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Finance
Accountant Leave Management Guide
Leave management for accountants navigating tax season, close periods, and audit cycles.
Average PTO
15-20 days
Actual Days Taken
12-16 days
Busy Season Hours
50-70 per week
Turnover Rate
15-25%
Typical Leave Needs for Accountants
- *Recovery after tax season (April 15)
- *Continuing professional education (CPE)
- *Mental health from deadline pressures
- *Family time often sacrificed during busy season
Leave Management Challenges
- !Tax season blackouts (January-April)
- !Month-end and quarter-end close periods
- !Audit season constraints
- !CPE requirements and scheduling
- !Client deadline commitments
Key Leave Considerations
Tax Season
January through April 15 is typically restricted. Some firms extend through October 15.
Close Periods
Avoid leave during month-end close. Complete journal entries and reconciliations first.
Audit Support
If supporting audits, coordinate leave with audit timeline.
Client Coverage
Brief colleagues on client matters. Ensure access to working papers.
Best Practices for Accountants
- *Plan major leave for May-August
- *Request leave early for popular post-tax-season dates
- *Complete month-end tasks before leaving
- *Document client matters for handoff
- *Schedule CPE strategically (can be combined with leave)
Compliance Considerations
- !Standard FMLA and state leave laws apply
- !CPE requirements are tracked separately from leave
- !Some states have specific requirements for licensed CPAs
- !Partner vs. employee leave structures differ
Quick Tips for Taking Leave
1
Plan Ahead
Request leave early for best approval chances
2
Document Everything
Create handoff notes for seamless coverage
3
Set Boundaries
Actually disconnect to truly recharge
Related Finance Roles
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