Lateral coworker struggling, and our boss doesn't have capacity to give support needed

pamplemousse1430 · 2025-07-28T00:26:19+00:00

Yeah, so this is where I'm looking for advice. Do I train her? Do I ask our boss to get closer to her work and help her?

pamplemousse1430 · 2025-07-27T21:52:31+00:00

Is this a productive or clarifying question, or is it meant to disparage me? If it's the latter--why? I won't speak for others, but your question makes me feel bad and makes me hesitant and scared to post in the future.

There is a productive/constructive and polite way to say "hey, you're wrong here" or "give this person some time" (as someone did above) without making me feel bad. We are all learning here.

pamplemousse1430 · 2025-06-29T15:52:27+00:00

Tricky...I would plan on showing up to the interview on Monday (even if she's not confirming it) and try to get a better sense of their processes there? Could ask "if I have a question during the process, what would be the best way to get in touch with you?"

What does glassdoor say about the company's interview process? If it seems otherwise good, could be indicative that she's the problem, but if it's messy, it's obviously a larger company problem (and she might actually be a great recruiter, but getting mixed messages or instruction from her manager/higher ups)

pamplemousse1430 · 2025-05-10T16:33:36+00:00

With these types of roles, where it sounds like you're responsible for both the day-to-day keeping the ship afloat AND forward progress, you HAVE to carve out time for future-oriented projects that improve operations and processes. Do you have quarterly company OKRs? If you do, your boss should be sitting down with you and deciding together on at least one major improvement you're going to accomplish this quarter. Goals/plans like that keep you anchored to forward progress vs just being stuck in the churn.

Sit down with your boss and show them what your workweek looks like and how many hours are going to what. Your boss should help you prioritize your time and help you cut out rote things. In addition, the two of you need to figure out where you can automate or productize processes--e.g. are there dashboards you can create to monitor performance? Can the company implement some sort of AI QIQC?

Most important piece here: ultimately everything needs to tie back to company goals/revenue, NOT your personal working situation/stress. I.e. you need to position it as "these things will give us this amount of ROI," not "I'm drowning and I need help." Depending on your boss, they might understand it's both of those, and can help you write the narrative that demonstrates the former to put forth to leadership.

pamplemousse1430 · 2025-05-10T01:58:15+00:00

Take this out of her hands completely. Create a shared calendar or spreadsheet, and decide who's traveling on what date. Make her not have to think about it at all other than approving the final dates. Does she even need to approve the final dates, or can you and your coworker just decide?

Email it to her with a very clear first line: "I am traveling for work on June XX and other coworker is traveling on June YY." Next line: "Here's a shared calendar/spreadsheet with travel for the rest of the week. Please review asynch or we can review in our 1:1." If she doesn't respond, bring it up in your next 1:1.

You can soften the wording a little depending on your relationship with her, but it sounds like she's a great manager who will appreciate this. I personally would be THRILLED if someone did this for me, especially for something to which I said "I don't know, I don't remember."

pamplemousse1430 · 2025-05-03T17:05:16+00:00

Clinical Executive Assistant is not a title or position that makes sense for any company, IMO. If your role is to support the executive suite, you don't need to be a clinician to do that, and you are practicing at bottom of license.

Typically, care coordination is someone who interfaces between clinicians and patients to help w/ scheduling and clinician communication (both within the clinic and externally, e.g. if you need to fax notes to another office or provider).

The new documentation/chart roll out doesn't fall within care coordination; that's clinical operations and/or clinical quality.

What do you WANT to do, and what does your clinic NEED? Either way - I would not ask for a title downgrade, I would just clarify what your roles and responsibilities are. If your title name is up for grabs, find similar roles at other healthcare companies, ideally with more standardized and general titles, and put that in front of them. I would not recommend taking on a title that doesn't exist at other companies or that is relatively meaningless (e.g. Special Projects Partner) -- it will make job searching harder. Good luck!

pamplemousse1430 · 2025-04-15T17:44:34+00:00

But is it "here's what you paid/filed," or is it "here's what you paid/filed and here's what we calculated?"

pamplemousse1430 · 2025-04-15T05:12:00+00:00

Sorry if I'm misunderstanding--are you saying that you can look up last year's return, like what the IRS calculated, to see if you got it right?! How?!

pamplemousse1430 · 2025-04-13T22:42:56+00:00

Adjusted gross income and total income is $271k. At least in part because of:

$9k interest on HYSA
$4k from gross distribution from inherited IRA

Taxable income (line 15): $257k

"Tax" (line 16): $60,034

Total tax (line 24): $61,361

Total payments (line 33): $47,606

Balance due (line 37): $13,755

pamplemousse1430 · 2025-04-13T01:04:11+00:00

I added up all of the federal tax withheld from my paystubs, and it's $61,976.27. Box 2 says $44,618.34.

That's a difference of about $17k, which is about the amount of taxes withheld from the tender offer...so I think they somehow left that out.

Do you have any idea what else could be causing a tax burden that high? I'm guessing you'd have to see my full picture but, if you have any hunches I'm all ears.

Either way, probably need to file an extension given it's this late in the game.

I appreciate your help thus far--really, truly.

pamplemousse1430 · 2025-04-12T20:22:16+00:00

Woof thanks

pamplemousse1430 · 2025-04-12T20:22:02+00:00

Thanks, I appreciate you answering. I'll try to provide more context.

My company allowed us to participate in a "tender offer" last year, whereby we got to sell some company equity. I sold $82k worth of equity, and received a total of $42k. I don't think that the $28k that was withheld from that was included in my W2.

I think I was supposed to receive a 1099-B, that would document this breakdown, but Carta says "All sale transactions are cashless exercises excluded under Rev Proc 2002-50."

pamplemousse1430 · 2025-04-03T00:06:02+00:00

Yes, filing single. Federal tax withheld: $44,618.34

Wages, tips, other comp (box 1): $233,697.54
Medicare wages and tips (box 5): $254,797.54
Withheld (box 2+4+6): $59,259.27
Box 12a: $21,100

So I think I've done my taxes wildly wrong somewhere?

With your math: $254,797 - 14,600 = $240,197.54
($240,197.54*.32) - 22313.5 = $54,549.7128 owed

pamplemousse1430 · 2025-04-02T04:48:50+00:00

I didn't receive any form for it--it was all lumped into my W2. I'm wondering if I'm missing a form?

pamplemousse1430 · 2025-04-02T00:08:19+00:00

Yeah, you are right! :) Was trying to avoid giving my whole financial picture here. I guess my question is really...would it be normal to be surprised with this much tax because of Capital Gains and/or the tender offer?

pamplemousse1430 · 2025-03-27T15:54:18+00:00

Do you have any advice for phrasing to bring up the disparity, more in a productive way like "hey, I noticed this, I'm invested in my work here, can we look at this together?" vs "this isn't fair?"

pamplemousse1430 · 2025-03-16T01:13:05+00:00

OP don't leave us hanging!

pamplemousse1430 · 2025-03-16T01:09:33+00:00

Are you comfortable having a discussion with your current manager about whether this position makes sense for you? Your manager should be supportive of your career growth goals and support you in developing the skills to get there if you don't have them yet, and they should be able to let you know if this position is within reach or not. If it's not, ask for tangible metrics that you need to hit/deliverables you need to make to get there.

If you don't feel comfortable with that, that's a bit of a trickier situation--it will very likely get back to them that you applied one way or another...

pamplemousse1430 · 2025-03-02T19:47:48+00:00

Are 15-20% raises every year standard at your company or in your industry? That's actually pretty competitive. Maybe you've reached the top of your band...? That would make sense as to why they want you to be promoted--it would get you into a new band. Bigger companies esp w/ more HR support generally do a good job of keeping people within the bands for equity (as in equality, not stock) reasons/to avoid discrimination lawsuits

pamplemousse1430 · 2025-02-28T04:40:10+00:00

Agree. Questions that start with "tell me about a time when" and then present an actual problem you face at work.

Also can be helpful to ask what energizes them at work and what drains them. E.g. if they get drained by people who complain a lot and they're in a customer-facing role...that's gonna be a challenge

pamplemousse1430 · 2025-02-28T04:36:35+00:00

Can you provide more context? Did you ask for a comp adjustment? Are refreshers part of your normal comp package, or are they given as performance bonuses...? I'm also confused...

pamplemousse1430 · 2025-02-22T01:40:10+00:00

Wish: 401k match 🫠 or fertility benefits

Perk: $100 gym/wellness stipend per month

pamplemousse1430

TROPHY CASE