Has anyone successfully pivoted from a Tax background to Private Equity? What was your process for making the transition and any challenges encountered along the way?

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The sentiment usually holds that you could transition to a tax related role within PE. PE firms have tax departments as tax exposure and mitigation is a material piece in the investment pie. Ops and portcos also require tax work. I think going direct from tax to an investing role would be nearly impossible as the skills and mindsets are vastly different, but you could likely pivot to a PE or Portco tax role, maybe bounce around the corp finance and ops roles for a while, and through networking maybe have a shot in a few years at an investing position.

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Makes sense! Thanks for the input!

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