David Shorter Case

Description

1. What was Chen’s perception of his meeting with shorter?

In previous meetings between Chen and Shorter, in January and June, Shorter turned down Chen’s request to move to the tax division, citing inadequate audit experience. However, Chen met with Shorter two more times after the June meeting, and he persisted that he be moved to the tax division. Shorter eventually promised to move Chen to the tax division with the condition that Chen had to do auditing for one year. Although in the previous meetings Shorter wanted Chen to work in auditing he gave allowances to his stand and let Chen move to tax after two completing two months of audit work. Until this point though Shorter was resisting his requests Chen finally got what he wanted.

2. What was Chen’s attribution of his not being assigned to tax?

Chen did not have enough auditing experience, according to company policy, to be assigned a tax assignment. Also Chen was part of the company strategy to attract Hong Kong clients and his tax interests did not fall in line with the company’s interest.

3. Why did Chen refuse to do the Softdisk audit?

The soft disk audit was not initially chosen by Chen, it was forced on him by Mike, who insisted that it falls in line with his tax assignment goals. Chen was in a position where he could not refuse the task given to him due to company policy and given the fact he has not much tax work available for him to do, he didn’t have a choice but to accept the job. Chen mentions that he would leave the firm rather than work for Mike, but the exact reasons are not specified as to his statements.

4. What did Shorter think about Chen’s career steps?

Shorter had two goals for Bob, who passed the auditing exam on his first attempt. First, Chen can be trained to be a senior auditor. Second, Shorter thought that Chen was a “keeper.” Also, Shorter felt Chen’s auditing skill needed sharpening. When Chen repeatedly asked for tax jobs, Shorter was impressed...