Team Expectations: A Checklist for Busy Season

What do you think your staff knows about tax season? Check again.

By Kristen Rampe

Busy season is here. Are you ready? Is your team ready?

You might feel your team “should know” your expectations, but that’s not always the case.

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A client of ours once assumed a five-year staff they hired from a Top 10 regional firm would know tax professionals work on Saturdays from February – April. She chose not to show up for any of them in February.

While the managing partner stewed over this behavior, we realized three key factors were in play: