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Can someone explain 704(b) in simple terms?
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You gotta build a team of go to people you work with. The hard part about the complex projects is they are often quick turnarounds. With the way we schedule by throwing random bodies at stuff it also creates issues trusting someone below you who may have zero client background to do well. It's not their fault but there is always a ramp up and random projects popping up (if you consult well). Unfortunately, scheduling doesn't take that into consideration.
Don't let the schedulers take over. You'll just be lost in the shuffle. Schedulers work for you. You don't work for them.
On a related note, on some projects, the partner doesn’t even review the TB they just blindly trust me. If I had to prepare parts due to minimal support below me, it makes me nervous no one is reviewing after me. I’m of the belief everything that leaves my group should have a second set of eyes. Everyone makes mistakes.
No
Build your team of trust and tell ppmds that you’re bringing on junior team members to train them to have the next generation of you. This is good for you both personally and for your image at the firm. But also, stop taking on projects. You’re completing tax returns, not a brain surgeon.
A lot of the issues I’m facing recently are at a complexity level beyond the skillset of my seniors unfortunately and I’m also dealing with them being over scheduled. They don’t seem to have sufficient time to devote to the issues. I try to help them with prioritization but that’s a challenge. Another issue is late entries from accounting at some clients and they want a tax entry within a couple of hours.
The ones I try to develop and build up are generally good and the word gets out and then they are over scheduled. Back to square one. I push back on other managers if I had them scheduled first.
Yup same deal here
Subject Expert
If you’re an experienced Sr Mgr and your hours are way more than peers then you should be high rated and in the pipeline. At the right time, usually your year end review, tell them you really like it here and would like to know where you are in the pipeline. If they blow you off and have no interest in putting you into the partner candidate process then it’s time to quietly check out corporate tax opportunities. Otherwise they will work you to the bone and then toss you away when you age out. And then promote their favorite person who hasn’t worked half has hard….
Following to see if you find a answer. I’m literally the same way. The best answer is to find a team that you trust. However, if you are at an unobtainable level of technical skill for younger team members without them putting in significant of their own time, it will be a tough time finding that person. I know cause that is my struggle as well. Definitely beg you to let me know if you find a real answer as I fell consumed by work