Tax Partner Discussions
Benefits

Anyone at West Monroe willing to chat? Applying to the experienced consultant position for healthcare.

Anyone have specific financial goals they're willing to share and how to get there? I'm 30 yo, l10 and $$ gives me anxiety. Currently making ~$95k with $30k in brokerage and $30k 401k. Or, tips for not stressing out that I'll be broke in retirement? Should I make a lateral move out at some point and target a $250k salary by X age?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Advice needed: looking to leave public accounting and tax for good. I have two offers between a financial analyst and an accountant role. Based on your experience, which of the two has the best/better exit opportunities (should I decide to pursue the finance realm or something else) and better work life balance? The bigger pay as an analyst is tempting, but the company benefits are meh.

Between two offers, "Associate Principal" for m&a consulting in the Healthcare industry vs a Director at a F300 company doing M&A and Partnerships. Consulting pays about 50k more. What does the future look like in consulting? I am a bit nervous jumping from from "industry side" to the "consulting side".

Anyone here know anything about Unify Consulting? They reached about looking for senior roles to build their National Healthcare and Life Science vertical.

Can we discuss the sad state of affairs that is the Publicis maternity/paternity leave?

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

What are the benefits like at Rsm? Senior here

Hello! Anyone work at GE Healthcare?

What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

What are benefits of working with a content strategist on a project?

What are strong must-have traits of a good content strategist?

Trying to build a case for my agency to hire our first CS!

KPMG US announces deep pension and 401k benefit cuts. And no raises unless your one of the few being promoted.

What is a simple way to explain to my boyfriend that investing in equity with an expected return of 10% is better than paying off debt that is growing at a rate of 6%. He has student loans and is adamant that he wants to pay all of them off immediately before saving any retirement money. I understand that many individuals use this strategy but I think investing in index funds for the long haul is better from a wealth accumulation perspective, without even factoring in tax implications of 401k

Has anyone left EY and submitted a wageworks reimbursement in their last two weeks that they got paid for?

Hello there audit folks! Anybody considering a shift to financial due diligence? Happy to discuss opportunities at EY, please DM me if interested. We are really looking for folks with healthcare or tech experience and can move extremely quickly during the interview process. I've been in the group for years and transitioned as a senior so can share the positives and negatives.

Pretty excited to get back to the hustle on Tuesday... this break was really nice and much needed but I'm feeling a little antsy to get moving again. I can't be the only one ?

Anyone from BCG Gamma who wouldn’t mind DM?

So lately I’ve been using the interns to get the engagement and work papers set up so I can go in and do the return. I don’t think it’s fair for their growth. I’ve seen managers do it so I’m taking part in it. But what do you think? It does help make me more energy but I can stop doing this too.

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I am an IT professional having 9+ years of experience in ITIS, currently working as Infrastructure Tech Lead at CognizantIndia, Bangalore. Experience in managing a team of 100+ associates to align to the delivery SLA needs and training them to the process adherence and also to ensure Incident Management and Escalation Management are on par to the expectations

Let me know if there is a Opening matching my Skills

Amex Platinum or Chase Sapphire?

I found one of my coworker's anonymous Twitter accounts, and it has a ton of red flags involving bigotry, sexism, etc. It's a personal account, so should I mention it to HR or not?

Sorry if this is already asked. Any links or thoughts on impeachment continuing after the term is over?

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Worked for 10.5yrs in Infy Package is 11L and now I have an offer from Enquero(Genpact) for 20L and as a counteroffer from Infy:- 40% hike + Canada visa or 70% hike

Please suggest which will be better for the long term for Testing(Automation/Manual)

PS: I have not considered a Canada visa

How’s McCann Health doing these days? Culture/businesses/client?

I am traveling from Chennai to Dharmapuri tomorrow 29th Oct in my car. Would like to pool my car, anybody interested to join? DM

I’ve always been comfortable concepting and writing. But when it comes to nitty gritty logistical stuff, I struggle. Like the discussions about aspect ratios, social post timelines, and the nuances of Facebook collection ads.

Can any other writers relate?

Is it common to get more and more conservative after highschool? Throughout high school I considered myself a leftist even at one point liking Bernie. But now over time I see myself getting more conservative. ( Not the anti mask/ anti vax kind) I seem to align myself more and more with individuals like Romney. Is this common?

Looking for a PwC referral. My current company has been great but we were acquired by a start up PE firm a year ago and I feel like the acquisition is starting to hinder my growth. I have 3 years experience in strategic sourcing and procurement transformation, initially starting as an intern. I want to continue advancing my career but feel stuck. Trying to give this company a chance but see an opportunity at PWC I think I would be a great fit for. Any advice?

Lender Due Diligence thoughts compared to FDD and potential career path?

What does the branch transfer process look like for UBS? I'm wanting to transfer from my current office to one closer to home.