I am exploring M&A and I’m currently a Senior3 and a CPA and living in a HCOL area. Any advice would be helpful.

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Understand what M&A tax actually does and the different projects they work on. Network w/ individuals on LinkedIn and see if they’re willing to refer you to their team. If you’re not in tax, I think it would be fairly difficult, otherwise, it shouldn’t be too hard of a transition.

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I am in tax and I believe I have the skill set to do it.

Why kind of M&A and why do you want to change ?

I think M&A tax is basically selling and buying company and read contracts and tax laws.

I’m currently in tax

Which firm do you want to go

I am thinking about M&A tax in a PA firm

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