Tax Bowl

I’m a 2nd year tax senior at Big4. I’m put on an engagement acting as a manager. I never managed engagements before. Any suggestions/advices to be successful? Thank you !

like
Reaction Icon Like
Arrow Icon
works at

Set clear expectations with the team and map back deadlines. I was put on a rough compliance engagement years ago. When it became mine we mapped out the timeline for prep, detail and second review, and delivery of all returns and workpapers. It helped the staff understand why they needed to push so hard at the front of the project when they saw how I was going to be crushed at the end (7 preparers, 3 retailers, one of me). It also gave them a timeline to expect things from me, so they weren't surprised by short turn arounds. Also, I like to tell people when I wanted to review something, instead of when they needed to get it to me. The subtle shift from "please do this by 5 on tuesday" to "I want to review this Wednesday morning" gave people a better feeling of control over when to do the work (i.e can work late if they prefer) and how it impacts me if late.

Reaction Icon Like
like
Arrow Icon

Think about all the things you and your peers gripe about and plan for those upfront. Think through timing from client perspective - both getting you what you need and delivery. Think through staffing and having the right set of technical skills on the team. With a new or inexperienced manager, you need strong, solid staff so try to make that happen if possible and don’t be intimidated by it.

Reaction Icon Like
like
Arrow Icon

Related Posts

Best replacement for the Uber credit card? Got downgraded and looking for something similar to the old benefits.

like
Reaction Icon Like
Arrow Icon

What would happen if someone was interviewing for a role and accidentally passed gas, but otherwise crushed the interview? Has anyone experienced this before? No clue what I’d do as the interviewer

likefunny
Reaction Icon Like
Arrow Icon

*weekly post complaining about hiring discrimination against males*

likefunny
Reaction Icon Like
Arrow Icon

Delta Platinum members, what bonus do you choose? Very likely gifting Silver Status to my spouse.

like
Reaction Icon Like
Arrow Icon

I got a new role in Ohio. My SO is freaking out about the bedbug crisis there. Any tips of how to protect against bedbugs?

like
Reaction Icon Like
Arrow Icon

If anyone wants to join a boutique HR & Talent Advisory consulting firm, Kincentric is hiring for an Associate Partner role! Location doesn’t really matter, but preferably in IL, NY, or ATL.

like
Reaction Icon Like
Arrow Icon

Download the app for more exclusive discussions.