Has anyone formerly in B4 partnership taxation successfully managed to pivot to something significantly different? I’ve worked this job for 5 years and I want to be done with it but the only exits seem to be doing the same thing for a different public accounting firm.

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Friend is a CFO at a fund now. Started in B4 tax and then went in house to a fund. Took on other responsibilities and went outside of tax. Lateraled to another fund to become their CFO. Another buddy also did a lot of bank work, became the CFO of a local credit union.

Just providing options to show it’s possible.

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The key is demonstrate interest in other areas besides tax. Focus on the business side also and how tax impacts items. I’ve counseled clients (internal and external) that while some tax planning might save on cash, we are better off doing it differently (higher taxes) because of cash flow benefit or timing. Sometimes you have to ask if something makes business sense

Hey would love to talk to you I sent you a DM

DM me. I did.

Find a family office. They need someone who does partnerships but you can pivot into almost anything from there…

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