Does anyone have an idea about how difficult it would be to transition from a SM role in tax to being a controller/CFO? I really need a better WLB and feel like industry is my best option with that - I would have a lot to learn admittedly but don’t know what steps to take to make this change (besides looking for jobs, obvi). Thoughts?

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What makes you think Controllers and CFOs have better WLB than tax? Unless you want to jump to a small company with not much going on, those jobs are far more demanding and stressful than tax.

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It can be very different in industry, though maybe not if you work for a PE/hedge fund. Most non financial firms do not have hours like that.

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Why not move to an industry tax director role? That way can slowly absorb other corporate finance process requirements

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You can work for a family office. That's your best bet. If you wanted to work for an industry corp, you should have moved onto C Corps as early in your PA career as possible.

FYI, for everyone starting in public accounting, your exit opportunities will most likely be the type of clients you serviced. This is even more true the longer you stay and become more specialized in one area.

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I used to be an external auditor (Big 4) and the controllers/CFOs we served worked as much as I did, if not more during busy season. Plus less flexibility because of the monthly/quarterly close. Maybe it's company specific, but it made me lose interest in industry roles and I ended up taking a government job for WLB.

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It’s so weird that getting a government job is way harder than getting a F500 job for double the pay

I have a 14 month old kid and I work reduced schedule. Are you on reduced schedule? It's a temporary fix if you're not on reduced schedule.
Based on your experience with individual taxes, you could be doing in house tax for an investment fund for high network worth individuals, family trust etc

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SOC Analyst

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Use your experience to get a speciality tax role at a mid size firm (top 20 but not b4). Your background is perfect for it and you’ll likely get a more consistent workflow, better WLB, and leverage your prior experience more than industry / accounting work. I did this and it’s been much better with the same career trajectory. Ideally much less external sales, travel, and peaks and valleys if you find the right spot

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Post Photo
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