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PwC Falls Victim in the Competitive Poaching Game to…WTP Advisors

As you know, the Big 4 are pretty competitive when it comes to landing the best talent. The brightest brains. The biggest, swingingest…well you know. Anyhoo, PwC has been on tear this year, luring an accounting firm equivalent of a platoon from KPMG. They’ve also managed to pick off people from Duff and Phelps and the SEC.

But now the tables have turned unexpectedly on P. Dubs. They certainly had to be wary of the likes of Deloitte, E&Y and yes, even KPMG trying to woo their partners seeking greener pastures but it’s highly unlikely they saw this coming:

WTP Advisors, an award-winning, global tax and advisory firm, announced today that it has opened a new office location in Long Beach, CA. The new site will be headed by tax expert, Jon Worden, who most recently managed PwC’s West Region International Tax Services Quantitative Solutions Team. “Jon is a terrific choice to lead WTP Advisors’ West Coast tax practice. Like all WTP directors, he has Big Four experience, combined with a drive to forge deep and lasting client relationships. His personality, talent, and ambition will represent us well with large multinational companies in this region,” says Mike Minihan, Partner and co-founder of WTP Advisors. In his new role, Worden will be responsible for serving the L.A., Orange County and Northern California markets, as well as cultivating relationships with organizations up and down the West Coast.

Or maybe they did. WTP Advisors was founded by “four PwC veterans” back in 2005 according to this Fortune blurb on the firm’s website. It also boasts that it “has retained 100% of its clients” since the founding of the firm. The clip above is also from said blurb which depicts some sort of Rumble in the Professional Services Jungle between WTP and PwC. Perhaps WTP is gunning for P. Dubs because there is some bad blood there, we don’t know (but would love to hear about it). And with only 75 employees and $12 million in revenues, they barely register on Bob Moritz’s radar but it’s clear that they can poach P. Dubs talent and they are already better at using PR to make it known than some other firms.

PwC Partners Providing NY Employees a Way to Avoid Travel, Family for Thanksgiving

As the days shorten, leaves fall and men waste hours in front of the talking box, it can only means one thing: The Holidays will soon be upon us. This also means that lots of traveling and family time – two things that can make the holidays a less-than desirable time of year.

Luckily for PwC employees in New York, two partners have opened their hearts and homes (not literally) so that you may avoid those two nuisances entirely:

To the People of the New York Metro Practice:

The upcoming Thanksgiving holiday break provides us with a wonderful opportunity to enjoy the company of family and friends and to reflect on all we have to be thankful for. However, we recognize that some of our people may be far from home (such as our people who are on tour from various other PwC offices) or may just not have somewhere to spend Thanksgiving Day. If you don’t have plans, Tim Ryan, Assurance Leader and Bill Cobourn, Sectors & Markets Leader will host (along with their families), a special Thanksgiving Day meal.

We would like to invite you and your friend, spouse, significant other, or children — and we can all celebrate this special day together. As some of you know, Tim has six children–so there will be fun for both adults and children. This festive meal will be held on Thanksgiving Day (Thursday, November 25) in the afternoon at a Manhattan venue to be announced. To help us plan for this event, please indicate your interest in attending using the link below. If you respond “yes” we will follow up shortly to provide additional details.

Please recognize that if you already have plans for the holiday, you are not being asked to change them.

This unprecedented display of generosity is quite welcome considering past behavior by some partners in other cities but we do have questions:

1. Is there a short list for the “Manhattan venue” and will attendees be allowed to vote on the locale?

2. Will the “kids table” consist of non-partners as well as kids or will all the adults be allowed to sit together regardless of title?

3. What’s the “saying grace” situation? Also, will there be assigned seats or is it going to be like boarding a Southwest flight?

4. Will table manners be of the Judith Martin or Emily Post persuasion?

5. What’s on the menu? Is going to be the typical fare or are we going non-tradish? Is it catered or are Tim and Bill going cheap and making it potluck?

6. Open bar?

7. Are certain topics of conversation off the table? Examples may include but are not exclusive to: A) The new logo B) AIG C) Deloitte’s ascension to #1.

8. Will there be an open call for entertainment or is the pianist from DC going to step up again?

You have to agree that all of the above are important but are we missing anything? If you’ve got more questions, leave them below.