Y’all, need ur thoughts. I’m on a headache of a client overseeing an experienced senior that has raised a lot of issues/endless excuses. I’ve suspected hours inflation because time is charged/work not really getting done. Hard time getting ahold of him. Last night, I stumbled upon a post in a CPA exam forum written by him recently (unique name) and learned he’s retaking REG which explains a lot. Probably doesn’t want people to know he still isn’t done with the exams. (Continued in comments)

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In reading your post there seems a lot of “I’m guessing/suspecting/assuming” etc… like your director said, it’s on you to check on them and ask if they need additional guidance instead of forming conjectures from a forum, which may or may not be them. They may be studying but again, you’re simply assuming they’re doing it while on the job. Talk to them instead of assuming things. It only breeds further negativity against that person.

likehelpful

See further context added below. I’ll probably talk to him again tomorrow if I can get him to join a call

I disagree with RSM 1. We don't have big4 budgets around here. People can blow a budget in 1-2 days. If you've clearly defined budget and due dates then the staff needs to be mindful of their time. Managers can't spend their day micromanaging every movement for staff.

I reccomend getting into the weeds a bit and spending a little time more closely defining expectations and then holding them accountable on the back end. Use an A100, etc.

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Of maybe you need realistic budgets?

I think this also depends on the level of coaching. I know that when I was working on some tasks, I didn’t really know wtf was going on or what to do and my manager didn’t really provide guidance on it so I was second guessing a lot of things

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Thanks for the input, y’all. So a bit more background, I do tend to provide quite a bit of coaching (keep in mind, I tutor people for the CPA for fun because I love teaching others). We’ll have a conversation on something straightforward (if I need him to forward me an email I wasn’t on, for example), I’ll check in later, no response. So I’m having to hunt him down to try and get on a call and have the same conversation again. He’ll often blame others or technology glitches as to why things aren’t getting done/are taking a long time. Yesterday it was “I didn’t know where the file was located” which I had already shown him and would have rather talked through again rather than getting to end of day and having to do it myself. Also notable is he’s 1 start class behind me so it’s not like this is an intern that is just learning the ropes. Usually I’ve been able to turn things around by having a conversation and establishing a game plan but I am at a loss on this one. Am I the problem here?

helpful

Thanks, that makes me feel better haha. I am wondering if the issues could be due to the exam, though. The director has worked with him before so the fact that she thinks I’m the problem could be because he’s usually not like this. Obviously I’m not going to mention my exam suspicions but just hoping it’s coming up soon and things might get better at that point.

Maybe he feels like he should be equal to you and doesn’t want to work under your direction.

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I doubt it’s because you’re a female. It’s likely because he was in the engagement already and feels you are his peer. Which you are if you’re the same level.

Also why don’t you just ask him if he’s studying rather than assuming or speculating? I don’t know why people have such a hard time communicating. Just be direct. It’s not that difficult.

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So how should I phrase it do you think? I don’t usually ask people I’m overseeing whether they’re done with their exams because I don’t want them to feel bad if they’re not. Should I start by bringing up the exam in general and see if it comes up? I just don’t wanna come off as condescending because I don’t think he wants people to know or he would have mentioned it when I asked if there was anything else going on.

I’m all for him getting his exams done but charging time while studying (I suspect) has blown up our budget. Raised concern to director about budget/deadline and was basically told it’s on me to provide better coaching and to work with RDC to take over most of the prep work. Obvi I don’t want to say anything because how would I know in the first place but I can’t have this keep happening. To give more context, I’m a manager and tutor for CPA exams on the side so was looking at the forums. Anyone ever experienced something similar? Debating what to do. Getting another resource isn’t an option.

Budgets and hours are all made up metrics unless you're working a T&M project. Don't go out of your way to end/damage a work relationship based on speculation. They're more important than budgets anyways. I'd start by asking this person you noticed the budget vs deliverables ratio is a little off and ask if they have anything going on

I don’t know what the big secret is about exams. We are pretty open about that at EY. If the partner on the account has respect for this individual, that should say something. If something personal is going on he is not obligated to disclose. I would discuss your expectations foe your workflow and be clear about them and follow it up in writing.

Yeah people here are usually open about it too and communicate with their teams if they need more flexibility to study. This is the only instance of this I’ve come across.

You’re complicating a very simple issue. It doesn’t matter what he’s doing. The only thing that matters is that he’s not doing your work. If you set and communicated expectations in the beginning then the conversation is a simple one. If you didn’t, you might want to get on that ASAP. It sounds like you’re being tested and he’s definitely getting the better of you.

Didn’t you deal with staff that didn’t get stuff done when you were a senior/supervisor?

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