Tuesday, February 1st, 2022

Working On Saturday

“Generosity is giving more than you can, and pride is taking less than you need.” – Khalil Gibran

An interesting topic was mentioned on the CPA Firm Management Association discussion board. Many CPA firms are “open” on Saturdays and expect that CPAs work on Saturdays during tax season. So, if the office is open for a half-day on Saturday and some salaried employees do not work on a particular Saturday, do they have to take PTO for those 4 hours? I was surprised by some answers. I have always believed that PTO was for vacation, sick time, and/or personal time pertaining to the 40 hours, M-F work week. Saturday work is something that is negotiated with individuals.

I was pleased to see Kathryn Jordan’s reply. She is the Operations Manager at Pohlman, Talmage, Brown & Campbell in Dayton, Ohio. She allowed me to share her reply:

From another perspective, our professional staff has unlimited time off and we do not track PTO for exempt employees.  We have had very few issues with abuse of this policy during busy season.  Additionally, we do not have mandatory hours or Saturdays for any employees (exempt or non-exempt) during busy season.  While everyone does work overtime, letting the staff determine how that best fits in their schedule has been very successful and helps staff maintain some work-life balance, even during busy season.  Some choose to work very long days M-F and just a few hours on weekends, some work shorter days M-F and longer weekend days, some work a traditional M-Sa busy season, and some work Su-F.  We just ask that everyone update their Outlook calendar and status notes on their Right Networks homepage to let others know when they plan to be on the clock.

I am hearing of a few firms that do not require weekend work during tax season. I think we will see more and more firms follow this trend in an effort to hire and retain top talent.

  • "If we expect others to rely on our fairness and justice we must show that we rely on their fairness and justice."
  • Calvin Coolidge

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