Please ensure Javascript is enabled for purposes of website accessibility

Transfer from tax to financial advisory

Good evening all,

I started out as tax in Big4 right afte MAcc several months ago. Being in tax has been a little different from what I expected, and I strongly feel that I would be a better fit in financial advisory.

I've only seen a few cases where people switched from tax to advisory, so I was hoping to get some advices on how should I make the move. I'm hoping to stay in my current firm if possible.

Here are the specific question:

1. The firm policy says that I can initiate a transfer request after one year. Is it possible that I can start out as a new hire in advisory through this program? Would I have to go through interviews since the transfer is to another LLP?

2. Should I wait one year to bring this up to my counselor or can I do so earlier?

3. Does the transfer usually work as long as you maintain high ratings? I heard it might be difficult if the practice/office you are looking for does not have a need. The position I'm looking for is in LA.

4. Any practical advice on how should I approach this issue would be appreciated.

Thanks in advance for your time!

Latest Accounting Jobs--Apply Now:

Have something to add to this story? Give us a shout by email, Twitter, or text/call the tipline at 202-505-8885. As always, all tips are anonymous.

Comments are closed.

Related articles

Firm That Calls Itself the ‘Construction CPAs’ Did Not Make the List of the Top 50 Construction Accounting Firms

Up until last year, there hadn’t been an actual ranking of the best independent construction accounting firms. But trade magazine Construction Executive is into that sort of thing, I guess. For its latest report, which of course has a pandemic-related theme, Construction Executive used an algorithm that weighed seven factors in descending order of importance […]

TIL: There’s a Ranking of the Top 50 Construction Accounting Firms

The editors at Construction Executive must have been desperate to fill their editorial calendar for 2019 because the trade magazine just came out with its inaugural ranking of the top 50 accounting firms that provide services to construction clients. Here’s all the work Construction Executive did to come up with its first-ever accounting firm listicle: […]