For M&A tax - what are you guys seeing as as roles outside of public for an M&A Tax SM with 4 years within the role. Currently on partner track but just wondering if there are more lucrative or better balanced roles out there for folks within our field. Not looking to do tax compliance.

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You and me both kiddo. Everything is at least a $100k pay cut and I’m in the Bay Area.

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I’m northeast, usually my rates are comparable to NYC / Boston rates

There are in house planning/transactional roles, but if you’ve been a SM for 4 years, they are likely going to be a pay cut.

I left before I had that much tenure (1 year as a SM) and before the post COVID comp run up so a director level role was a small but nice bump.

How did you find the role? Did you hire a recruiter? Everything I see out there on the planning side still heavily involves compliance.

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An external recruiter/headhunter reached out to me about the role.

Where are you looking that planning roles have any significant amount of compliance? I have a team of 4 and our total amount of compliance between the 4 of us might be 100 hours a year combined between all of us (likely less) - really just reporting that is directly related with o transactions or planning that we’ve done.

Do you mind sharing the recruiting firm?

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