Accounting

If I join a PA firm that’s an auditor for my company do I have to dispose of my ESPP shares due to independence issues even if it’s a tax position?

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works at

Probably want to ask in your internal channels. But you’re likely below manager if you don’t know, so no, you wouldn’t need to sell. you just wouldn’t be able to come within sniffing distance of the client. Things change at manager and up.

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Generally not unless you are a partner or work more than 10 hrs on that client. I have plenty of restricted shares that are permissible for me because I’m not in the chain of command.

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