Looking to potentially make a move from a small local firm to a top 10 national firm. It's a lateral move with roughly a 30% raise and supposedly the same hybrid schedule and hours expectations. Thoughts?

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If it's the same but with a 30% bump, what's your hesitation? Talk us through your con list.

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Do you love your current team? If so, sure stay. If you're ambivalent, then it's up to the travel. How does your spouse feel about it? Do they need you around for chores and to be around the kids? Then it's the wrong move. If they're stay-at-home and are fully on board with you doing short trips? The pay increase would be great for paying for college and kid expenses.

Don't let the "starting fresh" be a big reason. You'll learn a new software soon enough, and you should bet on yourself when it comes to goodwill and stuff. It could go badly, but if you take a honest shot you should be fine.

When is the next cycle for eval?

About to have it but generally raises are only around 5%.

Local firms can be all over the map with hours and wlb, so can't compare without knowing your current situation

The new firm says it is max 55 but who knows until youre there. I sometimes would hit 60-65 during busy season at mt current firm. The rest of the year is 37.5.

This year, CohnReznick has been pushing for 65 hours for busy season.

Is it Baker Tilly? Sounds like it could be based on top 10, Caseware, and 55 hours.

If so, the 55 hours is just what they use in the scheduling software for everyone in peak times. That doesn't always align with your personal workplan (PWP) that sets total hours and charge hours by month. So for example, as a tax person, my weekly hours may be closer to 60-65 around the spring deadlines (3/15 & 4/15) based on my client work. But I'm not ramping up to 55 hours for the fall deadlines (9/15 & 10/15) in mid-August like the scheduling software shows. It all evens out eventually, and as long as I meet the hours in my PWP, it's fine.

As far as Caseware, I wouldn't be too concerned. It's a relatively easy software to learn and use.

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