Accounting

Genuine advice for 1st years and bad seniors. Check prior year when preparing or reviewing before you stop to ask the experienced staff a bunch of questions w easy answers. It's sloppy and looks bad.

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I’m guessing you’re the experienced staff? And I’m guessing your “bad senior” is new to the engagement this year? Have you ever had to review a return for a client you’re completely unfamiliar with? I have. It can be overwhelming. Your senior is referencing the PY returns, I can assure you. But sometimes, when the PY returns don’t make sense and the workbooks are badly designed, it’s much more efficient to ask someone who’s worked on the engagement rather than spending hours digging on your own. I’d encourage you to adjust your attitude. Help your seniors and teach your staff. It’s your job.

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This! People don’t realize just because the senior is asking questions doesn’t mean they’re incompetent, just means they’re smart enough to ask.

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As an experienced staff you are the helpful resource that is the go between them and the senior. It is your first chance to start learning to teach and become a better senior than the current one is (per your opinion). Give that coaching to the new staff about the prior year but I encourage you to do it without trashing the senior

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Probably the WPs are not as clear and you think they are..you know the client and you assume thinks because you are familiar with...questions can be due to lack of proper documentation or not knowing the accounting/the file from the client...just help him and make you and his life easier

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likesmarthelpful
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Honestly I understand how constant questions can be annoying, but this is the type of attitude that spirals into bad busy seasons and long hours in general. You answering the questions now and creating a better environment for the staff/senior ensures that they understand the client and work. Without that, GL

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Here’s an idea, let’s all function as a team and work through a difficult task together as opposed to letting your job title limit the flow of information. Most questions realistically take 10 seconds to answer. I’d rather look “sloppy” and get the task done in 5 minutes instead of spinning my wheels for an hour because someone’s too scared to ask a question.

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likesmarthelpful
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I think in the ideal world you should document cy wp clear enough in order not go back to the py wp to dig answers(for my line of service).

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likehelpful
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I ask my staff and seniors questions all the time as I review - yes, I could dig through prior year work papers and find the answer, but I’m busy, and my charge rate is higher. Plus this is a learning opportunity for you as you could have just SALY’d.

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likefunny
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😇 all good!

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disagree, it is inefficient to have them digging around PY working papers trying to find answers to a question someone right near them knows the answer to

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