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Bowl Leader
Welcome Everyone 🙂
Today (13th Feb 2022) Sunday is my last working date .Actually In Employee separation portal everything completed.Full and final settlement showing as Agent Clearance.I tried contacting HR but there is no response from them.My joining date in another company is tomorrow.So will it create any problem.Which date will be mentioned in my relieving letter either today or tomorrow.Helpline also down.WHAT EXACTLY I SHOULD DO NOW.Can anyone suggest?
What's your date of Jalsa??
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Rising Star
Need more letters. But seriously impressive you have so many certs. You should leave public for sure as you won’t get to do what you want.
Rising Star
Only put CFA and CPA after your name when you apply for roles. There’s an inverse level of appreciation the more licenses and certs you have because it could signal to a hiring manager that you spend more time studying than obtaining practical experience.
Go for the CMA and get an MBA
You forgot the masters in tax EY1
Damn bro chill out my girls on here
Imagine having all that but working in tax at RSM 😂
Where should they work?
Oh wow impressive
You need to get out of rsm go to the big four imo. Or you need to network into wealth management, investment banking etc via events especially events hosted by the cfa and other professional organizations maybe do CPE in person for networking abilities
My boyfriend is a partner at a wealth management firm cfp and cpa . He would admit those first few years being a cfp were rough (pay and hours) but now he’s on track to be a coo there.
Also like maybe your geographical location is holding you back. Chicago - northern trust would be a good place to get in with New York - plenty , LA maybe private equity firm
As someone that worked at a big four national tax team and midsize cpa firms, I think a national tax team in private services at the big four would provide op with the best experiences, networking, and clients.
I’ve also worked places (not saying RSM is this way) where you express interest in “xyz” you just keep getting strung along because they need you for “abc”. If op asks and doesn’t receive he needs to leave.
Again this is all my perspective and opinion. :)
Don’t listen to anyone knocking on all the certificates. Haters just hate. Well done earning all those credentials!
2 good options IMO: 1) go big 4 in a national tax role specifically focused on private client: 2) go to a wealth management firm and only take interviews focusing on tax strategy. I know a few jd/llm’s in roles like that and sounds like your background and interest would be a good fit.
My opinion, option 2 is better than 1 but I would keep both on even footing through the interview process.
Another group that’s worth checking out is the national tax - passthrough transactions group at ey
(I’m really trying to sell ey here 😂 ) they had a good mix of cfas and CPAs 🤷♀️
Start your own firm. With your credentials, you’ll get clients and can chose your work and style.
With all the one man cpa shops (boomer CPA’s retiring) I could totally see taking one over and the. Tacking on financial planning services
This would be a tremendous amount of work though but def opportunity here
You’re not going to get into actual planning in public accounting. As you’ve said, they’re going to bury you in compliance. Smaller firm, wealth management, family office, etc.
Well, as someone on the UHNW team (perfect for such planning), I couldn’t disagree with you more.
I feel your pain. Market is tough right now for everyone. I’ve been volunteering in my area of interest and focusing on my network. There may be an option internally on the tax consulting team as opposed to compliance, check the internal board and talk to your CA about how you feel. Good luck!
How about joining my current workplace firm, Catalyst Family Office? They are a small to mid-sized company with around 50 employees, but the partners are aiming to grow to at least 200 due to the rapid expansion of our client base. We specialize in serving ultra-high-net-worth families (UHNW), including millionaires and billionaires. Although we are based in the Bay Area, CA, we have team members from Texas, the Carolinas, and the partners are open to any 50 states.
Many of our managers and senior staff started with backgrounds similar to yours. While they may not have specialized in individual taxes initially, they successfully transitioned and thrived in the firm environment. Just let me know if you're interested.
What more can you tell me about this? Recently moved to Bay Area, currently in family office services for an east coast firm.
A certificate does not mean experience. If you like your company and teams, speak up to gain more experience in what you want to grow in.
You got all those certificates? AI is just going to replace all of us in 10 years
🙄 will work look different in 10 years ? Yes will a lot of tax preparing and initial auditing , some financial statements ? Yes
You don’t have a difficult enough role if you think AI will replace the whole profession in 10 years. national tax offices , IRS, need for a human to verify footnotes to financial statements, judgement calls, need for human to be final say on an audit, dealing with difficult clients (have messy and inconsistent data) etc
Why have a CPA and CFA and stilll work in tax??? That’s your problem 😂 you dont need a CFA for complex tax strategy, this has to be fake, right?
I started and majored in finance but wanted to specialize in tax strategy for investment planning. So I went back to school to get accounting credits and the 150 hours for the CPA to set myself apart from other investment professionals. Much easier to distinguish yourself among other CFAs when you also have a CPA. Also, CPAs are much smarter individuals in my opinion. CFAs are just more aggressive in communicating their value.
Why would you need your CPA and an EA? Doesn’t make sense to me but I’m not a tax guy.
Look at doing a rotation with RSM’s national tax group. Info is sent out every year outlining the process. Our office has had a number of staff/managers do rotations. Some have joined WNT and others chose to stay in lead tax.
Look for a family office. They are looking sowcifically for tax and want someone to craft a complex tax strategy in their entity structure to save them millions.
I had great success as a tax researcher using the state and local tax code to help companies save money. I used
the CCH at the time. My greatest achievement was implementing the Tax code on Noise Abatement as applied to fixed assets.
A CPA/CFA/CFP can work for anywhere in the world no matter in the public or private field. Open your own firm that you can achieve your