provide for referrals at each level

I am a 3rd year senior associate in alternative investment tax and up for manager promotion this year. I really dislike the long hours of this job and seeking to make a move. Although I’m not sure i necessarily want to stay in tax. I have a young toddler at home and want to find a job i like, makes decent money, and has decent hours so i can spend more time with family.

Has anyone been in a similar position and made a move? Can you please share your experience? Thanks!

does the money in this profession (i.e. tax) come with time? it’s been a hard few years and sometimes i feel foolish for choosing this. at least knowing long term i can one day make low to mid 100s may make it worthwhile

edit: i’m non-tech (provision/compliance focused in MCOL)

What has the group generally seen as a capped out salary level for tax senior managers in MCOL? Specifically for financial services. Thanks!

I constantly feel guilty for logging off early even on one day a week - well not early but I worked from 8:30am-6:30pm and feel like I’m the only one not online currently. I also obsessively keep checking teams on my phone to see who else at my level is working longer hours. I know this doesn’t sound normal so please help with any suggestions!!!

Hi all,
It's goal setting time. I am CPA and tax senior at mid size firm and coming from small size firm this is first one for me. Can you please share some of the exmaples of SMART method goals?

As someone with a background in the military, is it worth it to try to go back to the government as a tax analyst or senior tax analyst for the Dept of the Treasury? I'm wondering if I'll have an edge in getting hired as I've been at the GS-13 level before I left the military and I'm hoping I can use that time in service to add to a pension time requirement in the government.

I have 2 engagements that have their weekly client calls at the same time every week. I mentioned to the smaller engagement, if they can move the call to another day or time. They were like no. I got a reply like we will let you know if anything affects your funds. Today going over some random things, I asked about stuff and they were like oh yea it was mentioned on the weekly call. I’m a manager on this account. I feel when busy season hits I will end up being lost and look bad.

Any International Tax folks here help. Can someone confirm when is the Form 1042 actually due? Is it 4/15 or 9/25? I was under impression it’s statutorily not due until 30 days after your actual K1s are out, can someone please clarify, Thanks!

I’m a new senior associate and I don’t have all the answers. Hell I’m still learning…but I figured if I can lower associates 20 questions to 2 questions to the partner then that’s a win, right?