Hi, I am currently trying to switch from partnership tax into a corporate finance/FP&A role - has anyone been able make this pivot? Any tips? I have some modeling experience but still feel super under qualified. I have 4 years of experience and up for manager promotion this October, but want to leave before then. Any help would be appreciated 😭

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I've never seen anyone get in from tax, but that doesn't mean it isn't possible. I'm not very informed on what tax people actually do, so I can't say much about your particular situation.

But if you think you have the skillset necessary, see how far you get from applying. Modeling experience is really good to have. Also look to upskill for whatever skills you think are missing. Happy to answer any questions if you want.

And if you're worried about being underqualified, I'll tell you that most people from PA are underqualified lol. True FP&A jobs prefer finance people because their skillset aligns better. So you have nothing to lose; just keep improving and applying.

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Good luck! Feel free to reach out if you have any questions; happy to help.

Same boat as you

Me too. Lol

I posted about this same move and had someone list 4 possible paths.

Haha @FPA1 you’re the best!!

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