I work in a tax office. It is the “first peak” when people start getting their W2s. We get about half of all of our clients during the first peak and about a third of all of our clients during the second peak in April — the last week of filing season.
We’re being swarmed by clients, but corporate refuses to authorize overtime. But clients keep walking through the door, and tax pros who are on their way out the door keep sticking around to prep their taxes. By Wednesday, most of our office, and all of our most experienced tax professionals, have hit or exceeded forty hours.
The district general manager comes down on me. He demands that I fix the schedule so that no one is getting more than forty hours.
Me: “That would leave us with no tax professionals capable of doing the American Opportunity Credit, Retirement Income, or Investment Income on Thursday and Friday. We would not be able to service our clients.”
[Manager] doesn’t care; convert them into drop-offs! Have the tax pros work on them at home.
Me: “You are, uh, aware that working from home is supposed to be on the clock, right?”
[Manager] doesn’t care; have them work from home DURING SOME WEEK THAT’S LESS BUSY!
Me: “That’s not happening until late February, and a lot of people are going to be very angry about us not getting to them by then. We’re going to lose a lot of clients.”
[Manager] doesn’t care; make it work somehow. He doesn’t care how.
Me: “Well… can I have that in writing?”
[Manager] is magnanimously willing to put it in writing.
So, I take all of our experienced tax pros off of the schedule for Thursday and Friday. Some of them are put off by it, but most are accepting — it’s good to have a two-day vacation mid-peak — and I’m attempting to set up [Manager] to take the fall.
Thursday and Friday are rough. It’s just me (I don’t get overtime; I’m salaried) and a handful of tax pros who are either very new or experienced but very responsibility-shy. (They don’t want to take on complicated clients and refuse to take the exams that would permit them to do so.)
But I do two things. One, I direct every complaint from a customer to [Manager]’s email. And two, I record exactly how much less money we made Thursday and Friday compared to the rest of the week. I also email the market manager with details of what happened and a comparison of how much we’re making before and after this policy.
The market manager calls [Manager], and [Manager] authorizes overtime for all tax preparers once more… and complains to me about “betraying” him by getting the market manager involved.
Me: “You told me to solve the problem any way I could. The only way I could solve the problem was by getting the market manager involved.”