{ "media_type": "text", "post_content": "I’m thinking about transferring to another tax group within the firm, but I am sure my current group would like to keep me as long as they can. Let’s say if I get an offer from another firm for the position that I desire, how should I bring this up to my RL/partner/group? Has anyone done this before?", "post_id": "60d8df6f6f5602002a230b7b", "reply_count": 10, "vote_count": 3, "bowl_id": "564a5cdb94887803001dd07c", "bowl_name": "Accounting" }

I’m thinking about transferring to another tax group within the firm, but I am sure my current group would like to keep me as long as they can. Let’s say if I get an offer from another firm for the position that I desire, how should I bring this up to my RL/partner/group? Has anyone done this before?

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The way I have approached it is first having a conversation with a partner in the group you would like to transfer to and see if they would be willing to take you on. If so, then have a convo with your RL/Partner about your career goals and maybe talk about how you don’t see yourself in your current group long term. Then Bring up the opportunity in the new group and see if they can arrange the transfer. I would not bring up external firm/offers unless it’s last resort.

helpful

I honestly don’t know anyone in that group. Probably need to do some networking…

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I transferred by first talking to the partner of the group I wanted to transfer to. Then the partner spoke to the partner of my former group and it was seamless from there.

helpful

I did one medium and one small project for my old team when I went to my new team during the transition. I was in a tax specialty group and transferred to another tax specialty group. I don’t do tax compliance so the busy season was not a factor. The entire process took less less than a month. When I worked with my old group, I worked with a lot of people in the group I transferred to. I also knew the partner very well so I think the relationship helped a lot. That’s why I also felt comfortable talking to him first before I talked to my former partner. My old group was surprised I left but it was also shortly after covid and we were WFH so I didn’t feel weird.

Is it a big firm? If it’s a big firm, talk to the partner you work for now and express your desire. They will likely do what they can to get you over there or even give you a chance to try out the work without transferring.

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