E filed a return, got the acceptance, had a $14k payment with the return which was posted by the IRS but they have no record of a tax return and are saying the $14k payment is a credit available to refund. Any ideas how that's possible?

Gripe in here about Legal Assistants (more in comments)

Just found this bowl and it’s hilarious. I feel less guilty for shamelessly flirting on fishbowl now

I am going to India for a month. May have to change my return date. Any suggestion on what insurance/other option to reduce the ticket update cost impact.

Just want to rant. Failed an interview because I brought up ranger school being the reason I left the military. Cont. Below.

Anyone use a lawyer to get increased disability? If so, any recommendations?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

Ross or Fuqua?

Sold all of my holdings yesterday. Don’t see this bull market holding for another week. What are other fishes doing?

Hey everyone! I am currently working as a BA 3 on market expansion and I want to pivot to financial services. I’d love to do strategy, internal consulting, or BA. Downside is that I don’t have a business degree, I studied healthcare admin. Is that a big deal, especially considering my experience?

Would love any advice on how to break into a new industry!

Current:
Business Analyst 3 (FT) (Recruited for this role)
VC Assoc. (PT (UNPAID))

Previous:
Healthcare Strategist (FT)
VC Assoc. (PT) (UP)

what’s the best way to go about telling your manager a deadline they promised is unreasonable/almost impossible

You all might want to start keeping track of overtime. If your making 50k-55k and you work 60 hour weeks every week, the firm legally will owe you overtime.

Hi folks, need your help! Just found out that we’re pregnant (we were not actively trying so kinda surprised 🙈). What brand prenatal vitamins would you recommend? I’m seeing mixed suggestions on Folic vs. Folate - which one is important?

Please guide me and let me know if there is anything else I need to do at this moment. I’ve contacted my OB as well. I’m so worried. Thanks!

What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!

Hello Fishes,
I'm a product manager in tech space with experience in both business and tech aspects of product management.
I am looking for opportunities abroad in product space preferably in US/UK/Canada/Australia/Singapore
If you could help me with the process or can help with it i would be very grateful to you.
If you are willing to give referrals please DM.

Thank you.

Is the 2018 Macan turbo w perf. Pkg the best Macan ever made?

Anyone know how to be selected for Prestige 40 under 40? Don’t think can apply

What are common easy to pick up side hustles?

Have a really good relationship with current company, but got an amazing offer and very likely gonna leave (signed the offer, waiting for all the background checks to come back). How do you tell your boss you are leaving the company (if boss is not a dick lol) and not ruin relationship?

Do all firms share utilization reports for all staff with everyone? I feel like it’s awful for our company culture to share everyone’s stats office-wide. Just breeds anger and bad vibes all around.

Today’s my bday. Also my beloved family dog is getting put to sleep due to cancer. I didn’t take the day off today for either reasons. Do I have my priorities messed up right now?

Can you apply for a per diem tax job besides your full time tax accountant job? Both are public

International tax senior associate- Deloitte

I have an interview with Deloitte next week for senior associate Internacional tax in California. How much salary I should expect? I am sure this question will come up and I don't want to underbelly myself. Currently I am a senior at other Big4.

How hard or easy is it to transfer groups within EY?

First-year tax staff that started end of Q3, and just had my first year-end performance evaluation meeting. Still a blank slate in terms of tax experience, but I honestly do have a slight interest in international tax. Brought it up and I was given some names to find some work opportunities in that area. Besides SALT, any other specialized areas I should try to get some experience in? Also open to any tips and tricks to help tailor my workflow and experiences for the months to come.

Do you ever wish you could just go home at 6, play with your kids till they fall asleep, and then have a glass of wine with your wife before an early bedtime & sleep 8 hours?

Current market rate for federal tax S2 in NYC?

👀 Can we talk smack about auditors? Trial balances based on filed financials are still trash once it comes time to do returns, so all I’m saying is materiality can kiss my a**

Anyone recommend their firm for fed tax? Looking to stay in PA in a top 20 to continue working remotely.

I interviewed for KPMG on 11/15 for a Senior role and the HR emailed me on 11/16 that everyone liked me but they think I should be hired as an Experienced Associate. I had a call with the HR on 11/17 wherein we discussed about my salary expectations and the HR said he will get back in a day. It’s been more than 10 days and multiple follow ups but still no response. I don’t think I was rude while talking to the HR, I just told my current salary and asked for min. that no. Did i miss the chance ?

How often do you come across Schedule F? I have prepped 3 tax returns for farmers this busy season? It’s interesting. I’ve worked for large and small firms. I never had to deal with Schedule F until now.

Intl Tax folks, how long did it take before you were confident in your role? I've worked for the past 3 years in a practice that is heavily consulting based (inbound and outbound structuring) and I feel like I'm only just starting to understand the foundational concepts (where I can explain them clearly to clients) and offering a shred of value. Then I'll have calls where partners discuss complex tax, legal, treasury and other related concepts that all go over my head.. it becomes overwhelming

Anyone else been told that for non-promotion years to expect an average of 5% raise and an average of 10% raise for promotion years? This is at a Top 25 Midwest accounting firm. Calculated my projected salary for the next 5 years and decided to find another firm. Much happier now 😊

Do you all see a compelling future in your tax career? I’ll go first, I don’t see a compelling future working for a large PA firm in the long run because you have to work more as you move up. However, I do see a compelling future by using my knowledge and skills to open my own firm/business and work less hours as long as I make enough money which is $75k, or if I do work long hours, it’s because I want to.

Working for a senior who is beyond horrible. She talks to you like you’re stupid and makes it sound like you’re absolutely terrible at what you’re doing. She’s made 5 other associates cry during her 5 year career. Got someone fired and made another person quit. It’s known around the office that she can no longer have a female associate, because she talks down to females more than she does males. I came along and thought I could deal with it but she literally makes me want to not log on tomorrow.

What kind of exit opportunities are there for tax senior? Looking into getting an MBA. Any thoughts?

If your an experienced staff or senior with hedge- fund experience and want to move to Dallas, DM me to discuss discretely. Honestly great team. Turnover has been low for last 18 months at 10%. Compared to 40-50% in other places. Crazy hours feb-apr, 40 apr-jul, 45 in Aug, maybe 50-60 that last week of aug/ early sept. <40 post 9/15. We have a need at the senior level to fill a gap. Seniors help is needed everywhere so if your interested, come cash in your chips!

Can someone explain 704(b) in simple terms?