I feel like I’m done with Public accounting and tax. I don’t necessarily mind the work but I HATE that all I do is sit in front of excel all day. I NEED more human interactions and building relationships. I’m thinking a career in account management would be a good fit for me OR becoming a financial advisor for like Merrill, JP Morgan or something. Would a type of transition like that be feasible for a very outgoing tax person?

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Sm here . 70% of my day is meetings with clients and teams. The other 70% is still spreadsheets and research tho

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Yeah that 140% sounds about right....

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Not sure your level but tax gets much more interactive as you need to start selling work.

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M1 I feel your sentiment. I’m at a large, growing regional firm, 5 years in as a partner. I would say it took about 3 years as a partner before I migrated into a true partner role (ie managers doing the detail review on my jobs and me doing the high level, M&A structuring, and selling). Before that I was definitely a glorified and overpaid (debatable on that point!) manager. My skill set is middle market tax outsourcing and M&A tax structuring for PE owned operating companies. Seeing as we’re still growing the practice it has been a steep learning curve to find and train up qualified managers able to keep up with the technical concepts, pace, and deadline pressure of work in this space. My advice is to nurture and develop with true care those working with you (ie your staff). They’ll be your future seniors and managers, take work off your plate in a way you can truly trust, and free you up for higher level review, planning, and ultimately selling of work. It is well worth the time and effort to stick it out.

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From everyone that I’ve spoken too, financial advisor is not a fun career path.. have you considered HR?

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There are hr partners in our office, I’m sure it’s not as high as following through on tax but I would actually imagine it’s comparable to account management or financial advisor (unless you’re an incredible sales man/woman).

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When you get to senior/manager you have much client interaction. You will have many meetings with both the clients and the staff etc. to train them and go over things. Hang in there!

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I’ve been a senior over a year and never really get any chance to interact with clients. And when I do it’s always very negative it feels like. They’re always annoyed that we need things, etc

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You need to fast track to a revenue producer! Honestly people like you are rare in accounting, most like the structure of the work/less interaction. Talk to your partner about this

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I wish there was a fast track to a position like that in PA! That’s why an account manager position sounds so enticing to me. I just want to build relationships and win new clients but hate staring at excel for hours at a time

What level are you? There are some days when I spend my entire day building relationships, interacting with the team, etc. Of course then I have to spend my evenings and weekends in front of the computer to review the work. But it isn’t at all a job where you sit in front of Excel all day.

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I’m a senior in Financial Services. That doesn’t really sound good to me either though. I feel like if you’re having to do both, then you’re not going to be able to enjoy either side of the job? It’s just too much. That’s what scares me about manager and above

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You can try moving towards a tax consulting type role in another group. I am on calls all day helping client improve their processes and solve their issues. They feel grateful for the work vs annoyed with requests just so we can do their compliance.

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Tax technology and transformation, but there are other groups with similar engagements approaches.

I'm feeling the exact opposite. I've been client facing for years now, I wish I could stare at spreadsheets all day and with human minimal contact. The reality of "human interaction" is that it boils down to constant meetings, chasing people for answers all day, and having to bs your way out of many crap situations.

Now this is exactly my fear of “client facing” in accounting. It’s not a positive thing

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You should get into business and individual tax returns and build a book of business on the side. Yes I know you’re not supposed to, but if you’re miserable, what’s the worse that will happen?

TLDR: Don’t give up yet. Focus on your personal network for the next few years—look at local networking events outside of work. You should become the client contact closer to becoming a manager. Not much profound to add here, but I have a similar personality. When I was an experienced staff, I started with local networking events (YACG and other Young Professional events). Yea—it will be on your time, but it will definitely help and it will open a lot of opportunities. This year I will make M1 and I frequently get asked to charity golf events with local bankers, attorneys, CFOs, etc. Also, your experience with clients sounds like it has only happened when YOU need something. Clients don’t usually care about taxes until they have to. But when they do have questions, we are the advisor. Unfortunately, you probably won’t be the main client contact until at least S3.

Switch to M&A tax

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