Can I do PCS TAX as a finance major and pursuing my CFP? Or is a CPA 100% necessary? Any advice would help.

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You will need the cpa eventually. The CFP will push you into a firm that does financial planning and possibly advises on tax matters as it relates to investments. Without the CPA you won’t be allowed to sign tax returns so if you work in a tax firm with a CFP you probably will have a hard time advancing past senior.

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They used to allow promotions to manager with an EA but do not any longer. A manager that was promoted during that time will not be promoted to SM without getting their CPA.

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