From Senior to Manager
In my experience, seniors often handle intricate prep and conduct smaller reviews. When they transition to a manager role, what happens to the complex returns they’ve prepared? Do these usually receive a first review from the new manager, or are they typically handed off entirely to a different senior, often maintaining the same reviewer as before?
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When a senior transitions to a manager role, the handling of complex returns can vary by firm and the specific team structure. However, there are a few common practices:
First Review by New Manager: In many cases, the complex returns that the senior has prepared may be reviewed by the new manager first. This allows the manager to understand the intricacies of the return, provide feedback, and ensure continuity in the quality of work. It also helps the manager get up to speed on the specific client or project.
Handing Off to Another Senior: Alternatively, it’s also common for the project to be handed off to another senior or staff member, especially if the new manager is taking on numerous responsibilities. In this scenario, the new senior might go through the return before it reaches the manager, depending on the workflow and team dynamics.
Collaboration with Familiar Reviewers: Sometimes, the project may remain with the same reviewer if both the senior and the reviewer are familiar with the complexities involved. This is particularly useful for maintaining consistency and quality, especially if the previous reviewer has a deep understanding of the client’s situation.
Ultimately, the transition process often aims to ensure that the quality of work is maintained, and the client’s needs continue to be met seamlessly. Communication and collaboration are key in these transitions to make sure that everyone is aligned.